Christopher Vernier is a financial advisor at Marquette Wealth Management with 12 years of industry experience. He worked at Marquette Asset Management in 2016. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, as well as consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment approach focused on global asset allocation, diversification, and factor-aware active strategies in less efficient markets.

Mark Vitelli is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Compass Capital Management Inc in Minneapolis, MN. He has been with Compass Capital Management since 2011. In addition to his advisory role, Vitelli is an adjunct instructor at the University of St. Thomas-Opus College of Business. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and high-net-worth individuals. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Joseph Schwarz is a CFA® charterholder with 17 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in client assets and employs a range of investment strategies including the use of derivatives and leverage, with a focus on asset allocation and regular portfolio monitoring.

Austin Schmitt is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2026. His prior work includes roles at Gratus Funds and Great Waters Financial. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized financial planning. The firm employs a variety of investment analysis techniques and often utilizes third-party managers and model portfolios.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

John Rudi is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Parr McKnight Wealth Management Group since 2024 and previously spent six years at Wells Fargo Advisors. Outside of his advisory role, he is a co-trustee for multiple 401(k) plans related to his firm. Parr McKnight Wealth Management Group serves individuals, families, trusts, and qualified retirement plans by providing personalized financial planning and both discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for around 441 clients and employs a customized financial planning approach that guides its portfolio construction with a primary focus on fundamental analysis and a generally long-term investment horizon.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies while operating under fiduciary standards.

Kimberly Braley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Boundary Waters Wealth Management LLC, LPL Financial, Wells Fargo Advisors, and Up North Wealth Advisors. Outside of her advisory work, she is involved with Walleye On A Stick LLC. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as corporations and retirement plans. The firm uses a mix of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with regular portfolio reviews and ongoing monitoring.

Elizabeth Alward is a financial advisor at Compass Capital Management Inc with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Varde Partners for six years. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research approach with a focus on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

William Velgersdyk is a financial advisor with Strong Tower Advisory Services in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial advisory field, he worked in various roles including at Agiliti and Twin City Filter Service, and spent four years affiliated with the University of St. Thomas. Strong Tower Advisory Services provides discretionary portfolio management, financial planning, retirement-plan fiduciary, and financial consulting services to individuals, small businesses, trusts, and estates. The firm manages approximately $759 million in client assets and employs a total-return investment approach that combines capital appreciation and dividend income with risk management strategies including the use of derivatives and leverage.

Mindy Prow is a financial advisor at Parr McKnight Wealth Management Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Ameriprise Financial Services, and Merrill. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm’s approach combines long-term fundamental analysis with tactical trading, offering personalized financial planning and investment management across a range of asset types.

Jacob Abbott is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience working in the hospitality and social gaming sectors, as well as attending the University of Minnesota Duluth. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. Financial planning services are included as part of the advisory relationship, and the firm emphasizes structured “buffer” ETFs and technical methods in its investment approach.

Kimberly Hamlin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Allodium Investment Consultants, LLC and has previously worked at firms including Prowealth Financial, Cetera, and Voya Financial Advisors. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances, with a process that includes ongoing monitoring and quarterly reviews.

Rebekah Peterson is a financial advisor with Affiance Financial LLC, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Her prior experience includes a decade at Ameriprise Financial Services Inc. and a role at Private Client Services. Affiance Financial serves individuals, employer-sponsored retirement plans, charitable organizations, and businesses, providing both discretionary and non-discretionary investment management alongside financial planning and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach to asset allocation and offers a range of model strategies and alternative investment options.

Jacob Kogler is a CFP® professional with 13 years of experience in the financial industry. He has worked at Greater Midwest Financial Group, LLC since 2023 and was previously with Kestra Advisory and Kestra Investment Services from 2015 to 2023. Prior to his advisory roles, he served as a case manager preparing cases for advisors. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement plan consulting. The firm manages approximately $589 million in assets and employs a multi-faceted investment approach overseen by an internal committee, allocating assets across a diversified range of securities and offering both discretionary and non-discretionary management.

Dori Petroff is a financial advisor at Lifelong Wealth Advisors, Inc. with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Gradient Securities, Paladin Capital, Paladin Insurance, Paladin Financial, Cetera Advisor Networks, JRA Financial, and AdvisorNet Financial. Lifelong Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm employs a consultative, team-based approach and utilizes a range of investment vehicles, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Ty Nelson is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. His prior work includes roles at HRCC, Jax Exteriors, Dick's Sporting Goods, and Legacy Christian Academy, where he worked for 14 years. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment approaches, including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in client support.

Cody Nadeau is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Tailwinds Wealth in 2022, he worked at Great Water Wealth Management and AdvisorNet Financial. Outside of advisory roles, he is also involved in insurance sales. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and tailored investment policy statements. The firm employs a range of analytical techniques and may utilize third-party managers and model portfolios while maintaining a predominantly agnostic stance on ESG factors.

Benjamin Olson is a Series 65-licensed financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN, bringing nine years of experience at the firm and eight years in related roles. His background includes positions with University Investment Advisors and Guardian Tax L.L.C., as well as involvement in Guardian Insurance Solutions, LLC, where he acts as an insurance agent. Outside of his advisory work, he previously managed Cimarron Rock Enterprises for a decade. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with approximately $944 million in assets under management.