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®, ChFC®, and Series 63 licensed advisor with 44 years of industry experience. She is currently with E-Wealth Partners and previously worked at Kestra Advisory and Kestra Investment Services. 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 around 224 clients. The firm serves individuals, corporations, public entities, and other advisers, applying a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with an emphasis on asset-class allocation and tax efficiency.

William Stevens is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Stevens Foster Financial Advisors since 1998 and also has a background with Linsco/Private Ledger Corp. Stevens serves on the board of Penumbra Theatre in an unpaid capacity and pursues buying and selling old books as a hobby. Stevens Foster Financial Advisors serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with year-round tax planning and focuses on executive benefits and stock-based compensation within clients’ financial plans.

Gregg Huberty is a CFP® with 13 years of industry experience, currently serving as an advisor at Bearing Point Capital. Prior to joining Bearing Point Capital, he worked at Morgan Stanley in various roles from 2015 to 2024. He also serves as a trustee and co-trustee for a trust in Prior Lake, Minnesota. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a client-specific approach that considers financial condition, risk profile, tax factors, and goals, using fundamental and technical analysis to build customized portfolios across a diverse range of securities and investment vehicles.

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining DSG Capital Advisors in 2024, he worked at Hightower Advisors for one year and has been employed as a Flight Officer with United Airlines since 2007, allocating about 10% of his monthly time to that role. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses by providing investment management, financial planning, family office coordination, and retirement plan advisory services. The firm combines quantitative and qualitative analysis with macroeconomic inputs to construct primarily long-term portfolios consisting of individual stocks, bonds, ETFs, and third-party managers as appropriate.

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 29 years of industry experience. He holds a Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC for eight years. Outside of his advisory role, he serves as co-trustee and investment advisor for multiple family trusts and is a managing partner of an investment-related family limited liability company. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses by providing investment management, financial planning, family office coordination, and retirement plan advisory services. The firm employs a long-term investment approach combining quantitative and qualitative analysis, constructing portfolios of individual securities and ETFs while incorporating third-party managers when appropriate.

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.

Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.

Betty Albitz is a financial advisor at Contego Capital Group, Inc. with 41 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Contego Capital Group in 2026, she worked at LPL Financial and National Planning Corporation, and has operated her own business since 1998. She is also president and owner of BJAlbitz Tax Services, a tax preparation and accounting firm. Contego Capital Group is a 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, focusing on asset allocation and security selection using multiple analytical approaches.

Matthew Wicklund is a financial advisor at Contego Capital Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Contego Capital Group since 2018. Additionally, he is an insurance agent with Contego Capital Benefits, a role he has held since 2008. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, managing portfolios using fundamental, technical, and cyclical analysis.

Catherine Hietala is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at several firms including MML Investor Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and MSI Financial Services. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, employing a variety of analytical methods and investment strategies while utilizing custodial and third-party platforms to manage client assets.

Patrick Smith is a financial advisor at Bearing Point Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Outside of his advisory role, he is involved in a musical group called Surreal McCoys, which recently produced a CD generating royalties. 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 assessment and primarily fundamental analysis to construct customized portfolios, offering a broad range of securities and alternative investments.

Gregory Paine is a financial advisor with Capital Management Associates Inc in Faribault, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and 1st United Bank. Outside of his advisory work, he is a partner in a family-owned rental property business. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading approaches.