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.

Joshua Englund is a financial advisor at Nepsis, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with Nepsis since 2015. Englund is also involved in insurance sales through Englund Enterprises, Inc., which he co-founded. 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 offers investment management primarily through a wrap-fee program and also markets research and educational products to other financial advisors.

Paul Wilson is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, holding a Series 66 credential with 14 years of industry experience. He has worked at Schwarz Dygos Wheeler since 2014 and previously held positions at Fidelity and UBS Financial Services. Outside of his advisory role, Wilson is involved with The National Lutheran Choir as a singer and occasional bass section leader. Schwarz Dygos Wheeler Investment Advisors provides portfolio management and financial planning services to individuals, institutions, and various organizations. The firm utilizes both fundamental and technical analysis and incorporates a range of strategies including derivatives and margin transactions within separately managed accounts.

Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Robert Lewis is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses with 30 years of industry experience. He was previously with BMO Harris Financial Advisors, Inc. for six years before joining Nepsis in 2018. Outside of his advisory role, Lewis receives residual insurance renewal commissions. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also provides research and educational products to other financial advisors, utilizing a wrap-fee investment approach with regular account reviews and reporting.

Sean Mcdermott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Outside of his advisory role, he is an author of financial planning books and frequently speaks at workshops and conferences on Social Security topics. 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. The firm combines fundamental, technical, quantitative analysis, and modern portfolio theory in its investment approach, serving clients through proprietary managed accounts and LPL Financial–sponsored advisory programs.

Tyler Schelhaas is a financial advisor at Still Water Wealth with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Gambit Capital Management, Vector Wealth Management, Spronk Brothers III LLP, Charles Schwab, and Principal Financial Services. Outside of his advisory work, he serves as a risk manager for a hog and row crop operation. Still Water Wealth serves individual and high-net-worth clients, offering discretionary investment management, retirement-plan advice, financial planning, tax preparation, and outsourced CIO consulting. The firm combines fundamental and cyclical analysis with asset allocation, liability matching, and options strategies, and uses automated ETF implementation alongside recommendations of third-party managers when appropriate.

Joseph Mcrae is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at VPWM Advisors LLC since 2014 and LPL Financial since 2008. Outside of his advisory role, he assists his spouse with financial reporting for her advertising and marketing firm. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and LPL Financial platforms, applying both fundamental and technical analysis with regular portfolio reviews and rebalancing.

Benjamin Brocker is a CFA® charterholder with 15 years of experience in the financial services industry. He has been with Legacy Wealth and its affiliated entities since 2011, currently serving as a financial advisor at Legacy Wealth Asset Management. Brocker is based in Woodbury, Minnesota, and operates within a four-advisor team. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, quantitative, and sector analyses, along with Biblically Responsible Investing screening, and manages approximately $475 million in discretionary assets.

Jennifer Mccord is a CFA® charterholder with three years of industry experience and has been with Palisade Asset Management, LLC since 2016. She is based in Minneapolis, MN, and works within a six-advisor team at Palisade. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs with a combination of in-house strategies and third-party managers.

Nicholas Michel is an advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. He has been affiliated with the University of Minnesota since 2014. Strong Tower Advisory Services is a registered SEC investment adviser managing approximately $759 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, using a total-return investment approach that incorporates risk management, tactical rebalancing, and the use of derivatives.

Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Robert Cooper is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Capital Management Associates and its affiliated broker-dealer Capital Management Securities since 2005. Outside of his advisory work, Cooper is a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Capital Management Associates, Inc. provides advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, a manager-of-managers program, and financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside asset allocation to manage a diverse range of securities.

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities since 1997. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement strategies.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Old National Bank, LPL Financial LLC, and Kestra Investment Services. Randall provides investment advisory services focusing on retirement plans through his role at 1834 Investment Advisors. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and regular portfolio reviews while leveraging both internal and external investment models.

Thomas Hawley is a financial advisor at Bearing360 Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Wells Fargo Investments. Bearing360 Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a broad range of securities and investment vehicles.

Michael Poissant is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Secured Retirement Advisors, LLC. His previous roles include positions at LPL Financial, Concord Wealth Partners, Personal Wealth Partners, and H. Beck, Inc. Secured Retirement Advisors, LLC manages approximately $255 million for about 600 clients with a four-advisor team, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a mix of fundamental and technical analysis and uses strategies including option writing and direct indexing, with an emphasis on transparency around performance and conflicts of interest.

Maxwel Fagan is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Ameriprise Financial Services and Catalyst Financial Group. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Michael Silva Jr. is a CFP® professional with five years of industry experience, currently serving as an advisor at Global Wealth Strategies and Associates, LLC. He previously worked with Northwestern Mutual and has been involved with iFly both as an employee and flight instructor. Outside of his advisory role, Silva is the owner of Lazyman LLC, a company coaching students in indoor skydiving. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, and retirement plans. The firm employs a top-down, macro-environmental approach with tactical asset allocation and serves approximately 921 clients with a range of strategies including direct indexing and tax-loss harvesting.

Gregory Stroh is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Capital Management Associates and Capital Management Securities since 1982. Outside of his advisory role, he serves as president of the Faro Blanco homeowner association and is a director and shareholder of the Pixie Point homeowner association. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes fundamental, technical, and cyclical analysis, asset allocation, options strategies, and both long- and short-term trading approaches, alongside third-party asset managers within its Managed Accounts Program.