Joseph Turner is a Series 66-licensed financial advisor with five years of industry experience, currently with Great Waters Financial in Shoreview, MN. He has previously worked at Thrivent Financial and AdvisorNet Wealth Management. Outside of his advisory role, Turner serves as an assistant coach for a youth soccer club and conducts a male octet at Calvary Lutheran Church. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets, offering a range of investment strategies and standalone financial planning, tax preparation, and retirement-plan rollover advice.

David Neal is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He holds a Series 65 designation and has been with Tealwood since 1998. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and utilizes a proprietary strategic risk management framework with regular account reviews and performance reporting.

Tracy Johnson is a CFP® professional at Geometric Wealth Advisors, LLC with five years of industry experience. Prior to joining Geometric Wealth Advisors in 2021, Johnson worked at Ameriprise Financial Services, Inc. for five years. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm emphasizes a long-term, broadly diversified investment approach and supports clients with in-house tax professionals and multi-generational estate planning.

Benjamin Lazarus is a CFA® charterholder with nine years of industry experience. He is currently a partner at Epiq Partners, LLC in Minneapolis, having joined the firm in 2025. Prior to Epiq, he worked at Capstone Investment Advisors and Parametric Portfolio Associates. Lazarus is also involved in a fintech venture, LOOP PORTAL LLC, which connects investment fund LPs to GPs. Epiq Partners serves individuals, families, and related entities such as pension plans and charitable organizations, providing investment consulting and portfolio management. The firm uses proprietary model strategies that combine concentrated security selection with equity options and private investments to manage approximately $291 million in discretionary assets.

Ryan Weiss is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Entrust and Valmont Industries, as well as periods devoted to full-time education. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans, primarily managing portfolios on a non-discretionary basis and utilizing third-party managers and model portfolios.

Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Douglas Mock is a financial advisor with Everest Financial Group in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His career includes roles at Osaic Wealth, Inc. since 2024 and Securities America Advisors, Inc. from 2006 to 2024. In addition to his advisory work, he founded the Tax and Retirement Resource Center in 2010, where he educates clients on retirement planning topics such as Social Security, Medicare, and tax strategies. He also owns Doug Mock Tax Advisors, providing tax preparation and planning services. Everest Financial Group serves individual clients, high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, using a variety of analytical techniques and model asset allocation programs to deliver both discretionary and non-discretionary investment management.

Robert Caverly Jr. is a CFP® professional with 12 years of experience, currently serving at Bond & Devick Wealth Partners since 2016. He holds the Series 66 designation and is based in Saint Louis Park, MN. Outside his advisory role, he is president of the board for the Minnesota Thunder Academy, a youth sports organization. Bond & Devick Wealth Partners manages approximately $705 million for individuals, trusts, estates, charitable organizations, and businesses through a nine-advisor team. The firm uses a goals-based, fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research and both long-term and tactical investment strategies.

Ethan Favre is a CFP® and Series 66-registered financial advisor with one year of industry experience. He is currently with SimplyRIA Advisor Network in Blaine, MN, and previously worked at Northwestern Mutual Investment Services LLC and Edward Jones. Outside of his advisory work, he operates a vending machine route. SimplyRIA Advisor Network serves individuals, trusts, and qualified retirement plans, offering investment management, financial planning, and fiduciary support through a team-based approach that combines active and passive strategies with a range of management options.

Devon Johnson is a financial advisor at Great Waters Financial with six years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with Advisornet Wealth Management and has experience in insurance sales as an agent. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a tiered service model and integrates both fundamental and technical analysis across various asset classes, offering discretionary and non-discretionary management.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Jeremy Lipinski is a CFP® with 18 years of industry experience and currently serves at Lifelong Wealth Advisors, Inc. He has worked at Lifelong Wealth Advisors since 2006, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. In addition to his advisory role, he is a representative involved in selling fixed life insurance, annuities, and long-term care products. Lifelong Wealth Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and profit-sharing plans, serving both non-high-net-worth and high-net-worth clients. The firm employs a team-based, consultative approach that customizes asset allocation and portfolio construction based on client-specific factors, utilizing model portfolios, independent managers, and discretionary trading authority.

Gregory Molle is a CFP® with 41 years of industry experience, currently serving as CEO and managing partner at Strong Tower Advisory Services in Minneapolis, MN. He has held advisory roles at DFPG Investments, Advisor Financing LLC, Cetera Advisor Networks, and Advisornet Wealth Management. Molle is also involved as a silent partner in a startup bar and restaurant business. Strong Tower Advisory Services works with individual clients, small businesses, trusts, and estates, offering discretionary portfolio management, financial planning, retirement plan advisory, and broader financial consulting. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on downside risk management and retirement-plan fiduciary services.

Daniel Engskov is a Series 65-licensed advisor with Cedrus Wealth Group in Andover, MN, where he has worked since 2025. He has one year of industry experience and also serves as Director of Private Client Services at Rooted Tax, providing tax preparation, planning, and consulting. Prior to his advisory career, Engskov spent five years at Hempel Real Estate and four years at Ryan Companies. 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 manages approximately $218 million using a range of investment strategies, including fundamental and technical analysis, tactical approaches, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com into its client offerings.

Lawrence Chan is a financial advisor at Running Oak Capital LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities for 12 years. Running Oak Capital provides discretionary portfolio management mainly for high-net-worth individuals and various institutional clients. The firm employs an equity-focused investment approach that combines fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and it serves in multiple roles including ETF advisement and sub-advisory services.

Shawn Eells is a CFA® charterholder with seven years at Palisade Asset Management, LLC and over 12 years of prior experience at UnitedHealth Group. He holds a Series 63 license and is based in Minneapolis, MN. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income strategies, tailoring portfolios to client objectives and utilizing third-party managers and diversified investment vehicles.

Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.

Peyton Chapman is a financial advisor at Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cedrus Wealth Group, Chapman worked at Raymond James Financial Services and has been involved with organizations such as International Justice Mission and Ninth Street Soccer and Coffee. 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 methods from fundamental and technical analysis to tactical strategies and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com to support client portfolios and planning.

Nicholas Harrel is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Before entering finance, he worked at DICKS SPORTING GOODS for four years. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary account programs and is noted for its municipal securities underwriting and active involvement in managing client portfolios with third-party managers.

Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a wealth advisory firm serving individuals, families, and related entities by providing investment consulting, portfolio management, and solution-driven advice. The firm is noted for its customized asset-allocation roadmaps and proprietary model strategies, which incorporate individual equities, fixed income, mutual funds, ETFs, and private investments, with a distinctive use of equity options in separately managed accounts.