Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.

John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. 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 and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Rachel Nault is a financial advisor at Stonebridge Capital Advisors LLC with a Series 65 credential and seven years of industry experience. She previously worked at Nystrom & Associates for four years. Stonebridge Capital Advisors manages over $2.5 billion in client assets, serving high-net-worth individuals, families, trusts, endowments, foundations, pension plans, insurance companies, corporations, and other institutional clients. The firm focuses on customized investment strategies across diversified equity and fixed-income portfolios and coordinates broader advisory services including estate, tax, and retirement planning.

Kerri Vogel is a financial advisor with Great Waters Financial in Shoreview, MN. She holds the Series 65 and Series 63 designations and has been with Great Waters Financial since 2025. Prior to joining the firm, she was not employed in the financial industry for 19 years. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, using a tiered service model that incorporates asset allocation, tax strategy, and specialized planning areas.

Alyssa Craggs is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She has been with Compass Capital Management since 2018 and previously worked at Cottrell Law Firm, Simple Energy Testing, and Residential Science Resources. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual investors. The firm manages approximately $2.54 billion in assets, employing fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and laddered fixed income strategies.

Bradley Klitzke is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Colliers Securities since 2005. Outside of his advisory role, he is involved in farming in McLeod County, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to support investment decisions.

Ryan Woitalla is a CFP® and CFA® with seven years of industry experience, currently serving at Palisade Asset Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Sam Linden. He played men's hockey at the University of Minnesota Duluth during his college years. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client objectives and incorporating diverse investment vehicles.

Curtis Myran is a financial advisor with Element Squared Private Wealth in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Securities. He has also operated as a sole proprietor since 2013. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives and risk tolerance. Financial planning is routinely offered as part of the advisory relationship without additional charge.

Cole Billings is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Wealth Management Company, and DFPG Investments, LLC. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on risk management through hedging and tactical rebalancing.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.

Ethan Stone is a financial advisor with Great Waters Financial, holding a Series 65 designation and four years of industry experience. He has worked at Great Waters Wealth Management since 2022 and previously held roles at AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, he is a clerk at the Isanti Municipal Liquor Store. Great Waters Financial serves individual and high-net-worth clients with 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 offers additional services including tax preparation and retirement-plan rollover advice.

Timothy Fahey is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 28 years of industry experience. He has been with Nicollet Investment Management since 2016 and previously worked at Northland Securities, Inc. from 2007 to 2016. He holds the Series 63 and Series 65 licenses. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm manages internally built growth equity strategies alongside customized fixed-income approaches and emphasizes participant education and group enrollment meetings for retirement plans.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. 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 various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Nicholas Foulks is a financial advisor at Great Waters Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management, AdvisorNet Wealth Management, and Drake & Associates, LLC. Outside of his advisory role, he is the owner of Next Minute Mindset, LLC, where he works as an author and speaker. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and distinguishes itself with in-house tax preparation, insurance services, and strategic third-party partnerships.

Alexander Eisch is a financial advisor at Great Waters Financial with four years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo N.A., The Prudential Insurance Company of America, and Pruco Securities LLC. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion for over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services through tiered programs that incorporate asset allocation, tax strategy, and specialized planning.

Jeffrey Jacobson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Colliers Securities since 2002. Jacobson serves as President of Colliers Insurance Agency and is a trustee on the NDSU Foundation Board of Trustees. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary fee-based and discretionary wrap programs. The firm operates as both a registered broker-dealer and investment adviser and is affiliated with the broader Colliers group, providing access to insurance products alongside advisory and brokerage services.

Christopher Nuth is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with six years of industry experience. He has worked at Compass Capital Management since 2017 and previously was employed at Augsburg University from 2015 to 2017. Compass Capital Management offers discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm employs a fundamental research-driven investment process, managing equity, fixed income, and balanced portfolios with an emphasis on mid- to large-cap growth companies and high-quality fixed income securities.

Kristen Mueller is a financial advisor at Strategic Asset Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Solidity Financial LLC and Securus Wealth Management DBA GPS Wealth Management. Outside of her advisory role, she is the founder and CEO of Birch River Financial Services, LLC, which provides fractional back-office operations and compliance consulting for independent registered investment advisers, and she is also licensed as an insurance broker. Strategic Asset Management LLC is a ten-advisor firm that provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on long-term strategies and discretionary management, supported by a multi-office presence and dual-licensed advisors.