Laura Kuntz is a financial advisor at Laurel Wealth Planning with 12 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. Kuntz serves as Vice President and board member of the Father Wasson Legacy Endowment Fund, Inc. in Chicago. Laurel Wealth Planning is a multi-advisor team managing approximately $395–396 million in client assets. The firm provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing a range of strategies including derivatives and option-writing within a disciplined investment committee process.

Jeffrey Schuur is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oakwood Capital since 2014 and affiliated with Oakwood Capital Securities, Inc. since 1995. Outside of his advisory role, he owns JRS LLC, providing personal tax and financial planning services. Oakwood Capital serves individuals, including high-net-worth clients, trusts, estates, and small business retirement plans, offering investment advisory, financial planning, and retirement plan consulting. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios combined with fundamental, technical, and cyclical analysis.

Jill Vilkama is a financial advisor at Birchwood Financial Partners, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Birchwood since 2020, following roles at Fure Financial and Cahill Financial Advisors. 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 employs a Modern Portfolio Theory-based investment approach that emphasizes asset allocation, manager selection, and diversification, utilizing a broad range of investment instruments alongside traditional equities and fixed income.

Russell Rogers is a CFP®-credentialed financial advisor with 18 years of industry experience. He is associated with Summit Investment Advisory Services, where he has worked since 2015. Rogers also has a history with LPL Financial starting in 2011. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a mix of analytical approaches and manages accounts through its own programs as well as various LPL Financial-sponsored advisory programs.

Meghan Bohlke is a CFP® with four years of industry experience, currently serving at FPNavigators. Her prior roles include positions at LPL Financial LLC and Northwestern Mutual Investment Services LLC. She holds the Series 63 designation and is based in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of Modern Portfolio Theory and fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance, and it offers services including wrap fee programs and multiple ERISA roles for retirement plans.

Daniel Mulheran Jr. is a financial advisor at Abbey Street with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Kestra Financial Services and The KNW Group. Mulheran serves on the board of Hazeltine National Golf Club and has been its president since 2022. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, wealth planning, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process focused on diversification and strategic asset allocation.

John Murphy is a CFA® charterholder with 12 years of industry experience and has been with Murphy Pohlad Asset Management LLC for 24 years. He holds a Series 63 license and is based in Eden Prairie, MN. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and laddered fixed-income strategies, providing tailored portfolio management integrated with planning and collaboration services.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

John Kelly is a financial advisor at Cedar Cove Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Advisor Network, LLC, and Thrivent Financial. Kelly is also a licensed insurance agent, providing insurance sales services to clients. Cedar Cove Wealth Partners manages approximately $455 million across a diverse client base including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a combination of active and passive investment strategies with an emphasis on diversification, tactical asset allocation, and various research methodologies, and it sponsors its own wrap fee program for most client accounts.

Patrick Sheldon is a financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Punch & Associates since 2016. Punch & Associates provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis across various market capitalizations and strategies.

Robert Kincade is a financial advisor at Stonebridge Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company focused on solutions for respiratory complications. 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 uses a committee-driven investment process supported by specialized staff, combining macroeconomic analysis and security-level research in managing portfolios.

Mary Bridget Handke is a CFP® with 13 years of industry experience, currently serving at Birchwood Financial Partners, Inc. since 2014. She previously worked at AdvisorNet Wealth Partners for one year. Outside of advising, she contributes to BESTPREP, an organization promoting financial literacy among young people, by responding to student questions about finance and investments. She also operates a small floral arrangement business. 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 employs a Modern Portfolio Theory-based investment approach, utilizing a variety of financial instruments alongside traditional equities and fixed income.

Brandon Valtinson is a CFP® professional with seven years of industry experience, currently with Valtinson Bruner Financial Planning. His prior experience includes seven years at Wells Fargo and roles as an independent insurance agent and operator of Valtinson Tax Services, which provides tax preparation and accounting services. He is also involved in life, long-term care, and disability insurance. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and quantitative analysis with an emphasis on asset allocation and manages one of the larger client bases among mid-sized advisory teams.

Jonah Pellegrom is a financial advisor with MD Financial Advisors / Vestment Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of finance, he works occasionally as a delivery driver for DoorDash. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Joseph Johnston is a financial advisor at Everest Financial Group in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Securities America Advisors, Inc., Securities America, Inc., and Catholic United Financial. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high-net-worth individuals. The firm manages portfolios using various analytical approaches and often delegates management to third-party managers, serving approximately 1,940 client relationships with about $1.00 billion in assets under management.

Nathan Knoll is a CFP® with 10 years of industry experience, currently serving at Cedar Cove Wealth Partners since 2025. Prior to joining Cedar Cove, he worked with Thrivent and Purshe Kaplan Sterling Investments. Outside of his advisory role, he directs a community choir, leading weekly rehearsals part of the year. Cedar Cove Wealth Partners manages approximately $455 million across a diverse client base, offering investment management and financial planning with strategies that combine active and passive approaches, diversification, and tactical asset allocation. The firm integrates ESG factors and utilizes multiple platforms for model portfolios and tax-sensitive solutions.

Christine Sorensen is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Tradition Wealth Management since 2003 and previously worked at Concourse Financial Group Securities Inc for 21 years. Tradition Wealth Management is a multi-team SEC-registered investment adviser with approximately two dozen professionals managing around $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, providing financial planning, portfolio management, third-party manager analysis, and 1031 exchange consulting.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Steven Lear is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has worked at Private Client Services since 2017 and previously at Cetera Advisor Networks and Affiance Financial LLC, where he also serves as CEO of the holding company. Outside of his advisory work, he is involved in several nonprofit and community organizations focused on financial literacy, education, disaster response, and Jewish community services, and he founded Stevelear.org, a platform for leadership and financial literacy content. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, including discretionary and non-discretionary management options.

Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.