Benjamin Ollila is a CFP® with 17 years of industry experience, currently serving as an advisor at Strategic Wealth Group. His prior roles include positions at Thrivent Investment Management and LPL Financial. He is also involved with the Edgewater Team, LLC, an entity he has been associated with since 2011. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs both fundamental and technical analysis to develop client strategies, offering fiduciary advice alongside options for non-discretionary control.

Eric Overvig is a financial advisor at Feltl Advisors with 36 years of industry experience. He has held positions at Feltl and Company since 2019, following roles at The Oak Ridge Financial Services Group, U.S. Bancorp Investments, and Associated Investment Services. He holds Series 63 and Series 65 credentials. Feltl Advisors is an SEC-registered investment advisory firm with a 15-advisor team managing approximately $165 million, primarily serving individual investors. The firm provides financial planning and portfolio management through wrap-fee advisory programs on a generally non-discretionary basis, with clients retaining final approval of investments and trades.

Andrew Feterl is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Bond & Devick Wealth Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Saint Louis Park, MN. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, utilizing fundamental, quantitative, and cyclical analysis, and offers ESG research as part of its investment planning.

Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.

Eric Unger is a financial advisor with Private Client Services, LLC in St. Louis Park, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Private Client Services since 2017 and previously was with Cetera Advisor Networks from 2013 to 2017. Unger is also an investment advisory representative at Affiance Financial, LLC, where he provides investment management and financial planning services. 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, managing approximately $1.05 billion across more than 3,200 client accounts.

Justin Frys is a financial advisor with Cherry Tree Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cherry Tree in 2019, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2019. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, retirement plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with discretionary portfolio management and periodic fundamental analysis.

Heather Fears is a financial advisor with BlueStem Wealth Partners, LLC in Litchfield, MN, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2021 and returned to Ameriprise from 2021 to 2023 before joining BlueStem in 2023. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a range of investment options, including mutual funds, ETFs, individual equities, and alternative investments, with ongoing portfolio monitoring and regular client reviews.

Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.

Daniel Colich is a financial advisor at Oakwood Capital, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital Securities, Inc. since 2008. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Mitchell Dickie is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously with Ameriprise Financial and FedEx, among other roles. Mitchell also spent time at the University of St. Thomas during his early career. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, families, trusts, and institutional plan sponsors. The firm utilizes a long-term oriented investment approach that incorporates fundamental analysis and a broad range of asset types, managing over $1.1 billion with a team of 18 advisors.

Mitchell Edwards is a financial advisor at Feltl Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Feltl and Company since 2003. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis.

Andrew Beilke is a financial advisor at USAdvisors Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America, Inc. and Osaic Wealth, Inc. Beilke also serves as COO of USAdvisors Network, coordinating operations for the firm's advisors. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm uses a combination of model portfolios and fundamental security selection across a range of investment strategies, sourcing solutions from multiple institutional providers.

Peter Weiss is a financial advisor at Modus Advisors, LLC in Excelsior, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles outside of financial services, such as positions at Moxi Works and Pacaso. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment vehicles, including derivatives and separately managed accounts, serving a diverse client base with approximately $514 million in assets under management.

Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and the University of Wisconsin-Madison. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm focuses on asset allocation and long-term, buy-and-hold strategies using primarily passively managed institutional mutual funds and ETFs.

Joshua Zajicek is a financial advisor at Abbey Street with a CFA® designation and Series 63 license. He has eight years of industry experience, including roles at Mercer and Waycross, Inc. prior to joining Abbey Street in 2025. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs a research-driven investment approach combining quantitative and qualitative analysis, focusing on diversification, strategic asset allocation, and blending active and passive strategies with a long-term, buy-and-hold orientation.

Robert Cron Jr. is a financial advisor with Abbey Street in Eden Prairie, MN, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, US Bank, WealthSpire Advisors, and Baker Tilly Investment Advisors. He serves as director and treasurer for the Folds of Honor Foundation in Minnesota, where he oversees financial reports, solicits donors, and manages the endowment. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, fiduciary oversight, and private wealth planning. The firm follows an independent, fiduciary-oriented investment approach that combines quantitative and qualitative analysis with ongoing due diligence.

Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

Allison Dugan is a CFP® with seven years of industry experience and is currently with Financial Perspectives in Minneapolis, MN. She has been with the firm since 2017, including prior roles at Bean Partners and the University of Minnesota. In addition to her advisory work, she assists with seasonal tax preparation through a separate affiliated accounting practice. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting. The firm utilizes account aggregation tools and may incorporate independent managers, cryptocurrency exposure, or ESG factors based on client preferences.

Todd Zipfel is a financial advisor at Feltl Advisors in Plymouth, MN, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments, Inc. from 2013 to 2015. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million with a 15-advisor team that serves mainly individual investors. The firm provides financial planning and portfolio management through wrap-fee advisory programs, operating primarily on a non-discretionary basis where clients approve trades and allocations.

Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.