Catherine Hietala is a financial advisor at Motiv8 Investments LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, and MSI Financial Services Inc. Motiv8 Investments LLC offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides customized investment advice utilizing a range of asset classes and employs ongoing account monitoring and rebalancing combined with various analytical approaches.

Patrick Smith is a financial advisor at Bearing360 Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Wells Fargo Investments. Outside of his advisory role, Smith is involved in a musical group, Surreal McCoys, which recently produced a CD generating royalties. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities by providing personalized financial planning and discretionary investment management. The firm employs a client-centered process with comprehensive fact-finding and uses a broad range of securities and investment strategies tailored to each client’s financial situation and goals.

Gregory Paine is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding a Series 66 credential and bringing 18 years of industry experience. He previously worked at Infinex Investments, Inc. and 1st United Bank. Outside of his advisory role, he is a partner in family-owned rental properties and a commercial building enterprise. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies and offers both discretionary and non-discretionary portfolio management, as well as financial planning and a manager-of-managers program.

Jennifer Cords is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Cedar Cove Wealth Partners and has previously worked at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. In addition to her advisory role, she is a licensed insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across over 2,000 discretionary accounts. The firm serves individual clients, high-net-worth households, trusts, retirement-plan participants, and institutional clients using a blend of active and passive investment strategies, including tactical asset allocation and ESG integration.

Scott Foreman is a financial advisor at Capital Management Associates, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Capital Management Securities, Ronin Advisory, and First Advisors. Foreman is also the secretary of the Hispanic Republican Assembly of Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a blend of fundamental, technical, and cyclical analysis across various securities and offers both discretionary and non-discretionary portfolio management alongside financial planning and a manager-of-managers program.

Jann Mauri is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. Mauri has been with Stevens Foster Financial Advisors since 2013. Mauri maintains a Minnesota insurance license for service purposes only and does not receive commissions. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and advises clients on executive compensation and retirement plan integration, utilizing an in-house investment team and tax professionals to offer customized, tax-aware strategies.

Catherine Heine is an advisor at Financial Perspectives with Series 65 and Series 63 licenses. She has experience working at Stifel and DCM Services prior to joining her current firm. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services. The firm uses a client-focused approach with periodic reviews and access to independent managers, incorporating tools like account aggregation and considering client preferences such as cryptocurrency exposure or ESG factors.

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.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

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.

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.

Bennett Marks is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN, holding a Series 63 designation and 43 years of industry experience. He has been with Marks Group Wealth Management since 2008 and previously worked at LPL Financial LLC. Outside of his advisory role, he serves as a trustee for the Foundation for Endowment of the American Birkebeiner. Marks Group Wealth Management provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs multiple actively managed strategies and may allocate client assets to independent managers while maintaining oversight and client communication.

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.

Scott Robbins is a financial advisor with Feltl Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Feltl and Company since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are generally not high-net-worth, as well as to entities such 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 tailored to clients' risk profiles.

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.