Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

John Feltl is a CFA® charterholder with 32 years of industry experience. He has been with Feltl Advisors since 2014 and has worked at Feltl & Company since 2002. Outside of his advisory work, he serves as chairman of the board and holds approximately 20% ownership in Key Community Bank in Inver Grove Heights, MN, where he contributes about five hours per month. He is also a director of Relevant Radio, a charitable organization. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets, offering non-discretionary advice and wrap-fee programs through its clearing relationship with RBC.

Douglas Mock is a financial advisor with Everest Financial Group in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His career includes roles at Osaic Wealth, Inc. since 2024 and Securities America Advisors, Inc. from 2006 to 2024. In addition to his advisory work, he founded the Tax and Retirement Resource Center in 2010, where he educates clients on retirement planning topics such as Social Security, Medicare, and tax strategies. He also owns Doug Mock Tax Advisors, providing tax preparation and planning services. Everest Financial Group serves individual clients, high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, using a variety of analytical techniques and model asset allocation programs to deliver both discretionary and non-discretionary investment management.

Robert Caverly Jr. is a CFP® professional with 12 years of experience, currently serving at Bond & Devick Wealth Partners since 2016. He holds the Series 66 designation and is based in Saint Louis Park, MN. Outside his advisory role, he is president of the board for the Minnesota Thunder Academy, a youth sports organization. Bond & Devick Wealth Partners manages approximately $705 million for individuals, trusts, estates, charitable organizations, and businesses through a nine-advisor team. The firm uses a goals-based, fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research and both long-term and tactical investment strategies.

Rebecca Botzet is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Cahill Financial Advisors, Inc. Prior to joining Cahill, she worked at Avantax Planning Partners, Inc. and Summit Wealth Advocates, LLC. She is also a partial minority owner of SW Advocates, LLC, an unrelated business currently in the process of sale and dissolution. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm combines asset management and financial consulting under a single agreement and employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and long-term holdings.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Gray Pines Wealth Management and CETERA Advisor Networks LLC. Outside of his advisory role, he owns and manages a wealth management business that focuses on managing securities within retirement and individual accounts. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion. The firm employs a value-oriented, long-term investment approach with strategic and tactical asset allocation, offers fiduciary consulting and management services, and sponsors private investment vehicles for select investors.

Ethan Favre is a CFP® and Series 66-licensed advisor with one year of industry experience. He is currently affiliated with SimplyRIA Advisor Network and previously worked at Northwestern Mutual Investment Services LLC and Edward Jones. Outside of financial advising, he owns and operates a vending machine business. SimplyRIA Advisor Network serves individuals, high net worth clients, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm operates as an RIA-aggregator, allowing supervised Investment Adviser Representatives to run independent practices while offering tailored portfolio management using a variety of strategies and investment vehicles.

Damon Longstreet is a financial advisor at Landolt Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Landolt Securities, he worked in roles at Arctic Wolf and United Healthcare, among other companies. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis, managing a majority of client assets in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management alongside access to third-party asset management programs.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Gregory Molle is a CFP® with 41 years of industry experience, currently serving as CEO and managing partner at Strong Tower Advisory Services in Minneapolis, MN. He has held advisory roles at DFPG Investments, Advisor Financing LLC, Cetera Advisor Networks, and Advisornet Wealth Management. Molle is also involved as a silent partner in a startup bar and restaurant business. Strong Tower Advisory Services works with individual clients, small businesses, trusts, and estates, offering discretionary portfolio management, financial planning, retirement plan advisory, and broader financial consulting. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on downside risk management and retirement-plan fiduciary services.

Daniel Engskov is a financial advisor with Cedrus Wealth Group in Andover, MN, holding a Series 65 license and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked in real estate and corporate roles including positions at Hempel Real Estate and Ryan Companies. He is also the Director of Private Client Services at Rooted Tax, where he prepares and reviews tax returns and provides tax planning and consulting services. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods and integrates tax and estate planning tools while maintaining a formal affiliation with Rooted Tax Group.

Lawrence Chan is a financial advisor at Running Oak Capital LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities for 12 years. Running Oak Capital provides discretionary portfolio management mainly for high-net-worth individuals and various institutional clients. The firm employs an equity-focused investment approach that combines fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and it serves in multiple roles including ETF advisement and sub-advisory services.

Shawn Eells is a CFA® charterholder with seven years at Palisade Asset Management, LLC and over 12 years of prior experience at UnitedHealth Group. He holds a Series 63 license and is based in Minneapolis, MN. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income strategies, tailoring portfolios to client objectives and utilizing third-party managers and diversified investment vehicles.

Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.

Peyton Chapman is an advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Cedrus, Chapman worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Outside of finance, Chapman has experience with Ninth Street Soccer and Coffee and International Justice Mission. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment strategies, including fundamental and technical analysis, tactical approaches, and alternative exposures, and integrates AI-enabled estate and tax planning tools into its client services.

Nicholas Harrel is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was employed at DICKS SPORTING GOODS. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Timothy Wynne is a financial advisor at Feltl Advisors in Plymouth, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as 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 a clearing relationship with RBC, delivering advice on a non-discretionary basis.

Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a wealth advisory firm serving individuals, families, and related entities by providing investment consulting, portfolio management, and solution-driven advice. The firm is noted for its customized asset-allocation roadmaps and proprietary model strategies, which incorporate individual equities, fixed income, mutual funds, ETFs, and private investments, with a distinctive use of equity options in separately managed accounts.

Daniel Lear is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at Affiance Financial LLC since 2014 and previously was with Cetera Advisor Networks from 2015 to 2017. Lear serves on the board of Best Prep, a nonprofit focused on student business, career, and financial literacy. Affiance Financial LLC serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor client asset allocations and offers a range of model strategies with blended passive and active investments.