Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jack Schwartz is an investment advisor at Summit Investment Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Ecolab. Schwartz’s professional background also includes roles in investment advisory and registered representative capacities. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, utilizing various analytical approaches and a mix of discretionary and non-discretionary account management. The firm operates a hybrid model with advisors serving as registered representatives, participates in multiple LPL Financial advisory programs, and provides services documented through Investment Policy Statements.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior experience includes four years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He serves as a board member of the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program, emphasizing diversification, asset allocation, risk management, and primarily long-term investment strategies.

Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014. Outside of his advisory role, Dixon teaches financial literacy to young people through Bestprep and serves on the board of the nonprofit Hamel Athletic Club, where he is treasurer and league information officer. He also teaches courses for Kaplan Professional Education aimed at individuals preparing for the CFP exam. 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, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Jesse Kuusisto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Laurel Wealth Planning in Edina, MN. He has been with Laurel Wealth Planning since 2017 and previously worked at Augsburg College from 2013 to 2017. Laurel Wealth Planning is a fee-only advisory firm that serves individuals and various institutional clients, managing approximately $453.6 million across a six-advisor team. The firm employs a combination of fundamental and technical analysis to create individualized investment policies and utilizes a range of investment strategies, including equities, bonds, mutual funds, ETFs, and derivatives.

Jane Truckenbrod is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Capital Management Associates Inc and its affiliated broker-dealer since 2016 and previously spent 28 years with First Advisors. Capital Management Associates, Inc. serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers investment supervisory services, portfolio management, a manager-of-managers program, and financial planning, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies tailored to client objectives.

Mark Walsingham is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Tradition Wealth Management since 2017 and previously at Concourse Financial Group Securities Inc. and Gradient Securities, LLC. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a multi-strategy investment approach, including model portfolios, ETFs, and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and behavioral analysis, overseen by an internal investment committee, and manages approximately $589 million in assets for 678 clients.

Tristan Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding a Series 65 designation. He has been with Tradition Wealth Management since 2025 and has prior experience at the City of Bryan and US Solar. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm provides asset management, financial planning, and consulting services, typically using model portfolios with various investment vehicles and offering access to alternative strategies and IPO participation.

Melissa Glennie is a financial advisor with Capital Management Associates Inc in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Glennie has been with Capital Management Associates and its affiliated broker-dealer since 1998. 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 employs a range of investment strategies, including fundamental, technical, and cyclical analysis, asset allocation, and options strategies, and utilizes third-party asset managers within its Managed Accounts Program.

Susan Becker is a CFA® charterholder with four years of industry experience. She has been with Nicollet Investment Management, Inc. since 2021. Prior to that, she worked at HomeMaker for eleven years. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, financial planning, and ERISA plan consulting, focusing on internally managed growth equity strategies and customized fixed-income approaches tailored to clients’ needs.

Nikolas Wogstad is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the Series 63 designation and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Wogstad also serves as the CFO of Everest Financial Group, overseeing the firm’s corporate financial obligations. 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 comprehensive financial planning, utilizing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Matthew Serrano is a CFP® professional with seven years of industry experience, currently affiliated with Capital Management Associates Inc. His prior experience includes roles at RBC Capital Markets and Merrill. He volunteers as a financial coach for young adults and recent widows. Capital Management Associates, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a blended investment approach combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary portfolio management across a broad range of securities.

Samuel Ludzack is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with Punch & Associates Investment Management, Inc., having joined the firm in 2024. Prior to this, he held roles at several financial services firms and also worked in education and golf course operations. Punch & Associates serves private and institutional clients, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and manages both discretionary portfolios and private micro-cap and nano-cap funds.

Matthew Neal is an advisor with Motiv8 Investments LLC in St Louis Park, MN. He holds a Series 65 designation and has been involved in financial services since 2015, with prior experience at Kay Stienessen CPA and Excelsior Financial Group. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical methods, and offers both discretionary and non-discretionary management along with consulting and educational services.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. Her work history includes roles at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC. She has been with Marquette Wealth Management since 2021. Marquette Wealth Management provides financial planning and discretionary investment management services to individuals, trusts, private foundations, donor-advised funds, and employee benefit plans. The firm employs a goal-driven, globally diversified approach using a mix of investment vehicles and a research-informed, factor-based active strategy, managing approximately $872 million in discretionary assets.

Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary assets.

Connie Biselx is a financial advisor at All Star Financial in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining All Star Financial in 2026, Connie worked at Merrill and Thrivent Investment Management. She also has an 11-year background running a business called Unglued. All Star Financial offers personalized financial planning, tax preparation by in-house certified public accountants, and investment management services to individuals and various types of entities. The firm uses a Modern Portfolio Theory-based investment approach with globally diversified, risk-based model portfolios and incorporates macroeconomic indicators to inform portfolio decisions.