Kristin Baker is a CFP® professional with three years of industry experience. She currently works at Cordis Financial, LLC, having previously held roles at Pine Grove Financial Group, White Oaks Wealth Advisors, and Wells Fargo Bank. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The firm manages approximately $318 million across roughly 284 client relationships, using customized portfolios based on mutual funds, ETFs, and third-party model portfolios.

Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network and Neuberger Berman BD LLC. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a customized financial plan to guide portfolio construction with a primarily long-term investment approach.

Samantha Beavens is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Summit and LPL, she worked at Northwestern Mutual Investment Management and in the hospitality industry. She is also a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and offering both discretionary and non-discretionary account management through proprietary and LPL-sponsored programs.

Benjamin Holm is a Certified Financial Planner® with 18 years of experience in financial advising. He is currently with Vantage Point Wealth Management and has held roles at VPWM Advisors LLC, Bighorn Wealth Management LLC, and LPL Financial, LLC. Holm also operates as a sole proprietor offering insurance product 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 combines fundamental and technical analysis with model-based and manager-access strategies, utilizing a range of LPL Financial-sponsored advisory programs.

Robert Phillips is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Greater Midwest Financial Group, LLC. He previously worked at Kestra Advisory, Kestra Investment Services, LLC, and LPL Financial. Outside of his advisory role, Phillips is a partner in a real estate business. Greater Midwest Financial Group, LLC offers financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines multiple analytical methods with asset allocation models overseen by an internal committee, managing approximately $589 million in assets for a diverse client base.

John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Kerri Vogel is a financial advisor at Great Waters Financial in Shoreview, MN, holding Series 65 and Series 63 licenses with one year of experience at the firm. Prior to joining Great Waters Financial in 2025, she was not employed in the financial industry for 19 years. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, utilizing both fundamental and technical analysis across various asset classes.

Tedd Bradley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at LPL Financial since 2007 and operating his own sole proprietorship since 1999. Outside of financial services, he is an instructor with White Glove Workshops and a consultant for Mr B's Bar-B-Q. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, offering a range of discretionary and non-discretionary solutions with a focus on ongoing account monitoring and client engagement.

Alyssa Craggs is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She has been with Compass Capital Management since 2018 and previously worked at Cottrell Law Firm, Simple Energy Testing, and Residential Science Resources. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual investors. The firm manages approximately $2.54 billion in assets, employing fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and laddered fixed income strategies.

Bradley Klitzke is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Colliers Securities since 2005. Outside of his advisory role, he is involved in farming in McLeod County, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to support investment decisions.

Ryan Woitalla is a CFP® and CFA® with seven years of industry experience, currently serving at Palisade Asset Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Sam Linden. He played men's hockey at the University of Minnesota Duluth during his college years. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client objectives and incorporating diverse investment vehicles.

Curtis Myran is a financial advisor with Element Squared Private Wealth in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Securities. He has also operated as a sole proprietor since 2013. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives and risk tolerance. Financial planning is routinely offered as part of the advisory relationship without additional charge.

Cole Billings is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Wealth Management Company, and DFPG Investments, LLC. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on risk management through hedging and tactical rebalancing.

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.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.

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.