Dana Brewer is a CFP® with 18 years of experience in the financial industry, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. Brewer has been with Birchwood since 2014, contributing to the firm’s advisory team. 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.

Bruce Bouta is a ChFC® with 48 years of industry experience, currently serving as an advisor at SB Advisory, LLC. He has held roles at firms including Cabot Lodge Securities, Cetera Advisor Networks, and Great Lakes Advisory Network. In addition to his financial advisory work, Bouta operates as an attorney and consultant specializing in business continuation planning, estate planning, and probate. SB Advisory, LLC is an SEC-registered multi-team firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm predominantly provides non-discretionary investment advice, using a combination of mutual fund and ETF allocation, individual equities, and third-party managers supported by fundamental, technical, and qualitative analysis.

Tyler Rudek is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Boyum Wealth Architects LLC, where he has worked since 2015. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals, risk tolerance, and time horizon.

Andrea Barkley is a financial advisor at Punch & Associates Investment Management, Inc. with 26 years of industry experience. She has been with Punch & Associates since 2016. Barkley holds Series 63 and Series 65 licenses. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm follows a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis and offering specialized micro- and nano-cap strategies through private funds and sub-advisory relationships.

Olivia Plagge is a CFP® professional with three years of industry experience, currently serving as an advisor at Cornerstone Wealth Advisors, Inc. She has worked at Cornerstone since 2020 and previously held positions at Vine & Fig Tree Wealth Planning and Creative Planning, LLC. Cornerstone Wealth Advisors is a five-advisor team managing approximately $609 million for around 336 clients, including individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment management, using a strategic asset-allocation process and regularly reviewing client accounts.

Bradley Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Tradition Wealth Management since 2005 and previously worked at Concourse Financial Group Securities. Johnson serves on the Board of Directors for the Edina Community Foundation. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach including model portfolios, ETFs, mutual funds, and alternative investments, and offers specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Ben Clymer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Abbey Street with 12 years of industry experience. He has worked at Abbey Street since 2019 and has also been a hockey analyst for Fox Sports North since 2014. Ben contributes to hockey television analysis alongside his advisory role. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth management for individuals, families, trusts, and charitable organizations. The firm employs an independent, fiduciary-focused investment process that integrates quantitative and qualitative analysis with ongoing due diligence.

David Christianson is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Nepsis, Inc. since 2020 and previously worked for CliftonLarsonAllen Wealth Advisors, LLC from 2016 to 2020. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm also provides research and educational offerings to other financial advisors, utilizing a wrap-fee investment management approach with continuous supervision and periodic re-optimization.

Andrew Tate is a CFP® and ChFC® with 25 years of industry experience. He has been with Cahill Financial Advisors, Inc. since 2020 and previously worked at C.R.I. Securities, Inc., North Star Consultants, Securian Financial Services, and Minnesota Life Insurance Company for 19 years. He serves as a volunteer board member for BESTPREP. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm designs investment policies based on client objectives and risk tolerance, implementing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Kelly Pedersen is a CFP® with 12 years of industry experience and has been with Caissa Wealth Strategies since 2009. She is a member of the Crescent Cove Investment Committee, a nonprofit organization where she advises on investments. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, offering portfolio management, financial planning, and access to private investments through a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to manage portfolios and conducts educational seminars and workshops for clients and prospects.

Gregory Blenkush is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has worked at Cahill Financial Advisors, Inc. since 2018 and previously spent nine years at Feltl and Company. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its advisory platform.

Casey Hayden is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Mutual Advisors, he worked at Guncheon Financial, Nicollet Investment Management, Stonebridge Capital Advisors, and other firms. Outside of advisory work, he serves on the boards of several nonprofit organizations focused on victims of trafficking and domestic violence and is involved in business ventures related to estate planning and outdoor recreation. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to a wide range of clients including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm blends active and passive strategies and offers unique operational features such as risk-tolerance assessments, directly held account platforms, and services tailored for sovereign wealth funds and other institutional clients.

Ross Levin is a CFP® with 13 years of industry experience, currently serving at Accredited Investors Wealth Management in Edina, MN. He has been associated with Accredited Investors Inc. since 1985, spanning over 40 years in total with the firm. Accredited Investors Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management to a diverse client base including individuals, families, trusts, foundations, charitable organizations, and businesses. The firm follows a mean-reversion investment approach managed by an Investment Committee, utilizing a variety of investment vehicles and emphasizes a collaborative, values-driven process with dedicated client teams.

Boniface Coelho is a Series 65 licensed advisor with 18 years of experience. He has worked at Redhawk Wealth Advisors, Inc. since 2008 and was previously with Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. Redhawk Wealth Advisors, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

Christina Clemons is a financial advisor at MissionSquare Retirement with 15 years of industry experience. She holds a Series 66 designation and has worked at ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Carin Viertel is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, bespoke family office services, and business consulting engagements, including work with professional athletes.

Patrick Osmonson is a financial advisor with Focus Financial Network, Inc. in Bloomington, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with Focus Financial since 2002 and serves as a partner at Edwards & Osmonson LLC, a firm providing accounting and tax services for small businesses and individuals. Outside of his advisory role, he acts as a financial guardian for his elderly father, overseeing his finances and brokerage accounts. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment advisory services and portfolio management strategies tailored to client needs.

Paul Meyer is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory role, Meyer serves as a director of the Trans-Mississippi Golf Association, a charitable organization supporting turf-grass internships at country clubs. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Jay Brown is a financial advisor at Boulay Wealth with 24 years of experience. He holds the CFP® and ChFC® designations along with a Series 66 license. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, LLC. Brown is also an agent with Boulay Insurance Solutions, where he is involved in fixed insurance sales. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax/accounting, and insurance services through affiliated entities.

Rebecca Lantzer is a financial advisor at Berger Financial Group with 20 years of industry experience. She holds a Series 63 designation and previously worked at Purshe Kaplan Sterling Investments and Independent Financial Group LLC. Outside of advising, she is a certified notary public and owns a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning and preparation, succession planning, and retirement-plan consulting, utilizing proprietary long-term investment strategies managed primarily on a discretionary basis.