Conner Kolodge is a CFP® and PFS™ with 10 years of industry experience, currently serving as an advisor at Cherry Tree Wealth Management, LLC since 2016. He also works as a part-time consultant lecturer delivering presentations on budgeting and general financial topics for Employee Assistance Plans in the Twin Cities area. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, estates, trusts, charitable organizations, and government entities. The firm emphasizes long-term, buy-and-hold investment strategies grounded in Modern Portfolio Theory, utilizing primarily passively managed funds and ETFs.

Patrick Deeg is a CFP® with 21 years of industry experience, currently serving at Marks Group Wealth Management, Inc. since 2010. He previously worked with LPL Financial for 11 years. Outside of his advisory role, he owns and manages rental properties in Minnesota. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed investment strategies, combining fundamental and technical analysis, and offers both discretionary and non-discretionary wealth management services.

John Drow is a CFA® charterholder with 40 years of industry experience. He has been with Colliers Securities LLC in Minneapolis, MN since 1997. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services, including non-discretionary accounts and discretionary wrap programs managed by third-party portfolio managers.

Troy Winegarner is a CFP® with 26 years of industry experience and is currently a principal at Strong Tower Advisory Services in Minneapolis, MN. He has held leadership roles at multiple firms including Advisor Financing LLC and Olivia Aviation, where he serves as CEO. Winegarner’s background includes wealth management and professional services, along with involvement in aviation leasing through Olivia Aviation. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs customized or model-based investment strategies using ETFs, stocks, bonds, mutual funds, and options, incorporating hedging and tactical rebalancing to manage risk.

Jessica Johnson is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc. in Edina, MN, and has nine years of industry experience. She previously worked at Gray Plant Mooty Mooty & Bennett, P.A. for nine years. Johnson serves as a director of New Life Family Services, a crisis pregnancy center and adoption agency, and holds a volunteer leadership role with the related nonprofit organization. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, employing a multi-cap, fundamentally driven and contrarian investment approach. The firm manages portfolios on a team basis and offers specialized micro- and nano-cap strategies alongside its wealth advisory process.

Patricia Kavanagh is a financial advisor with Parr McKnight Wealth Management Group in Minneapolis, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2018 and previously at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Cottage Couture, LLC, with her spouse. Parr McKnight Wealth Management Group serves individuals, families, trusts, estates, private foundations, and retirement plans with personalized financial planning and discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for about 441 clients, emphasizing customized financial plans that guide portfolio construction with a primarily long-term investment horizon.

Christopher Kaufman is a CFP® professional at Everest Financial Group with five years of industry experience. He has worked at several firms, including Great Waters Wealth Management and AdvisorNet Wealth Management. Outside of his advisory role, Kaufman is a musician and serves as Grants Chair for the Rotary Club of Faribault. Everest Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches and often delegates portfolio management to third-party managers within a wealth-management framework.

Thomas Schmid is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Nepsis Advisor Services, Inc. from 2013 to 2015 and at Nepsis, Inc. from 2010 to 2013. 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 also offers research and educational resources to other financial advisors and implements a wrap-fee investment approach with ongoing supervision and periodic portfolio re-optimization.

Thomas Pohlad is a financial advisor at Murphy Pohlad Asset Management LLC with 12 years of industry experience. He has been with Murphy Pohlad Asset Management since 2002. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm provides tailored investment management based on fundamental analysis and valuation discipline, with portfolio strategies ranging from diversified allocations to focused stock holdings.

Damian Winther is a CFP® with 13 years of industry experience, currently serving as an advisor at Birchwood Financial Partners, Inc. since 2014. Prior to joining Birchwood, he worked at AdvisorNet Wealth Partners from 2012 to 2014. Outside of his advisory role, Damian participates in BESTPREP, where he engages with students to promote financial literacy. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach incorporates Modern Portfolio Theory with a focus on asset allocation, manager selection, and diversification, employing a range of investment instruments alongside traditional equities and fixed income.

Zachary Wallace is a financial advisor at Murphy Pohlad Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Murphy Pohlad since 2020. Prior to that, he was with Ameriprise Financial Services and Robert Half, and also spent three years at the University of Minnesota Office of Admissions. Murphy Pohlad Asset Management delivers investment management services to individuals, trusts, estates, charitable organizations, and select business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and cost-conscious trading strategies while integrating financial planning and portfolio management through tailored investment policy statements.

Brett Angel is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with 19 years of industry experience. He has been with Marks Group Wealth Management since 2011 and previously worked at LPL Financial and UBS Financial Services. Outside of his advisory role, he is involved in a home-based real estate rental activity. Marks Group Wealth Management primarily advises high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through actively managed, daily-liquid strategies, combining fundamental and technical analysis and overseeing independent managers and subadvisers.

Nicholas Thunker is a CFP® professional with 12 years of industry experience. He has been with Silveroak Wealth Management LLC since 2007. 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 discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other services, with a focus on individualized investment policies and ongoing portfolio supervision.

Ethan Imdieke is a financial advisor with Vantage Point Wealth Management, holding a Series 66 license and four years of industry experience. He has been affiliated with VPWM Advisors LLC and LPL Financial since 2022, and he also serves as an athletic coach at The Blake School. Outside of advising, he is involved in athletic coaching. Vantage Point Wealth Management offers investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, incorporating fundamental and technical investment analysis with quarterly account reviews and ongoing monitoring.

Christopher Hamilton is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He also operates several business entities related to investment and insurance services. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis to guide asset allocation and investment selection, offering both fiduciary advice and non-discretionary control options.

John Schonberg is a CFA charterholder affiliated with Stonebridge Capital Advisors LLC, where he has been working since 2013. He holds Series 63 and Series 65 licenses and is based in St. Paul, Minnesota. Schonberg is part of a six-advisor team at Stonebridge Capital Advisors. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a committee-driven investment process supported by specialized staff and emphasizes active, research-based portfolio management across a range of account types.

Douglas Dirks is a financial advisor at Bearing360 Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Wells Fargo Clearing, and Wells Fargo Bank. Bearing360 Wealth serves individuals, family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management. The firm employs a client-centered process that integrates comprehensive fact-finding and written financial plans, using a broad range of securities and investment strategies tailored to client needs.

David Stevenson is a financial advisor at Oakwood Capital, Inc. in Edina, MN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Oakwood Capital since 2012 and affiliated with Oakwood Capital Securities, Inc. since 2009. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships and offers both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

Frederick Semmer is a CFA® charterholder and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Caissa Wealth Strategies in Bloomington, MN, where he has worked since 2026. Prior to that, he spent six years at Accredited Investors Inc. and took a year for extended travel. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to build and monitor portfolios, provides financial planning on fixed-fee or hourly bases, and offers access to private and alternative investments for qualified clients.

Emily Noyes is a CFP® professional with three years of industry experience, currently serving at Parr McKnight Wealth Management Group. She previously worked at Wells Fargo Advisors for five years and has experience in diverse roles including at the University of St. Thomas and in the modeling industry. Emily is based in Minneapolis, MN. Parr McKnight Wealth Management Group is an SEC-registered advisory firm that manages over $1 billion for individuals, family offices, trusts, and retirement plans. The firm emphasizes personalized financial planning and employs a long-term, fundamental investment approach complemented by shorter-term trading when appropriate.