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.

Jonah Pellegrom is a financial advisor at MD Financial Advisors / Vestment Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of his advisory role, he has worked as a food delivery driver for DoorDash. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost funds.

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.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

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.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.

Nicholas Heyer is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, written financial planning, ongoing advisory services, and ERISA plan consulting, with a focus on internally managed growth equity strategies and customized fixed-income approaches tailored to client needs.

Jason Roeske is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His career includes roles at Encore Group, Lake Street Capital Markets, and Ehlers. In addition to his advisory work, he provides compliance and regulatory consulting through Encore Group. Oakwood Capital offers investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management and utilizes third-party managers and model portfolios to serve its clients.

Daniel Hedegard is a Certified Financial Planner™ (CFP®) at SilverOak Wealth Management LLC in Edina, MN, where he has worked since 2014. He is part of a seven-advisor team at the firm. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, pension consulting, and tax-related services, with an emphasis on individualized investment policy development and ongoing portfolio supervision.

Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, and trusts. The firm offers investment management, financial planning, and ERISA plan consulting, with a focus on internally managed growth equity strategies and tailored fixed-income approaches.

Emily Nuth is an advisor at Schwarz Dygos Wheeler Investment Advisors LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at U.S. Bancorp Investments, Inc., Michael Kors, and several other companies. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of investment strategies, including the use of derivatives and margin lending, with daily portfolio monitoring and formal quarterly reviews.

Matthew Wright is a CFA® charterholder with 16 years of industry experience. He is currently with Cahill Financial Advisors, Inc., where he has worked since 2025. His prior experience includes roles at Summit Wealth Advocates, LLC, Avantax Planning Partners, Inc., and LPWM LLC. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm uses client interviews to establish investment policies and implements diversified portfolios using mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.