Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, Bertilson is a partner in 360 Security Services LLC and Rooted Tax Group, LLC. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a combination of fundamental, technical, and tactical strategies, integrates AI-enabled estate and tax planning tools, and maintains a formal affiliation with an accounting firm for potential cross-referral opportunities.

Skip Johnson is a financial advisor at Tailwinds Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Gratus Funds and Advisornet Wealth Management. Outside of advising, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a diversified investment approach using multiple analysis techniques and often utilizes third-party managers and model portfolios.

Christopher Kelley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Compass Capital Management since 2014. Outside of his advisory role, he is a partner in Compass Advisors, LLC, where he researches tax-lien auctions and investment opportunities in internet startups, and serves as an advisory board member for Crown Infrastructure Solutions, focusing on technology and infrastructure. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research and valuation-based investment approach across equity and fixed income portfolios.

Jeffrey Broders is a financial advisor at Running Oak Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Funds Distributor, Inc. and Principal Financial Group. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and serves in multiple roles including ETF adviser and sub-advisor to wrap programs.

Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.

Varaphone Potter is a financial advisor at CSP Financial Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Champion Brokerage Group, WealthVest, Questar Capital Corporation, and Allianz Life. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.

Logan Taft is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2013, including a period at AdvisorNet Wealth Partners. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a consultative, team-based approach with tailored strategies and uses a mix of mutual funds, ETFs, independent managers, and direct indexing, alongside proprietary model portfolios and derivative strategies.

Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Josiah Larson is a CFP® with six years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Quantitative Advantage, LLC, and United Health Group, Inc. 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 company retirement plans. The firm’s investment approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client objectives, incorporating various investment vehicles to achieve diversification.

Noah Johnson is a financial advisor at Ballast Advisors, LLC in Saint Paul, MN, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Ballast Advisors, he worked at Fidelity Investments and has diverse work experience including roles at Mayo Clinic and in education. Ballast Advisors manages approximately $674 million in client assets for a variety of clients including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, investment and wealth management, and retirement plan consulting, utilizing strategies such as modern portfolio theory, strategic and tactical asset allocation, and periodic rebalancing.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Bremer Bank and Cetera, among others. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation across various asset classes, operating as a wholly owned subsidiary of Old National Bancorp.

James Erdmann is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 credential with six years of industry experience. His prior work includes roles at VPWM Advisors LLC and LPL Financial, LLC, as well as a year with Thomson Reuters and involvement with All Safe Global, Inc. He is also commissioned as a Notary Public. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, corporations, and retirement plans. The firm employs a combination of in-house advice, third-party managers, and various LPL Financial advisory platforms, incorporating both fundamental and technical investment analysis with regular portfolio reviews and monitoring.

Aaron Dally is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked with the firm and its related entities since 2013, including a five-year tenure at Woodbury Financial Services. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis with strategies that include long- and short-term holdings, options, and margin.

Joel Mccann is a financial advisor at BlueStem Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Litchfield and is Vice Chair of the Zion Lutheran Church Endowment Committee. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to construct long-term portfolios and offers both discretionary and non-discretionary management, combining direct advisory services with recommendations of external managers.

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Nicole Wilken is a financial advisor with Financial Perspectives in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2010. Outside of advisory work, she is also a licensed insurance agent for life, health, and variable insurance products and serves as a notary public in Minnesota. Financial Perspectives offers investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in assets and employs a multi-team advisory model, utilizing third-party managers and technology platforms while also providing an affiliated accounting practice for tax preparation and accounting services.

Jeffrey Schuur is a financial advisor with Oakwood Capital, Inc. in St Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oakwood Capital since 2014 and has worked with its affiliated Oakwood Capital Securities, Inc. since 1995. Outside of his advisory role, he owns JRS LLC, which provides personal tax and financial planning services. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary Oakwood-managed options and third-party manager solutions.

Russell Rogers is a CFP®-credentialed financial advisor with 18 years of industry experience. He is associated with Summit Investment Advisory Services, where he has worked since 2015. Rogers also has a history with LPL Financial starting in 2011. 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 mix of analytical approaches and manages accounts through its own programs as well as various LPL Financial-sponsored advisory programs.