John Rudi is a CFP® professional with 17 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. Prior to this, he held roles at Wells Fargo Advisors and Wells Fargo Clearing. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for around 441 clients. The firm offers personalized financial planning and investment management, primarily serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans through a team of ten advisors.

Alexander Braun is a CFA® charterholder with 11 years of industry experience. He has worked at Parametric Portfolio Advisors for nine years and held roles at Bleakley Financial Group and Financial Planning Navigators. He is currently with FPNavigators in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory alongside fundamental and technical analysis to tailor diversified portfolios and participates in wrap fee programs, offering multiple ERISA roles and business consulting services.

Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Luke Dugan is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Financial Perspectives since 2006 and also has roles at Purshe Kaplan Sterling Investments and FP Dugan LLC. Outside of advisory work, he is a 33% owner of FP Tax and Accounting, LLC, which provides tax preparation services. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers, managing approximately $1 billion in regulatory assets.

Brian Bohnsack is a financial advisor with 21 years of industry experience, currently with 360 Financial in Wayzata, MN. He holds a Series 66 designation and previously worked at Fleming Investment Group and CommonWealth Financial Network. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision and offers customized portfolios with a range of investment strategies, alongside educational webinars and workshops.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. 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 employs a variety of analytical methods and investment strategies while operating under fiduciary standards.

Kimberly Braley is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Up North Wealth Advisors and Wells Fargo Advisors. Outside of her advisory work, she operates a business called Walleye On A Stick. 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 multiple advisory platforms, with quarterly account reviews and rebalancing.

Elizabeth Alward is a financial advisor at Compass Capital Management Inc with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Varde Partners for six years. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research approach with a focus on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

Steven Loheit is a financial advisor at Financial Perspectives in Minneapolis, MN, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, while maintaining his own financial planning business since 1998. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing approximately $1 billion in regulatory assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, often implementing strategies through third-party managers and technology platforms.

Terra Johnson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Pine Grove Financial Group since 2020. Prior to joining Pine Grove, Terra worked at Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and CETERA Advisor Networks LLC. Terra is also a licensed insurance agent, selling fixed life insurance and annuities. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers.

William Velgersdyk is a financial advisor with Strong Tower Advisory Services in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial advisory field, he worked in various roles including at Agiliti and Twin City Filter Service, and spent four years affiliated with the University of St. Thomas. Strong Tower Advisory Services provides discretionary portfolio management, financial planning, retirement-plan fiduciary, and financial consulting services to individuals, small businesses, trusts, and estates. The firm manages approximately $759 million in client assets and employs a total-return investment approach that combines capital appreciation and dividend income with risk management strategies including the use of derivatives and leverage.

Michael Granbois is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Kure Advisory, LLC since 2021 and previously spent ten years with Capital Asset Advisory Services, LLC. Outside of advising, he is involved with Mac Marketing, a wholesale annuities and insurance business he has operated since 2005. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm manages customized portfolios utilizing a variety of asset types and maintains coordination with tax and estate specialists as part of its client service.

Scott Johnson is a financial advisor at Feltl Advisors with 42 years of industry experience. He has been with Feltl and Company since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he works as a youth ski instructor at Blizzard Ski and Snowboard School on a contract basis. 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 and offers non-discretionary advice through various wrap-fee advisory programs.

Mindy Prow is a financial advisor at Parr McKnight Wealth Management Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Ameriprise Financial Services, and Merrill. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm’s approach combines long-term fundamental analysis with tactical trading, offering personalized financial planning and investment management across a range of asset types.

Jacob Abbott is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience working in the hospitality and social gaming sectors, as well as attending the University of Minnesota Duluth. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. Financial planning services are included as part of the advisory relationship, and the firm emphasizes structured “buffer” ETFs and technical methods in its investment approach.

Kimberly Hamlin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Allodium Investment Consultants, LLC and has previously worked at firms including Prowealth Financial, Cetera, and Voya Financial Advisors. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances, with a process that includes ongoing monitoring and quarterly reviews.

Rebekah Peterson is a financial advisor at Affiance Financial LLC with eight years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Ameriprise Financial Services Inc. from 2015 to 2025. Affiance Financial serves individual clients, employer-sponsored retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach and offers various model strategies alongside specialized services such as direct indexing and access to alternative investment portfolios.

Daniel Petkau is an investment adviser representative at Fiat Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fiat Wealth Management since 2022. He is also involved with Fiat Insurance Services, LLC and Foundations Investment Advisors LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, charitable organizations, and businesses, providing financial planning, discretionary portfolio management, and tax-related services.