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.

Mindy Reid is a CFP® professional with 27 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she worked for 18 years at Ameriprise Financial Services, Inc. She is also a reserve teacher and career search part-time teacher for Wayzata Public Schools and serves as a trustee on the board of Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, and institutional plan sponsors. The firm emphasizes a customized financial planning process and employs a long-term investment approach using a diverse range of financial instruments.

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.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

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.

Jay Jackley is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill Lynch since 1996 before joining Compass Capital Management in 2009. 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 employs a research-driven investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Jon Hogan is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, holding a Series 65 credential with three years of industry experience. His prior roles include positions at U.S. Bancorp and Ally Financial. Outside of his advisory work, he is a partner and president of Hogan Enterprises LLC, a personal investment club focused on investing in publicly traded securities. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, and other entities, managing approximately $643 million in client assets. The firm employs a range of investment strategies including equities, ETFs, mutual funds, and derivatives, with daily portfolio monitoring and quarterly formal reviews.

Anders Haugen is a financial advisor at Lifelong Wealth Advisors, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Haugen previously worked at AdvisorNet Wealth Partners and Cetera Advisor Networks. He serves on the finance committee of the Center for Victims of Torture, where he is involved in risk assumption monitoring, investment review, and budget planning. Lifelong Wealth Advisors provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, and profit-sharing plans. The firm employs a consultative, team-based approach to tailor asset allocation and portfolio construction according to each client’s risk tolerance, time horizon, and liquidity needs.

Richard Devick is a CFP® professional with 32 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2016. He participates in charitable organizations, including advisory and board roles with the University of Minnesota International Adoption Clinic and People Serving People. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities with approximately $705 million in assets under management. The firm employs a goals-based, fiduciary approach incorporating individualized financial plans, continuous portfolio monitoring, and a mix of fundamental, quantitative, and cyclical analysis, with ESG research available as part of its investment planning.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

Maxwell Nygren is a Series 65-licensed advisor with Tailwinds Wealth, LLC, based in Vadnais Heights, MN. He has been with Tailwinds Wealth since 2026 and spent ten years at Substance Church prior to joining the firm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, individualized Investment Policy Statements, and stand-alone financial planning and consulting services. The firm uses a combination of analysis techniques and implements strategies across various asset classes, often employing third-party managers and model portfolios.

Braeden Mischke is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. His prior roles include work at Brouillette Group and involvement with The Jayhawk Club and the University of Kansas. Strong Tower Advisory Services is an SEC-registered investment adviser managing roughly $759 million in client assets. The firm offers discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, employing a total-return investment approach that incorporates customized portfolios, tactical rebalancing, and hedging strategies using a range of instruments including options.

Donald Phillips is a Certified Financial Planner® with over 40 years of industry experience. He serves as CEO and lead advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023. Prior to that, he held advisory roles at Kestra Advisory and Kestra Investment Services for over a decade. Outside of financial advising, he is involved in real estate ownership and partnership ventures. Greater Midwest Financial Group, LLC offers financial planning, investment management, and retirement consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients and employs a multi-disciplinary investment approach overseen by an internal committee, utilizing a range of investment vehicles including mutual funds, ETFs, and independent managers.

James Ronn is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He is currently with Greater Midwest Financial Group, LLC and has held roles with Kestra Advisory and Kestra Investment Services since 2015. Outside of his advisory work, he is co-owner of a real estate business. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analyses, supported by an internal investment committee overseeing its asset allocation models.

Yelisey Kuts is a CFP® and Series 65 licensed financial advisor with nine years of industry experience. He has been with Guardian Wealth Strategies, LLC since 2018 and also works with Elevate Life Wealth Management LLC and CG Advisory Services LLC. Outside of his advisory roles, Kuts is involved with Haven Financial Group and All Things Financial LLC, where he assists in the sale of fixed insurance and fixed indexed annuities. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, charitable organizations, and qualified retirement plans. The firm offers both comprehensive planning and scaled investment options, utilizing a combination of fundamental and technical analysis along with documented investment policy statements.

Charles Mahar is a financial advisor at Tealwood Asset Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Tealwood Asset Management since 1995. 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, using a proprietary strategic risk management framework with regular account reviews and performance reporting.

Bennett Marks is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN, holding a Series 63 designation and 43 years of industry experience. He has been with Marks Group Wealth Management since 2008 and previously worked at LPL Financial LLC. Outside of his advisory role, he serves as a trustee for the Foundation for Endowment of the American Birkebeiner. Marks Group Wealth Management provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs multiple actively managed strategies and may allocate client assets to independent managers while maintaining oversight and client communication.

Matthew Hentges is a financial advisor with Great Waters Financial, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Great Waters Financial, he worked in public education at several school districts from 2016 to 2023. He also serves as a licensed insurance agent. Great Waters Financial serves a diverse client base including individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management and financial planning services using a combination of fundamental and technical analysis, with specialized planning options and an insurance agency license unique among many peers.

Carol Goetsch is a financial advisor at Oakwood Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets, U.S. Bancorp Investments, and The Leaders Group Inc. Outside of Oakwood, she is involved with LIBRA, focusing on institutional market sales and insurance business. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business clients. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

Kevin Rose is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He previously served 14 years in the United States Air Force and continues to serve in the Air Force Reserve. Valley Wealth Strategies is an SEC-registered multi-advisor firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm generally employs a long-term investment approach with flexibility for shorter-term trading and uses both internally managed portfolios and recommendations for independent managers and platforms.