Imara Hixon is a financial advisor at Great Waters Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and Allianz Life Financial Services, LLC. Outside of advisory work, she is also licensed as an 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 manages approximately $1.18 billion in assets across a range of investment strategies and also offers standalone financial planning, tax preparation, and retirement-plan rollover advice.

David Gau is a financial advisor with Great Waters Financial in Shoreview, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Fidelity Investments and TreeLine Wealth Management. In addition to his advisory role, he is licensed as an insurance agent with Great Waters Financial. Great Waters Financial serves individuals across wealth levels as well as business entities, trusts, and charitable organizations, managing approximately $1.235 billion across 1,627 client relationships with a 23-advisor team. The firm offers discretionary and non-discretionary portfolio management combined with financial planning services, utilizing both fundamental and technical analysis and a range of investment vehicles.

Michael Swanson is a financial advisor at Great Waters Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at MetroState University, Jimmy John's, Papa Murphy's, McDonald's, and New Prague High School. Swanson is also licensed as an insurance agent through Great Waters Financial. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, offering a range of service tiers. The firm manages approximately $1.18 billion in assets across equities, fixed income, mutual funds, and ETFs, utilizing both fundamental and technical analysis, and maintains additional services such as tax preparation and retirement-plan rollover advice.

Sharon Bloodworth is a CFP® with 10 years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has worked with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors offers wealth management, discretionary investment management, family office services, and financial planning to individual, high-net-worth, family office, and accredited investor clients. The firm employs a proprietary investment model that combines diversified Core and Private Funds, supported by independent research and ongoing performance reviews, and provides comprehensive family office functions alongside its investment services.

Sabrina Fay is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 13 years of industry experience. She currently works at Bond & Devick Wealth Partners and has previously held roles at Ameriprise and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a leadership role as Immediate Past Chair, and advises Minnesota State University's Women Certificate Program. She also contributes as a subject matter expert for HCPL Global and writes assessments related to Certified Financial Planner topics. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning with an emphasis on individualized strategies and ESG research.

Teresa Devick is a Series 65-licensed advisor with Bond & Devick Wealth Partners, bringing nine years of industry experience. She has been with Bond & Devick Financial Corporation since 2006. Devick serves as a board member for CROSS Services, a food shelf and housing support organization, providing legal and donor relations assistance. Bond & Devick Wealth Partners is a six-advisor team managing approximately $615 million for individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, quantitative, cyclical, and ESG research to tailor portfolios, monitors and rebalances holdings regularly, and offers a limited wrap fee program for legacy and nonprofit clients.

Allen Le May is a financial advisor at Strong Tower Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining Strong Tower Wealth, he held roles at Gratus Funds, ServiceNow, Oracle, Butterfly Network, and Workday. Strong Tower Advisory Services manages approximately $759 million in client assets and serves individuals, high-net-worth clients, small businesses, trusts, estates, and retirement plan sponsors. The firm employs a total-return investment approach that combines capital appreciation, dividend income, and risk management through customized and model portfolios, tactical rebalancing, and hedging strategies utilizing ETFs, mutual funds, stocks, bonds, and options.

Ethan Magnuson is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial, LLC and VPWM Advisors, LLC, as well as experience outside finance in education and childcare. He is also registered as an insurance agent through his sole proprietorship. Vantage Point Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with investment portfolios reviewed quarterly.

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

Kyle Thomas is a CFP® professional with seven years of experience in the financial industry. He is currently with Guardian Wealth Strategies, LLC, where he has worked since 2024. Prior to that, he held various roles at RBC Capital Markets, LLC from 2016 to 2024. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm offers comprehensive and scaled investment programs, employing a process that combines fundamental and technical analysis, client-specific investment policy statements, and discretionary trading authority.

Christopher Johnson is a financial advisor at Affiance Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Wealth Enhancement Group. Johnson also maintains a role as an independent insurance agent specializing in Accident & Health, Variable Life & Variable Annuities, and Life insurance. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a variety of model strategies with both passive and active elements.

Brendan Halleron is a financial advisor at Affiance Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Affiance Financial and Private Client Services since 2017. Prior to his advisory career, he was employed by Cargill Inc for three years. He serves as a board member of Achieving Cures Together, a nonprofit focused on microbiome research and microbial disease cures. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a range of model strategies with blended passive and active investments.

Robert Lawson is a CFP® with 17 years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC since 2020. He previously worked at Sns Financial Group, LLC (D/B/A Vector Wealth Management) and Vector Wealth Management, LLC. Outside of his financial advisory role, he is a musician performing guitar and vocals in two rock bands, POPBANG! and The Soul Trustees. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofits, corporations, and ERISA company retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment strategies.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a consultative, team-based approach that includes tailored strategies, asset allocation, portfolio construction, and employs proprietary model portfolios as well as derivative instruments in separately managed accounts.

Jon Otterness is a financial advisor at Vantage Point Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also operated as a sole proprietor since 2006. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platforms and programs.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, holding a Series 66 designation with 12 years of industry experience. He previously worked at Morgan Stanley for six years and has been involved with 705 5th Ave SE Partners LLC since 2018. Outside of investment advising, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships. The firm serves individuals, trusts, estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, offering customized portfolio strategies and a combination of advisory services with client education and outreach.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Jonathan London is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Oakwood Capital since 2014 and has prior experience with Oakwood Capital Securities, Inc. outside that period. In addition to his advisory role, London serves as a city council member in New Hope, MN. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management, utilizes third-party managers and model portfolios, and conducts annual reviews and reporting for client accounts.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.