Spencer Davies is a CFP® professional with two years of industry experience, currently serving at BGM Wealth Partners. His prior work includes roles at Wells Fargo, Target, Northwestern Mutual, and Shoreland Country Club. Outside of advisory work, he holds a vice president and shareholder position at Lea Management Company, a real estate and management firm. BGM Wealth Partners is a team-based wealth management firm consisting of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves individual and high-net-worth clients, focusing on integrated financial planning and portfolio management supported by a multidisciplinary team that includes CFP and CPA/PFS credentialed professionals.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Brett Skrede is a financial advisor with Legacy Wealth in Woodbury, MN, holding a Series 65 designation. He joined Legacy Wealth in 2022 and has prior work experience in various roles including at DoorDash and Olive Me Chiropractic. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment process and offers Biblically Responsible Investing options alongside portfolio management and retirement-plan consulting.

Mark Vitelli is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Compass Capital Management Inc in Minneapolis, MN. He has been with Compass Capital Management since 2011. In addition to his advisory role, Vitelli is an adjunct instructor at the University of St. Thomas-Opus College of Business. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and high-net-worth individuals. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Jared Holt is a CFP®-certified financial advisor at Pine Grove Financial Group with 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Jared is also a licensed insurance agent. Pine Grove Financial Group serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary asset management, financial planning, and fiduciary consulting. The firm employs a value investing approach with strategic asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Joseph Schwarz is a CFA® charterholder with 17 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in client assets and employs a range of investment strategies including the use of derivatives and leverage, with a focus on asset allocation and regular portfolio monitoring.

John Rudi is a CFP® professional with 17 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. Prior to this, he held roles at Wells Fargo Advisors and Wells Fargo Clearing. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for around 441 clients. The firm offers personalized financial planning and investment management, primarily serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans through a team of ten advisors.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. 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 variety of analytical methods and investment strategies while operating under fiduciary standards.

Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.

Elizabeth Alward is a financial advisor at Compass Capital Management Inc with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Varde Partners for six years. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research approach with a focus on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

Denise Rich is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Denise is a member of the Minneapolis Women’s Rotary, where she volunteers in fundraising efforts benefiting women and children in Minnesota. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of asset-allocation model portfolios, fundamental security selection, and both long- and short-term strategies, sourcing model solutions from multiple institutional providers.

William Velgersdyk is a financial advisor with Strong Tower Advisory Services in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial advisory field, he worked in various roles including at Agiliti and Twin City Filter Service, and spent four years affiliated with the University of St. Thomas. Strong Tower Advisory Services provides discretionary portfolio management, financial planning, retirement-plan fiduciary, and financial consulting services to individuals, small businesses, trusts, and estates. The firm manages approximately $759 million in client assets and employs a total-return investment approach that combines capital appreciation and dividend income with risk management strategies including the use of derivatives and leverage.

Mindy Prow is a financial advisor at Parr McKnight Wealth Management Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Ameriprise Financial Services, and Merrill. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm’s approach combines long-term fundamental analysis with tactical trading, offering personalized financial planning and investment management across a range of asset types.

Jacob Abbott is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience working in the hospitality and social gaming sectors, as well as attending the University of Minnesota Duluth. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. Financial planning services are included as part of the advisory relationship, and the firm emphasizes structured “buffer” ETFs and technical methods in its investment approach.

Kimberly Hamlin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Allodium Investment Consultants, LLC and has previously worked at firms including Prowealth Financial, Cetera, and Voya Financial Advisors. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances, with a process that includes ongoing monitoring and quarterly reviews.

Keller Lampert is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Stevens Foster in 2022, he worked at the University of St Thomas and Rosemount High School. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning, portfolio management, and integrated tax services. The firm uses a dedicated investment team and committee to create tax-aware, diversified portfolios and provides year-round tax strategies alongside investment advice.

Jacob Kogler is a CFP® professional with 13 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. He has worked with Kestra Advisory and Kestra Investment Services, LLC for over a decade. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, employing an investment process that integrates multiple analytical approaches and utilizes a range of investment vehicles under oversight from an internal investment committee.

Dori Petroff is a financial advisor at Lifelong Wealth Advisors, Inc. with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Gradient Securities, Paladin Capital, Paladin Insurance, Paladin Financial, Cetera Advisor Networks, JRA Financial, and AdvisorNet Financial. Lifelong Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm employs a consultative, team-based approach and utilizes a range of investment vehicles, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Heidi Hukriede is a CFA® charterholder with Stonebridge Capital Advisors LLC, where she has worked since 1997. She is based in St. Paul, MN, and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to more than 1,600 clients, including high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, managing diversified equity and fixed-income portfolios and utilizing options strategies where appropriate.