Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.

John Hause is a financial advisor with Tradition Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Tradition Wealth Management since 2003 and spent over two decades at Concourse Financial Group Securities Inc. Additionally, Hause is an owner and producer at TWM Insurance, an affiliated insurance agency. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, and alternative investments, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Leonard Fox Jr is an investment advisor at Scarecrow Advisors, LLC, with 12 years of industry experience. He holds a Series 65 designation and has worked at Scarecrow Advisors since 2020. Outside of his advisory role, he provides a newsletter and trading signals to registered investment advisers and representatives. Scarecrow Advisors, LLC offers discretionary investment supervisory services to individual and institutional clients, focusing on customized investment policy statements, asset allocation, and portfolio monitoring. The firm uses fundamental, technical, and cyclical analysis with both strategic and tactical asset-allocation strategies, employing various trading and hedging techniques based on client objectives.

Jason King is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has held roles within multiple Oakwood Capital affiliated entities since 2019 and previously worked at Prosperity Capital Advisors and other financial services companies. Outside of investment advisory, he serves as a business consultant for C2P Enterprises, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios while conducting regular reviews and reporting for client accounts.

Keith Lunneborg is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Stevens Foster since 2019 and previously held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Management from 2009 to 2019. Stevens Foster 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 ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation in client financial plans.

Heather Rezab is a financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel, Wells Fargo Advisors, and Larson Financial Group. Outside of her advisory role, she is a Notary Public for the state of Minnesota. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, managing portfolios through a multi-cap, fundamentally driven, and contrarian investment approach that emphasizes bottoms-up research and behavioral analysis. The firm serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities.

Jack Sowada is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with six years of industry experience. He holds a Series 66 designation and has previously worked at Concourse Financial Group Securities Inc and LPL Financial. Sowada serves as trustee and beneficiary of his own revocable trust. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm utilizes model portfolios and provides continuous portfolio management with both discretionary and non-discretionary options, offering access to a range of investment vehicles including ETFs, mutual funds, and third-party managed accounts.

Rachel Krube is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Treadstone Funding, Varde Partners, and NUU Group. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and emphasizes fundamental research and valuation disciplines in its investment approach.

Brian Mcknight is a CFP® credentialed financial advisor with 27 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing over the past 15 years. Outside of his advisory work, he has ownership in and serves as trustee for ZPOZ Capital, a private investment-related entity. Parr McKnight Wealth Management Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion and employs a customized financial planning process that guides portfolio construction using fundamental analysis and a generally long-term investment horizon.

Jon Breimhorst is a CFP® with 15 years of industry experience, currently serving at Oakwood Capital, Inc. since 2018. He previously worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, Wisconsin, including serving as secretary for the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, incorporating fundamental, technical, and cyclical analysis with at least annual reviews for client accounts.

Christopher Link is a CFP® and PFS™ credentialed financial advisor with two years of industry experience. He has worked at Silveroak Wealth Management LLC since 2020 and previously held roles at Accredited Investors and BDO. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm manages approximately $1.87 billion in discretionary assets and employs a seven-person advisory team that utilizes a formal due-diligence process for investments and offers tax preparation and bill-pay services.

Todd Arens is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. since 2012. Outside of his advisory role, he serves as president of GCJNAPJ, LLC, a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering 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, equities, and separate account managers, and provides services on a wrap-fee basis or through stand-alone planning engagements.

Jennifer Oseth is a financial advisor at Compass Capital Management Inc with five years of industry experience. She holds a Series 65 credential and previously worked at Heritage Wealth Architects and Keller Williams. Outside of advising, she maintains an active real estate license. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning to both institutional and individual clients, utilizing fundamental research and a concentrated equity strategy complemented by fixed income portfolios and selected external fund managers.

Bixby Gilbertson is a CFP® with seven years of experience in financial advising. He is currently with Petros Family Wealth, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Home Mortgage. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $342 million in regulatory assets across more than 500 client relationships. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive strategies and coordinates with other professionals to implement recommendations.

Thomas Jenkins is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Petros Family Wealth in 2025, he worked at Wells Fargo Clearing Services, LLC for six years and served nine years in the United States Marine Corps. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach to managing approximately $274 million in regulatory assets for around 405 clients, utilizing risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

Camie Quigley is a financial advisor at Petros Family Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she operates an interior design and home staging business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in regulatory assets and offers both discretionary and non-discretionary portfolio management with a focus on risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

David Neal is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He holds a Series 65 designation and has been with Tealwood since 1998. 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 various equity and fixed-income strategies and utilizes a proprietary strategic risk management framework with regular account reviews and performance reporting.

Tracy Johnson is a CFP® professional at Geometric Wealth Advisors, LLC with five years of industry experience. Prior to joining Geometric Wealth Advisors in 2021, Johnson worked at Ameriprise Financial Services, Inc. for five years. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm emphasizes a long-term, broadly diversified investment approach and supports clients with in-house tax professionals and multi-generational estate planning.

Benjamin Lazarus is a CFA® charterholder with nine years of industry experience. He is currently a partner at Epiq Partners, LLC in Minneapolis, having joined the firm in 2025. Prior to Epiq, he worked at Capstone Investment Advisors and Parametric Portfolio Associates. Lazarus is also involved in a fintech venture, LOOP PORTAL LLC, which connects investment fund LPs to GPs. Epiq Partners serves individuals, families, and related entities such as pension plans and charitable organizations, providing investment consulting and portfolio management. The firm uses proprietary model strategies that combine concentrated security selection with equity options and private investments to manage approximately $291 million in discretionary assets.

Robert Klefsaas is a CFP®-certified financial advisor at All Star Financial in Minneapolis, MN, with 12 years of industry experience. He has worked at All Star Financial since 1992 and currently serves as chairman of the board for Bank Vista and as a director and advisor for ID Insight, a bank fraud software company. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management to a range of clients including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with global diversification and tactical asset allocation informed by macroeconomic indicators.