Jill Vilkama is a financial advisor at Birchwood Financial Partners, Inc. in Bloomington, MN, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Fure Financial and Cahill Financial Advisors before joining Birchwood Financial Partners. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and aligning target allocations with client risk profiles.

Russell Rogers is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Summit Investment Advisory Services since 2015 and also has a longstanding affiliation with LPL Financial dating back to 2011. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and LPL Financial–sponsored advisory programs. The firm employs a variety of analytical approaches and maintains a hybrid operating model that includes commission-based compensation for certain product sales.

Robert Britton Jr. is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding a Series 63 designation and 12 years of industry experience. He has been with the firm since 2011. Mr. Britton has served as President of CFA Society Minnesota since September 2023. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement and pension plans, government entities, insurance companies, and institutions. The firm emphasizes valuation metrics, balance‑sheet strength, growth prospects, and macroeconomic analysis in its investment process.

Daniel Mulheran Jr. is a financial advisor at Abbey Street with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Kestra Financial Services and The KNW Group. Mulheran serves on the board of Hazeltine National Golf Club and has been its president since 2022. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, wealth planning, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process focused on diversification and strategic asset allocation.

John Murphy is a CFA® charterholder with 12 years of industry experience and has been with Murphy Pohlad Asset Management LLC for 24 years. He holds a Series 63 license and is based in Eden Prairie, MN. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and laddered fixed-income strategies, providing tailored portfolio management integrated with planning and collaboration services.

Ryan Leidle is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and began his advisory career with Fiat Wealth Management in 2026. Prior to this role, he served in the Florida Army National Guard and has experience in various positions including work at Florida Gulf Coast University and Safety Signs. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering services such as financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

John Kelly is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Cedar Cove in 2025, he worked at Thrivent Advisor Network, LLC, and Thrivent Financial in various advisory roles. He is also licensed as an insurance agent, providing insurance services to clients as part of his practice. Cedar Cove Wealth Partners is a team of ten advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management and financial planning services, utilizing a blend of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, with an emphasis on client communication and estate-planning coordination.

Patrick Sheldon is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc., where he has worked since 2016. He has five years of industry experience. Punch & Associates provides discretionary investment management and wealth advisory services to a diverse client base including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment approach with an emphasis on bottoms-up research and behavioral analysis, managing portfolios on a discretionary, team-based basis.

Robert Kincade is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Mary Bridget Handke is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Birchwood Financial Partners, Inc. since 2014. She contributes to financial literacy by responding to student questions on finance and investments through the BESTPREP program and also operates a small floral arrangement business. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans, with an investment approach based on Modern Portfolio Theory emphasizing asset allocation and risk profile alignment.

Brandon Valtinson is a CFP® and Series 65 credentialed advisor with six years of experience, currently serving at Valtinson Bruner Financial Planning. His prior roles include seven years at Wells Fargo and ongoing work as an independent insurance agent. He also operates Valtinson Tax Services, providing tax preparation and accounting services. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation with mean-variance optimization and portfolio management on a discretionary basis.

Joseph Johnston is a financial advisor at Everest Financial Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. He is based in Minneapolis, MN. Everest Financial Group serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services, employing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Grant Bennett is a Series 65 credentialed advisor at The Wealth Group – Austin B. Colby & Associates with experience spanning several educational and retail roles. His work history includes positions at Target, Crown College, Maranatha Christian Academy, and Parnassus Preparatory School prior to joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies that include asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Nathan Knoll is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Cedar Cove Wealth Partners. He has previously worked at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, Knoll directs a community choir in Minneapolis. Cedar Cove Wealth Partners serves individual and institutional clients, managing over $455 million in assets with a team of 10 advisors. The firm provides discretionary investment management and financial planning, utilizing a mix of active and passive strategies, tactical asset allocation, and alternative investments, while coordinating estate planning services.

Christine Sorensen is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Tradition Wealth Management since 2003 and previously worked at Concourse Financial Group Securities Inc for 21 years. Tradition Wealth Management is a multi-team SEC-registered investment adviser with approximately two dozen professionals managing around $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, providing financial planning, portfolio management, third-party manager analysis, and 1031 exchange consulting.

Steven Lear is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has worked at Private Client Services since 2017 and previously at Cetera Advisor Networks and Affiance Financial LLC, where he also serves as CEO of the holding company. Outside of his advisory work, he is involved in several nonprofit and community organizations focused on financial literacy, education, disaster response, and Jewish community services, and he founded Stevelear.org, a platform for leadership and financial literacy content. 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, including discretionary and non-discretionary management options.

Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

Ryan Carlson is a financial advisor at Contego Capital Group, Inc. in Edina, MN, holding a Series 66 designation with 18 years of industry experience. He has been with Contego Capital Group since 2016. 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 offers discretionary asset management, sub‑advisory services, and retirement-plan advisory roles, utilizing fundamental, technical, and cyclical analysis to build client strategies.

Brandon King is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at multiple affiliated Oakwood entities since 2020 and previously held roles with Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2016 to 2020. In addition to his advisory role, he serves as Vice President of Oakwood Capital Accounting & Tax Advisors, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm manages primarily non-discretionary portfolios, utilizes third-party managers and model portfolios, and conducts at least annual reviews and reporting for client accounts.