Zackary Trevis is a CFP® professional with two years of industry experience, currently affiliated with Bond & Devick Wealth Partners in Saint Louis Park, MN. His work history includes roles at McNellis & Asato, Red Wing Shoes, Prestige Pools, and Hastings High School. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm employs a goals-based, fiduciary approach that incorporates fundamental, quantitative, and cyclical analysis, offering services such as portfolio management, financial planning, and consulting.

Anthony Parr is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, Parr owns FA Academy, a firm focused on content creation and training for financial advisors, and serves as an advisory board member for Horizon Agency. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients and emphasizes a customized financial plan that guides portfolio construction with a primarily long-term investment approach supplemented by shorter-term trading when appropriate.

David Nye is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, high-net-worth clients, 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 third-party sub-advisers, utilizing client profiling and third-party tools to guide program selection and management.

Kyle Berg is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Private Client Services, LLC since 2017 and previously worked at Cetera Advisor Networks. Outside of his advisory role, Berg volunteers with the Rutherford PTA and coaches boys youth lacrosse in Stillwater, MN. 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 offers financial planning, consulting, and portfolio management through a range of platforms and manages over $1 billion across more than 3,200 client accounts.

Wendy Waalen is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Oakwood Capital since 2011 and Oakwood Capital Securities since 2009. Outside of her advisory role, she is involved part-time with Valan Products and conducts recreational eBay sales. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options utilizing in-house and third-party model portfolios.

Benjamin Wheeler is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008 and previously worked at IDS Life Insurance Company. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in assets across several hundred client relationships, using asset allocation strategies that include equities, ETFs, mutual funds, and derivatives, with regular portfolio monitoring and formal reviews.

Naveen Sharma is a CFP® with 32 years of industry experience, currently serving at Nicollet Investment Management, Inc. since 2024. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, JPMorgan Securities, and Merrill, among others. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships, offering discretionary portfolio management, integrated wealth advisory, and ERISA plan services. The firm utilizes model strategies and customized allocations tailored to clients’ objectives and emphasizes client education and communication alongside traditional advisory services.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Daniel Sullivan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Highmark Wealth Management LLC since 2016. He previously worked at the University of St. Thomas from 2014 to 2018. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm manages portfolios using mutual funds, ETFs, individual equities, and independent managers, employing charting, fundamental, and technical analysis in its investment process.

Joshua Brocker is a CFP® professional with nine years of experience in financial advising. He is currently with Legacy Wealth in Woodbury, MN, where he has worked since 2020. Prior to joining Legacy Wealth, he held roles at M HOLDINGS SECURITIES, Inc. and Ameriprise Financial. Outside of his advisory work, Brocker serves as a committee member for New Life Academy, a private school, where he assists with fundraising events and foundation investments. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, and sector analysis, along with Biblically Responsible Investing, and manages approximately $475 million in discretionary assets.

Matthew Farris is a financial advisor at Bond & Devick Wealth Partners in Saint Louis Park, MN, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Exchange Capital Management, Mindful Asset Planning, Black Rock Inc, and Sidley Austin LLP. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a mix of fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research.

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.

Austin Schmitt is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2026. His prior work includes roles at Gratus Funds and Great Waters Financial. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized financial planning. The firm employs a variety of investment analysis techniques and often utilizes third-party managers and model portfolios.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.

John Rudi is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Parr McKnight Wealth Management Group since 2024 and previously spent six years at Wells Fargo Advisors. Outside of his advisory role, he is a co-trustee for multiple 401(k) plans related to his firm. Parr McKnight Wealth Management Group serves individuals, families, trusts, and qualified retirement plans by providing personalized financial planning and both discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for around 441 clients and employs a customized financial planning approach that guides its portfolio construction with a primary focus on fundamental analysis and a generally long-term investment horizon.

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.