Jack Schwartz is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current roles, he held positions at firms including LPL Financial and Ecolab. Summit Investment Advisory Services provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical approaches and offering both discretionary and non-discretionary account management. The firm operates a hybrid model where advisors may receive commission-based compensation while managing a large client base.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior experience includes four years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He serves as a board member of the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program, emphasizing diversification, asset allocation, risk management, and primarily long-term investment strategies.

Luke Swirtz is a financial advisor with The Life Group Financial Services in Minneapolis, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining The Life Group Financial Services, he worked at AEL Financial Services, LLC, American Equity Investment Life Insurance Company, Allianz Life Financial Services LLC, and Allianz Life Insurance Company of North America. Outside of financial services, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm employs a core-and-satellite investment approach and offers services including portfolio management, retirement plan consulting, and estate planning.

Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014 and spent one year at AdvisorNet Wealth Partners prior to that. In addition to his advisory work, he teaches financial literacy to young people through Bestprep and serves on the board of directors for the nonprofit Hamel Athletic Club as treasurer and league information officer. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, with additional services for high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and offers both discretionary and non-discretionary portfolio management.

Jesse Kuusisto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Laurel Wealth Planning in Edina, MN. He has been with Laurel Wealth Planning since 2017 and previously worked at Augsburg College from 2013 to 2017. Laurel Wealth Planning is a fee-only advisory firm that serves individuals and various institutional clients, managing approximately $453.6 million across a six-advisor team. The firm employs a combination of fundamental and technical analysis to create individualized investment policies and utilizes a range of investment strategies, including equities, bonds, mutual funds, ETFs, and derivatives.

Jane Truckenbrod is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Capital Management Associates Inc and its affiliated broker-dealer since 2016 and spent nearly three decades at First Advisors prior to that. Capital Management Associates, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing investment supervisory services, portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis alongside asset allocation, offering both discretionary and non-discretionary management across a broad range of securities.

Mark Walsingham is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Tradition Wealth Management since 2017 and previously at Concourse Financial Group Securities Inc. and Gradient Securities, LLC. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a multi-strategy investment approach, including model portfolios, ETFs, and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, investment management, wealth management, and retirement plan consulting. The firm applies a multifaceted investment process managed by an internal committee and serves a large client base through a team of eight advisors.

Tristan Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding a Series 65 designation. He has been with Tradition Wealth Management since 2025 and has prior experience at the City of Bryan and US Solar. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm provides asset management, financial planning, and consulting services, typically using model portfolios with various investment vehicles and offering access to alternative strategies and IPO participation.

Melissa Glennie is a financial advisor with Capital Management Associates Inc in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Glennie has been with Capital Management Associates and its affiliated broker-dealer since 1998. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, asset allocation, and options strategies, and utilizes third-party asset managers within its Managed Accounts Program.

Susan Becker is a CFA® charterholder with four years of experience in financial advising. She has been with Nicollet Investment Management, Inc. since 2021 and previously worked at HomeMaker for 11 years. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for around 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services, delivering customized portfolios through various equity and fixed-income strategies while incorporating client education and outreach.

Nikolas Wogstad is a financial advisor with Everest Financial Group in Minneapolis, MN, holding a Series 63 designation and having 32 years of industry experience. He has worked at Everest Financial Group since 2005 and also has previous experience with Securities America and Focus Financial. In addition to his advisory role, Wogstad serves as CFO of Everest Financial Group, overseeing corporate financial obligations. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high-net-worth individuals. The firm employs a mix of analytical approaches and typically manages client portfolios on a discretionary basis within a broader wealth-management framework.

Matthew Serrano is a CFP® with eight years of industry experience, currently advising at Capital Management Associates Inc. He previously worked at RBC Capital Markets, LLC and Merrill. Outside of his advisory role, Serrano volunteers as a financial coach for young adults and recent widows through nonprofit organizations. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, a manager-of-managers program, and financial planning, employing a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term investment strategies.

Samuel Ludzack is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with Punch & Associates Investment Management, Inc., having joined the firm in 2024. Prior to this, he held roles at several financial services firms and also worked in education and golf course operations. Punch & Associates serves private and institutional clients, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and manages both discretionary portfolios and private micro-cap and nano-cap funds.

Matthew Neal is an advisor with Motiv8 Investments LLC in St Louis Park, MN. He holds a Series 65 designation and has been involved in financial services since 2015, with prior experience at Kay Stienessen CPA and Excelsior Financial Group. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical methods, and offers both discretionary and non-discretionary management along with consulting and educational services.

Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary assets.

Connie Biselx is a financial advisor at All Star Financial in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining All Star Financial in 2026, Connie worked at Merrill and Thrivent Investment Management. She also has an 11-year background running a business called Unglued. All Star Financial offers personalized financial planning, tax preparation by in-house certified public accountants, and investment management services to individuals and various types of entities. The firm uses a Modern Portfolio Theory-based investment approach with globally diversified, risk-based model portfolios and incorporates macroeconomic indicators to inform portfolio decisions.

Tenner Stoe is a CFP® with nine years of experience in financial advising. He is currently with Boyum Wealth Architects LLC and has previously worked at firms including Bernicke Wealth Management, Great Valley Advisor Group, Fidelity Investments, and Edward Jones. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages portfolios on a discretionary, customized basis using various analytical approaches and investment vehicles tailored to clients’ risk tolerance, time horizon, and goals.