John Murphy is a CFA® charterholder with 12 years of industry experience and has been with Murphy Pohlad Asset Management LLC for 24 years. He holds a Series 63 license and is based in Eden Prairie, MN. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and laddered fixed-income strategies, providing tailored portfolio management integrated with planning and collaboration services.

Ryan Leidle is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and began his advisory career with Fiat Wealth Management in 2026. Prior to this role, he served in the Florida Army National Guard and has experience in various positions including work at Florida Gulf Coast University and Safety Signs. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering services such as financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

John Kelly is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Cedar Cove in 2025, he worked at Thrivent Advisor Network, LLC, and Thrivent Financial in various advisory roles. He is also licensed as an insurance agent, providing insurance services to clients as part of his practice. Cedar Cove Wealth Partners is a team of ten advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management and financial planning services, utilizing a blend of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, with an emphasis on client communication and estate-planning coordination.

Patrick Sheldon is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc., where he has worked since 2016. He has five years of industry experience. Punch & Associates provides discretionary investment management and wealth advisory services to a diverse client base including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment approach with an emphasis on bottoms-up research and behavioral analysis, managing portfolios on a discretionary, team-based basis.

Robert Kincade is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Ian Schneider is a financial advisor with MD Financial Advisors / Vestment Financial in Watertown, MN. He holds a Series 65 designation and has six years of industry experience, including four years at the University of Minnesota Duluth and seven years at his current firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation-driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Mary Bridget Handke is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Birchwood Financial Partners, Inc. since 2014. She contributes to financial literacy by responding to student questions on finance and investments through the BESTPREP program and also operates a small floral arrangement business. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans, with an investment approach based on Modern Portfolio Theory emphasizing asset allocation and risk profile alignment.

Jonah Pellegrom is a financial advisor at MD Financial Advisors / Vestment Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of his advisory role, he has worked as a food delivery driver for DoorDash. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost funds.

Joseph Johnston is a financial advisor at Everest Financial Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. He is based in Minneapolis, MN. 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 and financial planning services, employing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Grant Bennett is a Series 65 credentialed advisor at The Wealth Group – Austin B. Colby & Associates with experience spanning several educational and retail roles. His work history includes positions at Target, Crown College, Maranatha Christian Academy, and Parnassus Preparatory School prior to joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies that include asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Nathan Knoll is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Cedar Cove Wealth Partners. He has previously worked at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, Knoll directs a community choir in Minneapolis. Cedar Cove Wealth Partners serves individual and institutional clients, managing over $455 million in assets with a team of 10 advisors. The firm provides discretionary investment management and financial planning, utilizing a mix of active and passive strategies, tactical asset allocation, and alternative investments, while coordinating estate planning services.

Christine Sorensen is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Tradition Wealth Management since 2003 and previously worked at Concourse Financial Group Securities Inc for 21 years. Tradition Wealth Management is a multi-team SEC-registered investment adviser with approximately two dozen professionals managing around $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, providing financial planning, portfolio management, third-party manager analysis, and 1031 exchange consulting.

Steven Lear is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has worked at Private Client Services since 2017 and previously at Cetera Advisor Networks and Affiance Financial LLC, where he also serves as CEO of the holding company. Outside of his advisory work, he is involved in several nonprofit and community organizations focused on financial literacy, education, disaster response, and Jewish community services, and he founded Stevelear.org, a platform for leadership and financial literacy content. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, including discretionary and non-discretionary management options.

Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. 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 a team of five advisors.

Ryan Carlson is a financial advisor at Contego Capital Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Contego since 2016. Contego Capital Group is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, emphasizing asset allocation and security selection with regular account reviews.

Brandon King is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at multiple affiliated Oakwood entities since 2020 and previously held roles with Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2016 to 2020. In addition to his advisory role, he serves as Vice President of Oakwood Capital Accounting & Tax Advisors, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm manages primarily non-discretionary portfolios, utilizes third-party managers and model portfolios, and conducts at least annual reviews and reporting for client accounts.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.

Nicholas Heyer is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, written financial planning, ongoing advisory services, and ERISA plan consulting, with a focus on internally managed growth equity strategies and customized fixed-income approaches tailored to client needs.

Jason Roeske is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His career includes roles at Encore Group, Lake Street Capital Markets, and Ehlers. In addition to his advisory work, he provides compliance and regulatory consulting through Encore Group. Oakwood Capital offers investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management and utilizes third-party managers and model portfolios to serve its clients.