Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.

Paul Muscat is a CFP® professional with nine years of experience in the financial services industry. He currently serves as a financial advisor at Everest Financial Group and has held positions at OSAIC, Securities America, Morgan Stanley, and USAA. In addition to his advisory role, Muscat is involved in selling life insurance products as part of comprehensive financial plans for clients. Everest Financial Group provides investment management and financial planning services to individual and high-net-worth clients. The firm manages approximately $1 billion in assets across nearly 2,000 client relationships, employing a combination of analytical approaches and third-party managers within a discretionary wealth-management framework.

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

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.

Conner Kolodge is a CFP® and PFS™ certified financial advisor with nine years of industry experience. He has been with Cherry Tree Wealth Management, LLC for the duration of his career, spanning over nine years. Outside of his advisory role, Mr. Kolodge works as a part-time consultant lecturer on Employee Assistance Plans in the Twin Cities area, delivering presentations on budgeting and general financial topics. Cherry Tree Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individuals, pension plans, estates, trusts, charitable organizations, and government entities. The firm’s investment approach focuses on asset allocation and long-term buy-and-hold strategies using primarily passively managed institutional funds.

Patrick Deeg is a CFP® with 21 years of industry experience, currently serving at Marks Group Wealth Management, Inc. since 2010. He previously worked with LPL Financial for 11 years. Outside of his advisory role, he owns and manages rental properties in Minnesota. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed investment strategies, combining fundamental and technical analysis, and offers both discretionary and non-discretionary wealth management services.

Jessica Johnson is a financial advisor at Punch & Associates Investment Management, Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked for nine years at Gray Plant Mooty Mooty & Bennett, P.A. Johnson serves as a director of New Life Family Services, a crisis pregnancy center and adoption agency, and is president of NLFS Properties LLC, a related nonprofit entity. Punch & Associates serves private and institutional clients including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management, Wealth Advisory services, and management of private micro-cap and nano-cap funds.

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 Pohlad is a financial advisor at Murphy Pohlad Asset Management LLC with 12 years of industry experience. He has been with Murphy Pohlad Asset Management since 2002. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm provides tailored investment management based on fundamental analysis and valuation discipline, with portfolio strategies ranging from diversified allocations to focused stock holdings.

Damian Winther is a CFP® professional with 13 years of industry experience, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. He has been with Birchwood since 2014. Outside of his advisory role, Damian contributes to BESTPREP, a financial literacy program for young people, where he responds to student questions about finance, investments, and money. 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. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Zachary Wallace is a financial advisor at Murphy Pohlad Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Murphy Pohlad since 2020. Prior to that, he was with Ameriprise Financial Services and Robert Half, and also spent three years at the University of Minnesota Office of Admissions. Murphy Pohlad Asset Management delivers investment management services to individuals, trusts, estates, charitable organizations, and select business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and cost-conscious trading strategies while integrating financial planning and portfolio management through tailored investment policy statements.

Brett Angel is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with 18 years of industry experience. He holds the Series 66 designation and has been with Marks Group Wealth Management since 2011, previously working at LPL Financial LLC for ten years. Marks Group Wealth Management serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers a range of investment strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerances.

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.

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 at Bearing Point Capital in Bloomington, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include extensive tenure at Morgan Stanley Private Bank and Wells Fargo in various capacities over nearly two decades. 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-specific approach emphasizing fundamental analysis to construct customized portfolios across a broad range of securities and alternative investments.

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 with a Series 66 designation and one year of industry experience. Prior to joining Secured Retirement Advisors, he held a sales agent position at Western Southern Life. Secured Retirement Advisors, LLC is an SEC-registered investment adviser managing approximately $255 million for about 600 clients. The firm provides personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services, using a blend of fundamental and technical analysis, option strategies, and AI tools to tailor portfolios according to client objectives and risk tolerances.