David Stevenson is a financial advisor at Oakwood Capital, Inc. in Edina, MN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Oakwood Capital since 2012 and affiliated with Oakwood Capital Securities, Inc. since 2009. Oakwood Capital 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 and offers both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

Frederick Semmer is a CFA® charterholder and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Caissa Wealth Strategies in Bloomington, MN, where he has worked since 2026. Prior to that, he spent six years at Accredited Investors Inc. and took a year for extended travel. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to build and monitor portfolios, provides financial planning on fixed-fee or hourly bases, and offers access to private and alternative investments for qualified clients.

Emily Noyes is a CFP® professional with three years of industry experience, currently serving at Parr McKnight Wealth Management Group. She previously worked at Wells Fargo Advisors for five years and has experience in diverse roles including at the University of St. Thomas and in the modeling industry. Emily is based in Minneapolis, MN. Parr McKnight Wealth Management Group is an SEC-registered advisory firm that manages over $1 billion for individuals, family offices, trusts, and retirement plans. The firm emphasizes personalized financial planning and employs a long-term, fundamental investment approach complemented by shorter-term trading when appropriate.

Emmett Gustafson is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, holding a Series 65 designation. He has one year of experience at HighMark Wealth Management and Harrington Langer & Associates. Gustafson’s prior work includes roles in education and local government. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s four-advisor team manages approximately $611.7 million in client assets through portfolios including mutual funds, ETFs, individual equities, and allocations to independent managers.

Henry Eilefson is a financial advisor at Secured Retirement Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Secured Retirement Advisors, he held a sales agent position at Western Southern Life. Secured Retirement Advisors, LLC is an SEC-registered investment adviser managing approximately $255 million for about 600 clients. The firm provides personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services, using a blend of fundamental and technical analysis, option strategies, and AI tools to tailor portfolios according to client objectives and risk tolerances.

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.

Dyanne Ross Hanson is a CFP® and ChFC® with 44 years of industry experience. She is currently with E Wealth Partners and has previously worked at Kestra Advisory and Kestra Investment Services, among other firms. 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 about 224 clients. The firm serves individuals, corporations, municipal entities, and other advisers, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with emphasis on asset 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.

Justin Halverson is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has worked at Great Waters Financial and its affiliated firms since 2012, including Advisornet Wealth Management from 2015 to 2022. Halverson also provides financial education through seminars as a trainer. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services such as tax preparation and retirement-plan rollover advice.

Richard Juckel is a CFP® with 20 years of industry experience, currently serving as an advisor at Ballast Advisors, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he serves as CFO and performs bookkeeping duties for a hair salon owned by his spouse. Ballast Advisors serves individual and institutional clients, providing financial planning, consulting, and portfolio management services. The firm employs asset-allocation and modern portfolio theory principles, tailoring portfolios to client risk tolerance and objectives while offering both discretionary and non-discretionary management.

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 three years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors. Outside of finance, Mc Pherson is a Flight Officer with United Airlines, a role he has held alongside his advisory career. DSG Capital Advisors manages approximately $780 million for high-net-worth clients, providing customized long-term investment portfolios, financial planning, and family office services.

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.

Matthew Brocker is a financial advisor at Legacy Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Legacy Wealth Asset Management since 2020 and M HOLDINGS SECURITIES, Inc. since 2014. Outside of his advisory role, Brocker serves on the board of Five Oaks Community Church and participates in the finance committee at New Life Academy. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm manages approximately $475 million in discretionary assets and employs a multi-faceted investment process that includes Biblically Responsible Investing and the use of individually managed wrap accounts.

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 30 years of industry experience. He holds the Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2024. He is involved as a co-trustee and investment advisor for several family trusts and serves as managing partner and advisor for a client family trust through Stone Arch LLC. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships starting at $5 million. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services, employing a research approach that combines quantitative and qualitative analysis with ongoing client communication.

Patrick Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with HighMark Wealth Management LLC since 2012 and also has experience with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach using mutual funds, ETFs, individual equities, and separate account managers, and provides services on a wrap-fee basis with access to independent managers.

Dominick Calvin is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he was a full-time student for eleven years. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering ongoing monitoring and written financial planning as part of its advisory services.

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.

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.