Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.

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.

Daniel Colich is a financial advisor at Oakwood Capital, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital Securities, Inc. since 2008. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Mitchell Dickie is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously with Ameriprise Financial and FedEx, among other roles. Mitchell also spent time at the University of St. Thomas during his early career. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, families, trusts, and institutional plan sponsors. The firm utilizes a long-term oriented investment approach that incorporates fundamental analysis and a broad range of asset types, managing over $1.1 billion with a team of 18 advisors.

Mitchell Edwards is a financial advisor at Feltl Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Feltl and Company since 2003. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis.

Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and the University of Wisconsin-Madison. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm focuses on asset allocation and long-term, buy-and-hold strategies using primarily passively managed institutional mutual funds and ETFs.

Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

Allison Dugan is a CFP® with seven years of industry experience and is currently with Financial Perspectives in Minneapolis, MN. She has been with the firm since 2017, including prior roles at Bean Partners and the University of Minnesota. In addition to her advisory work, she assists with seasonal tax preparation through a separate affiliated accounting practice. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting. The firm utilizes account aggregation tools and may incorporate independent managers, cryptocurrency exposure, or ESG factors based on client preferences.

Laura Bereiter is a CFP® and PFS™ professional at White Oaks Wealth Advisors, Inc. in Minneapolis, MN, with nine years of industry experience. She has been with White Oaks Wealth Advisors since 2015. White Oaks Wealth Advisors serves individual and high-net-worth clients as well as pension, profit-sharing, and charitable organizations by offering family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based approaches and a combination of active and passive investment strategies, with a notable organizational structure that includes affiliated investment advisers and a referral relationship with a federally chartered trust company.

Joseph Lucey is a CFP® with 12 years of industry experience, currently serving at Secured Retirement Advisors, LLC. He has been with Secured Retirement Associates, LLC and Secured Retirement Advisors, LLC since 2007. Outside of advisory services, he manages an insurance agency through which he sells insurance products. Secured Retirement Advisors is an SEC-registered firm that offers personalized financial planning, portfolio management, third-party adviser selection, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs both fundamental and technical analysis, including options strategies and structured products, to tailor portfolios to client objectives.

Todd Zipfel is a financial advisor with Feltl Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at U.S. Bancorp Investments, Inc. since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets, offering non-discretionary advice through wrap-fee advisory programs and maintains an affiliation with a broker-dealer.

Turner Storm is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Marks Group Wealth Management, Inc. and has previously worked at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed strategies, combining fundamental and technical analysis, and utilizes both in-house and independent subadvisers to manage nearly $2 billion in client assets.

Brittany Metzig is a CERTIFIED FINANCIAL PLANNER™ at Bond & Devick Wealth Partners with 26 years of industry experience. She has been with Bond & Devick since 2016. Outside of her financial advisory role, she is involved in direct sales as a stylist for Farmasi, focusing on skincare, makeup, and hair care products. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, offering services that include portfolio management, financial planning, and ESG research.

James Quinn is a CFA® charterholder and Series 66 licensee based in Minneapolis, MN, with four years of industry experience. He currently serves as an advisor at EPIQ Partners, LLC and has previously worked at US Bank Private Wealth, Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and The Ayco Company, L.P. EPIQ Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary models focusing on concentrated, high-conviction portfolios combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Nicholas Fahrendorff is a CFP® professional with three years of experience, currently serving as an advisor at Pine Grove Financial Group since 2023. His prior work includes roles at Solutran, Dominos Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, serving individuals—including high-net-worth clients—and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing with strategic asset allocation and offers discretionary management, financial planning, fiduciary consulting, and educational seminars.

Nicholas Johnson is a CFP® with 14 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2018. His prior roles include positions at Northwestern Mutual Wealth Management Company and FFP Wealth Management. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, offering comprehensive portfolio management and financial planning with strategies including individual securities, mutual funds, ETFs, options, and select private investments.

James Leggott is a financial advisor with Ascent Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Corestone Wealth Management, 20/20 Financial, and J.D. Mellberg Financial. He is also licensed to sell insurance. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis with modern portfolio theory, and is known for its pension and employee benefit plan consulting as well as specialized services related to Delaware Statutory Trusts and 1031 exchange planning.

Jason Johnson is a CFP® professional with 25 years of industry experience, currently serving at Pine Grove Financial Group since 2020. His prior work includes positions at AdvisorNet Wealth Management, Kadence Wealth, Cetera Advisor Networks, AIG Capital Services, American General Life Insurance, and Bluerock Capital Markets. Outside of advisory roles, he has been involved in selling fixed insurance products such as life insurance, annuities, and long-term care. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors and participants. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers discretionary asset management, written financial planning, fiduciary consulting, and management services for retirement plans.

Dylan Malberg is a CFP® and holds Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Secured Retirement Advisors, LLC since 2016. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Secured Retirement Advisors manages approximately $255 million for around 600 clients, offering personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a range of investment strategies including option writing and incorporates direct-indexing and AI tools in its process.

John Feste is a financial advisor with Marks Group Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Feste has been with Marks Group Wealth Management since 2008, and previously worked at LPL Financial from 2008 to 2021. Marks Group Wealth Management primarily advises high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through a combination of actively managed strategies and oversight of independent subadvisers.