John Hause is a financial advisor with Tradition Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Tradition Wealth Management since 2003 and spent over two decades at Concourse Financial Group Securities Inc. Additionally, Hause is an owner and producer at TWM Insurance, an affiliated insurance agency. 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 diverse investment approach that includes model portfolios, ETFs, and alternative investments, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Daniel Johnson is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates. He has previously worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. In addition to his advisory role, Johnson is a licensed independent insurance agent in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides financial planning, portfolio management, and consulting services to individual and high-net-worth clients. The firm uses tailored investment strategies and employs techniques such as asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation and primarily uses passively managed institutional-class mutual funds and ETFs.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.

Nicholas Davidson is a financial advisor at Strategic Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities for eight years. Outside of his advisory role, Davidson is involved in coaching and player development for youth hockey programs, including roles with Dodge County Youth Hockey and USA Hockey. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and utilizes a combination of fundamental and technical analysis, third-party manager programs, and quarterly account reviews to develop client strategies.

Jason King is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has held roles within multiple Oakwood Capital affiliated entities since 2019 and previously worked at Prosperity Capital Advisors and other financial services companies. Outside of investment advisory, he serves as a business consultant for C2P Enterprises, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios while conducting regular reviews and reporting for client accounts.

Keith Lunneborg is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Stevens Foster since 2019 and previously held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Management from 2009 to 2019. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation in client financial plans.

Heather Rezab is a financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel, Wells Fargo Advisors, and Larson Financial Group. Outside of her advisory role, she is a Notary Public for the state of Minnesota. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, managing portfolios through a multi-cap, fundamentally driven, and contrarian investment approach that emphasizes bottoms-up research and behavioral analysis. The firm serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities.

Amanda Berry is a CFP® professional with 13 years of industry experience currently affiliated with Strategic Wealth Group in Eden Prairie, MN. Her work history includes roles at LPL Financial and operating as a sole proprietor. In addition to her financial advisory responsibilities, she provides tax preparation and accounting services. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages $1.54 billion in discretionary assets and utilizes both fundamental and technical analysis to develop client investment strategies.

Jack Sowada is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with six years of industry experience. He holds a Series 66 designation and has previously worked at Concourse Financial Group Securities Inc and LPL Financial. Sowada serves as trustee and beneficiary of his own revocable trust. 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 utilizes model portfolios and provides continuous portfolio management with both discretionary and non-discretionary options, offering access to a range of investment vehicles including ETFs, mutual funds, and third-party managed accounts.

Sheri Rhyan is a financial advisor at Xcelsior Advisor Partners LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, The Oak Ridge Financial Services Group, and NBC Securities. Outside of finance, she owns and operates Restoration4U, a residential cleaning and organizing business, and Family Three LLC, a costume sales venture. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory, utilizes third-party technology and risk assessment tools, and offers access to alternative and private investments, including conditional IPO orders where eligible.

Michael Trudeau is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Strategic Wealth Group in Eden Prairie, MN, where he serves as part of a 23-advisor team. Trudeau’s prior experience includes roles at Thrivent Investment Management Inc. and managing his own advisory practice. He is also a board member of SMW Federal Credit Union, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Jon Breimhorst is a CFP® with 15 years of industry experience, currently serving at Oakwood Capital, Inc. since 2018. He previously worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, Wisconsin, including serving as secretary for the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, incorporating fundamental, technical, and cyclical analysis with at least annual reviews for client accounts.

Christopher Link is a CFP® and PFS™ credentialed financial advisor with two years of industry experience. He has worked at Silveroak Wealth Management LLC since 2020 and previously held roles at Accredited Investors and BDO. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm manages approximately $1.87 billion in discretionary assets and employs a seven-person advisory team that utilizes a formal due-diligence process for investments and offers tax preparation and bill-pay services.

Brennan Skon is a CFP® with five years of industry experience, currently serving at The Advocate Group, LLC. His prior roles include positions at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. He also serves as Vice President of Financial on the board of the American Marketing Association – Minnesota Chapter. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, managing over $800 million in assets. The firm emphasizes comprehensive financial plans centered on aligning risk and returns, with a client base that includes senior officers of large companies.

Cayden Saxon is a financial advisor at Financial Perspectives with one year of industry experience. He holds a Series 65 designation and previously worked at Golden Valley Country Club for nine years. Saxon also assists with tax preparation seasonally through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations with investment advisory, financial planning, and retirement plan consulting. The firm employs a multi-team model and offers tailored portfolio management using third-party managers and various custodial platforms, alongside affiliated tax preparation services.

Robert Klefsaas is a CFP®-certified financial advisor at All Star Financial in Minneapolis, MN, with 12 years of industry experience. He has worked at All Star Financial since 1992 and currently serves as chairman of the board for Bank Vista and as a director and advisor for ID Insight, a bank fraud software company. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management to a range of clients including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with global diversification and tactical asset allocation informed by macroeconomic indicators.

Michael Earl is a CFP® professional with 16 years of experience in the financial services industry. He is currently with The Wealth Group – Austin B. Colby & Associates, where he has worked since 2021. Prior to this, he was with Raymond James Financial Services Advisors Inc. from 2013 to 2021. Outside of his advisory role, he serves as a deacon at Emmaus Road Reformed Church, assisting with oversight of the church’s finances. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm customizes advice and portfolios to client objectives and risk tolerance, utilizing asset allocation, technical analysis, and trading strategies, and employs third-party platforms to manage held-away retirement assets.

Ryan Weiss is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior experience includes seven years at Entrust and earlier roles at Valmont Industries and full-time education periods. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios combined with fundamental, technical, and cyclical analysis.

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.