Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships. The firm serves individuals, trusts and estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, employing model strategies and customized portfolios to meet client objectives.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Matthew Wright is a CFA® charterholder with 16 years of industry experience. He is currently with Cahill Financial Advisors, Inc., where he has worked since 2025. His prior experience includes roles at Summit Wealth Advocates, LLC, Avantax Planning Partners, Inc., and LPWM LLC. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm uses client interviews to establish investment policies and implements diversified portfolios using mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Paul Muscat is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Everest Financial Group in Minneapolis, MN. His prior experience includes roles at Morgan Stanley and USAA Investment Management Company. Muscat is also licensed to sell life insurance products as part of comprehensive financial plans. Everest Financial Group provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $1 billion in assets across nearly 2,000 client relationships. The firm employs a range of analytical approaches and offers discretionary portfolio management within a broader wealth-management framework.

Seth Kahn is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Northland Securities, Inc. for 24 years before joining Colliers Securities. Outside of his advisory role, Kahn is the managing manager of Wood River White Tail, LLC, which focuses on timber and real estate investments. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services through non-discretionary and discretionary programs, working with third-party managers for portfolio management and emphasizing municipal securities and underwriting activities.

Erik Carlson is a CFP® professional with two years of experience in the financial industry. He is currently with Cahill Financial Advisors, Inc. and was previously with Covenant Trust Company for eight years. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting services to individuals, trusts, businesses, foundations, and charitable organizations. The firm develops investment policies based on client objectives and risk tolerance, using a mix of mutual funds, ETFs, stocks, bonds, and sub-advised strategies.

John Drow is a CFA® charterholder with 40 years of industry experience. He has been with Colliers Securities LLC in Minneapolis, MN since 1997. 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, including non-discretionary accounts and discretionary wrap programs managed by third-party portfolio managers.

Troy Winegarner is a CFP® with 26 years of industry experience and is currently a principal at Strong Tower Advisory Services in Minneapolis, MN. He has held leadership roles at multiple firms including Advisor Financing LLC and Olivia Aviation, where he serves as CEO. Winegarner’s background includes wealth management and professional services, along with involvement in aviation leasing through Olivia Aviation. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs customized or model-based investment strategies using ETFs, stocks, bonds, mutual funds, and options, incorporating hedging and tactical rebalancing to manage risk.

Jessica Johnson is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc. in Edina, MN, and has nine years of industry experience. She previously worked at Gray Plant Mooty Mooty & Bennett, P.A. for nine years. Johnson serves as a director of New Life Family Services, a crisis pregnancy center and adoption agency, and holds a volunteer leadership role with the related nonprofit organization. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, employing a multi-cap, fundamentally driven and contrarian investment approach. The firm manages portfolios on a team basis and offers specialized micro- and nano-cap strategies alongside its wealth advisory process.

Patricia Kavanagh is a financial advisor with Parr McKnight Wealth Management Group in Minneapolis, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2018 and previously at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Cottage Couture, LLC, with her spouse. Parr McKnight Wealth Management Group serves individuals, families, trusts, estates, private foundations, and retirement plans with personalized financial planning and discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for about 441 clients, emphasizing customized financial plans that guide portfolio construction with a primarily long-term investment horizon.

Christopher Kaufman is a CFP® professional at Everest Financial Group with five years of industry experience. He has worked at several firms, including Great Waters Wealth Management and AdvisorNet Wealth Management. Outside of his advisory role, Kaufman is a musician and serves as Grants Chair for the Rotary Club of Faribault. Everest Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches and often delegates portfolio management to third-party managers within a wealth-management framework.

Thomas Schmid is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Nepsis Advisor Services, Inc. from 2013 to 2015 and at Nepsis, Inc. from 2010 to 2013. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational resources to other financial advisors and implements a wrap-fee investment approach with ongoing supervision and periodic portfolio re-optimization.

Damian Winther is a CFP® with 13 years of industry experience, currently serving as an advisor at Birchwood Financial Partners, Inc. since 2014. Prior to joining Birchwood, he worked at AdvisorNet Wealth Partners from 2012 to 2014. Outside of his advisory role, Damian participates in BESTPREP, where he engages with students to promote financial literacy. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach incorporates Modern Portfolio Theory with a focus on asset allocation, manager selection, and diversification, employing a range of investment instruments alongside traditional equities and fixed income.

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 21 years of industry experience and a Series 66 designation. He has held roles at Three Bridges Private Capital, Pine Grove Financial Group, Purshe Kaplan Sterling Investments, and Cetera Advisor Networks. Outside of advisory work, he is the author of the book "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm provides discretionary asset management, financial planning, and fiduciary consulting services, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Nicholas Thunker is a CFP® professional with 12 years of industry experience. He has been with Silveroak Wealth Management LLC since 2007. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other services, with a focus on individualized investment policies and ongoing portfolio supervision.

Michelle Campbell is a financial advisor with Pine Grove Financial Group in Woodbury, MN, holding CFP® certification and Series 63 and 65 licenses. She has 34 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of her advisory work, she volunteers with Union Gospel Mission and participates in endurance events supporting disabled individuals through My Team Triumph - Minnesota. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic asset allocation and employs third-party managers and model providers to implement client portfolios.

Ethan Imdieke is a financial advisor with Vantage Point Wealth Management, holding a Series 66 license and four years of industry experience. He has been affiliated with VPWM Advisors LLC and LPL Financial since 2022, and he also serves as an athletic coach at The Blake School. Outside of advising, he is involved in athletic coaching. Vantage Point Wealth Management offers investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, incorporating fundamental and technical investment analysis with quarterly account reviews and ongoing monitoring.

John Schonberg is a CFA charterholder affiliated with Stonebridge Capital Advisors LLC, where he has been working since 2013. He holds Series 63 and Series 65 licenses and is based in St. Paul, Minnesota. Schonberg is part of a six-advisor team at Stonebridge Capital Advisors. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a committee-driven investment process supported by specialized staff and emphasizes active, research-based portfolio management across a range of account types.

Douglas Dirks is a financial advisor at Bearing360 Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Wells Fargo Clearing, and Wells Fargo Bank. Bearing360 Wealth serves individuals, family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management. The firm employs a client-centered process that integrates comprehensive fact-finding and written financial plans, using a broad range of securities and investment strategies tailored to client needs.