Richard Sunderland is an investment advisor representative at Oakwood Capital, Inc. with 30 years of industry experience. He is also the president and sole stockholder of Advisors Income Solutions, Inc., a firm engaged in fixed insurance and annuity sales. Additionally, Sunderland serves as a general partner of Delrick Enterprises and acts as an election judge for the City of Golden Valley. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both non-discretionary and discretionary portfolio options, utilizing a combination of in-house and third-party model portfolios and program platforms.

Cammack Byers is a financial advisor at Compass Capital Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Compass Capital Management, he worked at Road Machinery & Supplies Co. for two years. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm’s investment approach centers on fundamental research, with core equity portfolios focused on mid-to-large-cap growth companies and fixed income portfolios composed of A-rated or higher bonds arranged in laddered maturities.

Wyatt Schuster is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Everywhere Wireless, LLC and Sue & McLean Associates. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. The firm routinely offers financial planning as part of the advisory relationship and incorporates structured “buffer” ETFs and technical methods in its investment approach.

Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Andrew Dressel is a CFP® professional with 13 years of experience in financial advising. He is currently part of the Abundo Wealth team in Minnetonka, MN, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services and Confetti Wealth. Outside of advisory roles, he has fiduciary responsibilities such as serving in trustee and executor capacities. Abundo Wealth delivers ongoing comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on areas like cash flow, retirement, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and structures its fees on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

John Devereaux is a financial advisor at Oakwood Capital, Inc. in Edina, MN, with 22 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014, including prior roles at Oakwood Capital Securities, Inc. Devereaux also works as a sales representative for life, fixed annuity, and long-term care insurance. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to wrap-fee programs, typically managing portfolios on a non-discretionary basis while providing discretionary and third-party manager options.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

James Matejcek is a CFP® with 29 years of industry experience. He is affiliated with Everest Financial Group and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. He is also the owner of Matejcek Financial Corporation. Outside of his advisory roles, he serves on the board of the Plymouth Civic League, which promotes community engagement in Plymouth, MN. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using various analytical techniques and model asset allocation programs, managing over 2,600 clients with a team of 12 advisors.

Eric Annett is a financial advisor at Cherry Tree Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. 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 using passively managed mutual funds and ETFs, with discretionary portfolio management and employee benefit retirement plan consulting services.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Michael Brocker is a financial advisor with Legacy Wealth in Woodbury, MN, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been associated with Legacy Wealth and its related entities since 2009. Brocker serves on the boards of Bethel University, Hope Academy, and New Life Academy, contributing strategic advice and fundraising efforts in non-investment roles. Legacy Wealth is a team firm managing approximately $546 million in assets across 493 client relationships, serving individuals, trusts, pension plans, and business entities. The firm provides comprehensive financial planning, retirement consulting, and discretionary portfolio management using a multi-method investment approach, including Biblically Responsible Investing screening.

Zackary Trevis is a CFP® professional with two years of industry experience, currently affiliated with Bond & Devick Wealth Partners in Saint Louis Park, MN. His work history includes roles at McNellis & Asato, Red Wing Shoes, Prestige Pools, and Hastings High School. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm employs a goals-based, fiduciary approach that incorporates fundamental, quantitative, and cyclical analysis, offering services such as portfolio management, financial planning, and consulting.

Anthony Parr is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, Parr owns FA Academy, a firm focused on content creation and training for financial advisors, and serves as an advisory board member for Horizon Agency. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients and emphasizes a customized financial plan that guides portfolio construction with a primarily long-term investment approach supplemented by shorter-term trading when appropriate.

David Nye is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers, utilizing client profiling and third-party tools to guide program selection and management.

Kyle Berg is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Private Client Services, LLC since 2017 and previously worked at Cetera Advisor Networks. Outside of his advisory role, Berg volunteers with the Rutherford PTA and coaches boys youth lacrosse in Stillwater, MN. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a range of platforms and manages over $1 billion across more than 3,200 client accounts.

Todd Witcraft is a financial advisor at Legacies Wealth LLC in Minnetonka, MN, with 12 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Dougherty Wealth Advisers LLC and The KNW Group LLC. Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations, and high-net-worth clients, offering financial planning, tax and consulting services alongside discretionary and non-discretionary portfolio management. The firm uses capital-market assumptions and client-specific time horizons to construct portfolios, typically employing mutual funds, ETFs, individual securities, and third-party managers.

Wendy Waalen is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Oakwood Capital since 2011 and Oakwood Capital Securities since 2009. Outside of her advisory role, she is involved part-time with Valan Products and conducts recreational eBay sales. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options utilizing in-house and third-party model portfolios.