Susan Stiles is a CFP® and ChFC® with 33 years of industry experience. She is a principal at Stiles Financial Services, Inc., where she has worked since 2009. Prior to that, she held roles at Cambridge Investment Research Advisors and LaSalle St Securities LLC. She serves on the board of the Minnesota Spay and Neuter Assistance Program and is a director of the Edina Rotary Club Foundation. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program and combines analytical investment strategies with comprehensive planning covering net worth, retirement, tax, and estate planning.

Jonathan Rienstra is a financial advisor with Strategic Wealth Group in Eden Prairie, MN. He holds a Series 66 designation and has 16 years of industry experience. He has served at Strategic Wealth Group and LPL Financial since 2016 and has operated as a sole proprietor since 2009. 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 uses fundamental and technical analysis to develop client strategies, employs third-party managers, and offers both fiduciary and non-discretionary retirement account advice, managing $1.54 billion in discretionary assets as of December 31, 2025.

Khalil Harris is a CFP® with five years of industry experience, currently serving at Punch & Associates Investment Management, Inc. since 2024. His prior experience includes roles at Thrivent Financial and Ameriprise, as well as various positions outside finance, including work in management and service industries. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis with an emphasis on bottom-up research and behavioral analysis.

Matthew Peterson is a financial advisor with Strategic Wealth Group, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at GREAT VALLEY ADVISOR GROUP, Salt Property & Casualty, and LPL Financial. In addition to his advisory work, he operates as a sole proprietor and has involvement in fixed life and disability insurance representation. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs both fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets without imposing account minimums.

Mark Pearson is a financial advisor with Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Nepsis Advisor Services since 2014 and has been associated with Nepsis, Inc. since 2006. Outside of his advisory role, he serves as CEO of Nepsis Insurance Services, LLC, an insurance agency. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, utilizing a wrap-fee program with continuous supervision and a mix of investment vehicles in client portfolios.

Thomas Luing is a CFP® professional with 36 years of industry experience, currently serving at Capital Management Associates Inc since 2009. He holds Series 63 and Series 66 licenses and has additional roles including business consulting through Luing Holdings, LLC, tax preparation during tax season, and serving as a board member of the Worthington Duck Club. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management, as well as a manager-of-managers program.

Robert Branton is a Series 66-credentialed financial advisor with 27 years of industry experience. He is currently with Contego Capital Group, Inc., where he has worked since 2008. Outside of his advisory role, he serves on the board of Aloe Care International, a company that manufactures and sells sun care products, and is a partner in Leidang Capital LLC. 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, employing a strategy focused on asset allocation and security selection using fundamental, technical, and cyclical analysis.

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.

Kody Sherlund is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and previously spent six years at Heritage Wealth Architects, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm primarily uses passive investment strategies supplemented by specialized external managers and aggregates held-away assets to include in client portfolios.

Mallory Kretman is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently part of the six-advisor team at Laurel Wealth Planning in Edina, MN, where she has worked for over a decade. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers tailored wealth management and financial planning services, utilizing a combination of fundamental and technical analysis, derivatives, and option-writing strategies as part of its investment approach.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Anthony Perala is a CFA® charterholder with four years of industry experience. He has been with Punch & Associates Investment Management, Inc. since 2021 and previously worked at Securian Asset Management for five years. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, including high-net-worth individuals, families, foundations, and government entities. The firm follows a multi-cap, fundamentally driven, and contrarian investment approach, managing portfolios on a team-based basis across various market capitalizations and offering specialized micro- and nano-cap strategies.

Coresa Cass is a CFP® professional with five years of experience, currently with Cornerstone Wealth Advisors, Inc. in Edina, MN. She has worked at Cornerstone since 2015. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process and quantitative analysis to construct long-term portfolios, conducts frequent portfolio reviews, and offers customized billing arrangements for select clients.

Joshua Lantz is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 66 designation and 13 years of industry experience. He has been with the firm since 2013. Outside of his advisory role, he participates in consulting by completing online surveys related to financial services. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

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.

Lewis Coffey is a financial advisor at Windsor Capital Management, LLC in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. He has been with Windsor Capital Management since 2011. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using fundamental, technical, and charting analysis, along with proprietary model portfolios including fixed income, ETFs, closed-end funds, and stock models, and serves other advisers through sub-advisory and co-advisory arrangements.

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.

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.

Cynthia Slater is a financial advisor with DSG Capital Advisors, LLC, holding Series 65 and Series 63 licenses and 18 years of industry experience. She previously worked at Hightower Securities, LLC and Hightower Advisors before joining DSG Capital Advisors. DSG Capital Advisors, LLC is an SEC-registered firm managing approximately $780 million for about 115 high-net-worth clients. The firm offers discretionary investment management, financial planning, retirement plan advisory services, and family office services, focusing on customized, primarily long-term portfolios that incorporate a variety of investment strategies tailored to client objectives and risk tolerance.

Jack Bridgeman is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC. Prior to his career in finance, he held positions at United Parcel Service and other companies. DSG Capital Advisors, LLC manages approximately $780 million for about 115 clients and offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses. The firm focuses on customized, primarily long-term portfolios using individual securities and a combination of quantitative and qualitative research methods.