Elizabeth Kindseth is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at The Advocate Group, LLC since 2014. She holds a 5% ownership stake in TAG Financial Services Inc., an affiliated licensed insurance agency, although she is not a licensed insurance agent and does not have a management role there. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities. The firm provides financial planning and ongoing investment management, emphasizing comprehensive planning-driven asset allocation, liquidity planning, and customized portfolio monitoring, primarily on a discretionary basis.

Sean Ohagan is a CFP® with 12 years of experience in financial advising. He has been with The Advocate Group, LLC since 2014 and holds a Series 63 designation. Outside of his advisory role, he is also active as a licensed insurance agent, selling various insurance products. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities. The firm emphasizes comprehensive financial planning to guide investment decisions and actively manages customized portfolios, with particular focus on liquidity planning and managing concentrated stock positions.

Joseph Rapacki is a financial advisor at 360 Financial with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining 360 Financial, he worked at FIDERE Advisors and Boulevard Wealth Management, Inc. Rapacki is also the owner and president of Rapacki & Co, PA CPAs, where he has practiced as a CPA since 2000. 360 Financial serves individuals, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s 360 Asset Management service offers customized portfolios with continuous supervision and integrates various investment strategies alongside educational webinars for clients.

Christopher Pavek is a financial advisor at Vantage Point Wealth Management with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Feltl Advisors and LPL Financial. Outside of his advisory work, he operates a sole proprietorship focused on sports card promotion and sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and advisory programs.

James Hannack is a financial advisor with Punch & Associates Investment Management, Inc., holding a Series 65 credential and two years of industry experience. He has worked at Punch & Associates since 2021 and previously at Great Western Bank from 2018 to 2021. Punch & Associates serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap, fundamental research-driven investment approach across various equity strategies and combines private fund management with customized portfolio and wealth advisory services.

Brian Adamek is a CFP® with 16 years of experience in financial services. He is currently with E-Wealth Partners, where he serves as an owner and financial professional. His background includes roles at Cetera Advisor Networks LLC and Advisornet Financial Inc. Outside of advisory work, he manages a tax and accounting services business and is involved in selling fixed insurance products. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as corporations and other entities. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, tax-efficient portfolios with low internal expenses and conducts regular account reviews.

Robert Shepard is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Management Associates since 1999, also working with Capital Management Securities since 1990. Outside of advisory work, he is involved in researching and implementing insurance coverage. Capital Management Associates provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers a manager-of-managers program along with individual portfolio management.

Jeffrey Ohe is a CFP®-certified financial advisor at Cahill Financial Advisors, Inc. in Edina, MN, with 30 years of industry experience. He has been with Cahill Financial Advisors since 2011. Outside of his advisory role, he is a member-owner of Cahill Real Estate Holdings, LLC, an entity established to purchase and manage an office building for the firm. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise into its advisory platform.

Kong Lee is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at Ascension Wealth Stewardship LLC, VPMW Advisors, LLC, and LPL Financial, LLC, as well as operating as a sole proprietor since 2005. He is also an independent insurance agent. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Jose Cabrera is a financial advisor at Dougherty Wealth Advisers LLC with four years of industry experience. He holds a Series 65 designation and has worked at Dougherty Wealth Advisers since 2018. Prior to that, he was employed by 3M and also spent time at St. John’s University. Outside of his advisory role, he serves as Finance Director for The Cause International, LLC, a clothing company focused on team uniforms and streetwear. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts, estates, charitable organizations, and high net worth clients. The firm uses asset allocation models informed by market data and client objectives to construct portfolios typically using mutual funds and ETFs, along with other investment vehicles, while offering ongoing monitoring and comprehensive financial planning services.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.

Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

Michelle Damon is a CFP® with 39 years of industry experience, currently serving as an advisor at Cahill Financial Advisors, Inc. since 2018. Prior to joining Cahill, she worked at Feltl and Company from 2007 to 2018. She is a Director and General Board Member for Camp Amnicon, a nonprofit wilderness camp for families and youth. Cahill Financial Advisors provides investment advisory, financial planning, and retirement-plan consulting services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term holdings, offering both discretionary and non-discretionary account management.

Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

Linnea Akesson is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Carlson Funds Enterprise and the Carlson School of Management. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management alongside Wealth Advisory services tailored to client objectives.

William Grant IV is a CFP® professional with eight years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Kovitz Investment Group Partners, BCU Wealth Advisors, and LPL Financial. He also hosts a podcast titled "The First 100." 360 Financial advises individuals, retirement plan sponsors, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and employs a range of investment strategies supported by fundamental and technical analysis, with an emphasis on individualized account supervision and educational webinars.

Thomas Whitnah is a financial advisor with 48 years of industry experience, currently affiliated with 360 Financial in Wayzata, MN. He holds a Series 63 designation and has worked at both 360 Financial and LPL Financial since 2013. 360 Financial serves individuals, retirement plan sponsors, and business entities by offering discretionary portfolio management, financial planning, pension consulting, and educational webinars. The firm manages approximately $700 million in assets and employs a variety of investment strategies, with an emphasis on continuous, individualized portfolio supervision and regular client reviews.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior experience includes four years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He serves as a board member of the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program, emphasizing diversification, asset allocation, risk management, and primarily long-term investment strategies.

John Hanten is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently a financial advisor at Marks Group Wealth Management, Inc., where he has worked since 2019, following prior roles at Independent Financial Group, Morgan Stanley, JLL Inc, Bank of America, Merrill, Hirshfield's, and Creighton University. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through actively managed strategies that combine fundamental and technical analysis, implementing them directly and with independent managers under formal oversight arrangements.