Christopher Sipe is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Cedar Cove Wealth Partners in Bloomington, MN and has previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc., and THRIVENT FINANCIAL for Lutherans. Outside of his advisory role, he is also licensed as an insurance agent servicing client insurance needs. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across a diverse client base that includes individuals, high-net-worth households, trusts, retirement-plan participants, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing tactical asset allocation, fundamental and technical analysis, and ESG integration, while offering estate-planning coordination and securities-backed lending referrals.

Richard Devick is a CFP® professional with 32 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2016. He participates in charitable organizations, including advisory and board roles with the University of Minnesota International Adoption Clinic and People Serving People. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities with approximately $705 million in assets under management. The firm employs a goals-based, fiduciary approach incorporating individualized financial plans, continuous portfolio monitoring, and a mix of fundamental, quantitative, and cyclical analysis, with ESG research available as part of its investment planning.

Benjamin Johnson is a CFP® with 14 years of industry experience, currently serving as an advisor at Cedar Cove Wealth Partners. His prior roles include positions at Thrivent Investment Management and Purshe Kaplan Sterling Investments. He is also licensed as an insurance agent, providing clients with insurance services alongside his advisory work. Cedar Cove Wealth Partners manages approximately $455 million across more than 2,000 discretionary accounts, serving individual clients, high-net-worth households, trusts, retirement-plan participants, and institutional clients. The firm employs a blend of active and passive investment strategies, including relative strength, technical and fundamental analysis, and ESG integration, and offers estate-planning coordination and securities-backed lending referrals.

Maxwell Nygren is a Series 65-licensed advisor with Tailwinds Wealth, LLC, based in Vadnais Heights, MN. He has been with Tailwinds Wealth since 2026 and spent ten years at Substance Church prior to joining the firm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, individualized Investment Policy Statements, and stand-alone financial planning and consulting services. The firm uses a combination of analysis techniques and implements strategies across various asset classes, often employing third-party managers and model portfolios.

Ruth Langworthy is a financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. She has worked at Punch & Associates since 2019 and previously at Hoogendoorn & Talbot, LLP. Langworthy holds a Series 65 designation. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, government entities, and trusts. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management, Wealth Advisory services, and private fund management.

Braeden Mischke is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. His prior roles include work at Brouillette Group and involvement with The Jayhawk Club and the University of Kansas. Strong Tower Advisory Services is an SEC-registered investment adviser managing roughly $759 million in client assets. The firm offers discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, employing a total-return investment approach that incorporates customized portfolios, tactical rebalancing, and hedging strategies using a range of instruments including options.

Donald Phillips is a CFP® professional with 42 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. His prior roles include positions at Kestra Advisory and LPL Financial, where he worked from 2000 to 2023. He is also the owner of Phillips Financial LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients, employing a multi-disciplinary investment approach guided by an internal committee and offering both discretionary and non-discretionary management.

James Ronn is a CFP® professional with 31 years of experience in the financial industry. He is currently with Greater Midwest Financial Group, LLC, where he has worked since 2023, following previous roles at Kestra Advisory, Kestra Investment Services, LLC, and LPL Financial. Outside of his advisory work, he is a co-owner of JB Financial LLC, a real estate business. 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 manages approximately $589 million in assets for 678 clients and uses a multi-disciplinary investment process overseen by an internal committee, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Yelisey Kuts is a CFP® with nine years of industry experience currently serving at Guardian Wealth Strategies, LLC. He has held positions at multiple firms, including All Things Financial LLC and Haven Financial Group, where he also assists in the sale of fixed insurance and fixed indexed annuities as an agent. Kuts maintains involvement in insurance product sales through these affiliated entities alongside his advisory work. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, charitable organizations, and qualified retirement plans. The firm offers distinct client programs that range from comprehensive planning to scaled investment solutions, incorporating both fundamental and technical analysis within a structured review process.

Charles Mahar is a financial advisor at Tealwood Asset Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Tealwood Asset Management since 1995. 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, using a proprietary strategic risk management framework with regular account reviews and performance reporting.

Matthew Hentges is a financial advisor with Great Waters Financial, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Great Waters Financial, he worked in public education at several school districts from 2016 to 2023. He also serves as a licensed insurance agent. Great Waters Financial serves a diverse client base including individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management and financial planning services using a combination of fundamental and technical analysis, with specialized planning options and an insurance agency license unique among many peers.

Carol Goetsch is a financial advisor at Oakwood Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets, U.S. Bancorp Investments, and The Leaders Group Inc. Outside of Oakwood, she is involved with LIBRA, focusing on institutional market sales and insurance business. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business clients. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

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.