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.

Christopher Hamilton is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He also operates several business entities related to investment and insurance services. 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 uses fundamental and technical analysis to guide asset allocation and investment selection, offering both fiduciary advice and non-discretionary control options.

Douglas Dirks is a financial advisor with Bearing360 Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Bearing Point Capital and Morgan Stanley Private Bank. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm utilizes a broad range of investment instruments tailored to client objectives and emphasizes comprehensive, client-specific planning supported by both fundamental and technical analysis.

David Stevenson is a financial advisor at Oakwood Capital, Inc. in Edina, MN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Oakwood Capital since 2012 and affiliated with Oakwood Capital Securities, Inc. since 2009. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships and offers both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

Frederick Semmer is a CFA® charterholder and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Caissa Wealth Strategies in Bloomington, MN, where he has worked since 2026. Prior to that, he spent six years at Accredited Investors Inc. and took a year for extended travel. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to build and monitor portfolios, provides financial planning on fixed-fee or hourly bases, and offers access to private and alternative investments for qualified clients.

Henry Eilefson is a financial advisor at Secured Retirement Advisors, LLC in St. Louis Park, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at W&S BROKERAGE Services, Inc. and Western Southern Life. He has also worked in educational and public health sectors, including The College of Saint Scholastica and the Metropolitan Mosquito Control District. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients through a team of four advisors. The firm provides personalized financial planning, discretionary and non-discretionary portfolio management, third-party adviser selection, and pension consulting services, employing a mix of fundamental and technical analysis, long- and short-term strategies, and option writing.

Glenn Gullickson is a financial advisor at Contego Capital Group, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Copernicus, LLC, Merrill Lynch Investment Managers, and Blackrock Investments. Outside of advising, he owns Copernicus LLC, a company that develops mobile phone software applications. 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 provides discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing strategies based on asset allocation and security selection using fundamental, technical, and cyclical analysis.

Olivia Drey is a Series 66-licensed financial advisor at Financial Perspectives with one year of industry experience. She previously worked at Ameriprise for two years and has held various roles in education and business. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services, portfolio management, and access to independent managers. The firm customizes recommendations based on client objectives and risk tolerance, monitors portfolios regularly, and integrates third-party reporting and custodial platforms.

Alex Wattermann is a financial advisor at Dougherty Wealth Advisers LLC with a Series 65 designation and two years of industry experience. Prior to joining Dougherty Wealth Advisers, he worked at United Parcel Service, Inc and was affiliated with the University of Minnesota, Duluth. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning, tax, and consulting services. The firm uses asset allocation models tailored to client-specific objectives and risk tolerances, typically implementing portfolios with mutual funds and ETFs while also incorporating individual securities and alternative investments.

Craig Binsfield is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 license and bringing 40 years of industry experience. He has been with USAdvisors since 2011 and has also worked with Osaic Wealth, Inc. since 2024. Outside of advisory work, he owns Benefit Advisors Inc., a firm providing group insurance for businesses, and occasionally works as a ride-share driver. USAdvisors Wealth Management is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines asset-allocation model portfolios with fundamental security selection, offering a variety of model types and access to alternative investments to align with client objectives.

David Dugan is a CFP® with 23 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2005. Dugan is also a 33% owner of FP Tax & Accounting, LLC dba Dugan & Company, a tax preparation firm separate from his advisory work. Financial Perspectives provides investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1.00 billion in assets and operates through a multi-team advisory model.

Dyanne Ross Hanson is a CFP® and ChFC® with 44 years of industry experience. She is currently with E Wealth Partners and has previously worked at Kestra Advisory and Kestra Investment Services, among other firms. Hanson is the founder and president of Exit Planning Strategies, LLC, where she provides business exit and transition consulting for business owners. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm serves individuals, corporations, municipal entities, and other advisers, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with emphasis on asset allocation and tax efficiency.

William Stevens is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding the ChFC® and Series 63 designations. He has 26 years of industry experience and has been with Stevens Foster since 1998. Stevens also has a long tenure with Linsco/Private Ledger Corp. Outside of his advisory work, he serves as an unpaid board member of Penumbra Theatre and pursues a hobby of buying and selling old books. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations. The firm combines investment management with tax planning and preparation, advising clients on executive compensation and retirement plan integration, with a focus on customized, tax-aware portfolio management overseen by an internal investment committee.

Gregg Huberty is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Bearing360 Wealth, LLC and has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he acts as a trustee and co-trustee for a family trust. Bearing Point Capital, LLC offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific planning process and utilizes a broad range of investment instruments tailored to each client’s objectives.

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors. Outside of finance, Mc Pherson is a Flight Officer with United Airlines, a role he has held alongside his advisory career. DSG Capital Advisors manages approximately $780 million for high-net-worth clients, providing customized long-term investment portfolios, financial planning, and family office services.

Edgar Villegas is a financial advisor at Stiles Financial Services, Inc. in Edina, MN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial and Secured Retirement Advisors, LLC. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio management program, emphasizing diversification, asset allocation, risk management, and long-term investment strategies.

Mindy Reid is a CFP® professional with 27 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she worked for 18 years at Ameriprise Financial Services, Inc. She is also a reserve teacher and career search part-time teacher for Wayzata Public Schools and serves as a trustee on the board of Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, and institutional plan sponsors. The firm emphasizes a customized financial planning process and employs a long-term investment approach using a diverse range of financial instruments.

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 30 years of industry experience. He holds the Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2024. He is involved as a co-trustee and investment advisor for several family trusts and serves as managing partner and advisor for a client family trust through Stone Arch LLC. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships starting at $5 million. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services, employing a research approach that combines quantitative and qualitative analysis with ongoing client communication.

Gregory Trebil is a CFP® professional with 17 years of industry experience, currently serving as Director of Financial Planning and Investments at Tradition Wealth Management LLC. His prior experience includes roles at Morgan Stanley and Concourse Financial Group Securities Inc. Tradition Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, employer-sponsored plans, and charitable organizations. The firm offers a range of investment solutions including model portfolios, third-party manager programs, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.