Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.

Betty Albitz is a financial advisor at Contego Capital Group, Inc. with 41 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Contego Capital Group in 2026, she worked at LPL Financial and National Planning Corporation, and has operated her own business since 1998. She is also president and owner of BJAlbitz Tax Services, a tax preparation and accounting firm. Contego Capital Group is a SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm provides discretionary asset management, sub-advisory services, and retirement-plan advisory roles, focusing on asset allocation and security selection using multiple analytical approaches.

Matthew Wicklund is a financial advisor at Contego Capital Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Contego Capital Group since 2018. Additionally, he is an insurance agent with Contego Capital Benefits, a role he has held since 2008. Contego Capital Group primarily serves 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, managing portfolios using fundamental, technical, and cyclical analysis.

Catherine Hietala is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at several firms including MML Investor Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and MSI Financial Services. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, employing a variety of analytical methods and investment strategies while utilizing custodial and third-party platforms to manage client assets.

Patrick Smith is a financial advisor at Bearing Point Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Outside of his advisory role, he is involved in a musical group called Surreal McCoys, which recently produced a CD generating royalties. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive client assessment and primarily fundamental analysis to construct customized portfolios, offering a broad range of securities and alternative investments.

Gregory Paine is a financial advisor with Capital Management Associates Inc in Faribault, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and 1st United Bank. Outside of his advisory work, he is a partner in a family-owned rental property business. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading approaches.

Jennifer Cords is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Cedar Cove Wealth Partners in Bloomington, MN, where she has worked since 2025. Her prior experience includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to her advisory work, she is a licensed insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, offering discretionary investment management and financial planning. The firm employs a mix of active and passive strategies, tactical asset allocation, and alternative investments, and provides coordinated estate planning services through partnerships.

Scott Foreman is a financial advisor at Capital Management Associates, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Capital Management Securities, Ronin Advisory, and First Advisors. Foreman is also the secretary of the Hispanic Republican Assembly of Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a blend of fundamental, technical, and cyclical analysis across various securities and offers both discretionary and non-discretionary portfolio management alongside financial planning and a manager-of-managers program.

Jann Mauri is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with 11 years of industry experience. Mauri has been with Stevens Foster since 2013. Mauri maintains a Minnesota insurance license for service purposes but does not receive commissions. Stevens Foster Financial Advisors serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm combines investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation, and employs a tax-aware, risk-focused approach supported by in-house tax professionals.

Christopher Sipe is a CFP® with 16 years of experience in the financial services industry. He currently serves at Cedar Cove Wealth Partners and has previously worked at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to his advisory role, Sipe is a licensed insurance agent involved in servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, blending active and passive strategies, tactical asset allocation, and ESG considerations. The firm offers discretionary portfolio management and financial planning, including estate planning coordination, and operates its own wrap program while utilizing various third-party platforms and strategists.

Richard Devick is a CFP® professional with 32 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2016. He participates in charitable organizations, including advisory and board roles with the University of Minnesota International Adoption Clinic and People Serving People. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities with approximately $705 million in assets under management. The firm employs a goals-based, fiduciary approach incorporating individualized financial plans, continuous portfolio monitoring, and a mix of fundamental, quantitative, and cyclical analysis, with ESG research available as part of its investment planning.

Benjamin Johnson is a CFP® with 14 years of industry experience currently serving at Cedar Cove Wealth Partners. His prior roles include positions at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also a licensed insurance agent providing insurance services to clients. Cedar Cove Wealth Partners is a team of 10 advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management, financial planning, and estate planning coordination, employing a blend of active and passive strategies alongside tactical asset allocation and alternative investments.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

Ruth Langworthy is a financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. She has worked at Punch & Associates since 2019 and previously at Hoogendoorn & Talbot, LLP. Langworthy holds a Series 65 designation. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, government entities, and trusts. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management, Wealth Advisory services, and private fund management.

Yelisey Kuts is a CFP® and Series 65 licensed financial advisor with nine years of industry experience. He has been with Guardian Wealth Strategies, LLC since 2018 and also works with Elevate Life Wealth Management LLC and CG Advisory Services LLC. Outside of his advisory roles, Kuts is involved with Haven Financial Group and All Things Financial LLC, where he assists in the sale of fixed insurance and fixed indexed annuities. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, charitable organizations, and qualified retirement plans. The firm offers both comprehensive planning and scaled investment options, utilizing a combination of fundamental and technical analysis along with documented investment policy statements.

Bennett Marks is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN, holding a Series 63 designation and 43 years of industry experience. He has been with Marks Group Wealth Management since 2008 and previously worked at LPL Financial LLC. Outside of his advisory role, he serves as a trustee for the Foundation for Endowment of the American Birkebeiner. Marks Group Wealth Management provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs multiple actively managed strategies and may allocate client assets to independent managers while maintaining oversight and client communication.

Carol Goetsch is a financial advisor at Oakwood Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets, U.S. Bancorp Investments, and The Leaders Group Inc. Outside of Oakwood, she is involved with LIBRA, focusing on institutional market sales and insurance business. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business clients. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

Kevin Rose is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He previously served 14 years in the United States Air Force and continues to serve in the Air Force Reserve. Valley Wealth Strategies is an SEC-registered multi-advisor firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm generally employs a long-term investment approach with flexibility for shorter-term trading and uses both internally managed portfolios and recommendations for independent managers and platforms.

Scott Robbins is a financial advisor with Feltl Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Feltl and Company since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are generally not high-net-worth, as well as to entities such as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis tailored to clients' risk profiles.

Matthew Merrick is a financial advisor at Strategic Wealth Group in Eden Prairie, MN, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. for 10 years. Outside of his advisory role, Merrick operates an insurance sales business as a sole proprietor. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a client strategy approach that includes fundamental and technical analysis, use of model management, and hiring sub-advisors, while integrating broker-dealer and insurance activities.