Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Robert Cooper is a CFP®-certified financial advisor with 21 years of experience at Capital Management Associates Inc in Faribault, MN. He holds a Series 66 license and is also a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Cooper has been with Capital Management Associates and its affiliated broker-dealer since 2005. 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 and technical analysis, asset allocation, and options strategies, and offers both discretionary and non-discretionary portfolio management as well as a manager-of-managers program.

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities since 1997. 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 and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement strategies.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining 1834 Investment Advisors in 2024, he worked at Old National Bank, LPL Financial, Kestra Investment Services, LLC, ProEquities, Inc., and HKFS. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm focuses on customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Thomas Hawley is a financial advisor at Bearing Point Capital with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bearing Point Capital in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific approach using fundamental and technical analysis to construct customized portfolios across a broad range of securities and investment vehicles.

Michael Poissant is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Secured Retirement Advisors, LLC. His previous roles include positions at LPL Financial, Concord Wealth Partners, Personal Wealth Partners, and H. Beck, Inc. Secured Retirement Advisors, LLC manages approximately $255 million for about 600 clients with a four-advisor team, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a mix of fundamental and technical analysis and uses strategies including option writing and direct indexing, with an emphasis on transparency around performance and conflicts of interest.

Maxwel Fagan is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Ameriprise Financial Services and Catalyst Financial Group. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Michael Silva Jr. is a CFP®-credentialed advisor with five years of industry experience, currently with Global Wealth Strategies and Associates, LLC. He has previously worked with Northwestern Mutual in various capacities and serves as a flight instructor for iFly Detroit. Outside of financial advising, he coaches students in indoor skydiving through his ownership of Lazyman LLC. Global Wealth Strategies and Associates, LLC is an 11-advisor team providing discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach with sector rotation, using a mix of equities, ETFs, mutual funds, and fixed income, and offers integrated planning tools and coordination with clients’ other advisors.

Gregory Stroh is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Capital Management Associates and Capital Management Securities since 1982. Outside of his advisory role, he serves as president of the Faro Blanco homeowner association and is a director and shareholder of the Pixie Point homeowner association. 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 utilizes fundamental, technical, and cyclical analysis, asset allocation, options strategies, and both long- and short-term trading approaches, alongside third-party asset managers within its Managed Accounts Program.

Charles Kelley is a Series 65-licensed financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He has been with Compass Capital Management since 1988. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Jonathan Scharlau is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Silveroak Wealth Management LLC since 2008. Silveroak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, pension consulting, and tax-related support, emphasizing individualized investment policies and ongoing portfolio supervision.

Kameron Richter is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Wealth Services and Pruco Securities. Richter also operates as an insurance agent through a sole proprietorship. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis with various strategies including options and margin.

Rishi Biswas is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds the Series 65 designation and previously worked at Varde Partners for 11 years before serving as an independent contractor. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm’s investment approach is based on fundamental research and valuation disciplines, managing a core equity portfolio alongside fixed income strategies and selective external fund managers.

Christopher Pavek is a financial advisor at Vantage Point Wealth Management with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Feltl Advisors and LPL Financial. Outside of his advisory work, he operates a sole proprietorship focused on sports card promotion and sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and advisory programs.

James Hannack is a financial advisor with Punch & Associates Investment Management, Inc., holding a Series 65 credential and two years of industry experience. He has worked at Punch & Associates since 2021 and previously at Great Western Bank from 2018 to 2021. Punch & Associates serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap, fundamental research-driven investment approach across various equity strategies and combines private fund management with customized portfolio and wealth advisory services.

Yat Sing Wong is a financial advisor at Running Oak Capital LLC with four years of industry experience and holds a Series 65 designation. Prior to his current role, he has worked in various positions including contractor roles as an interpreter for Radio Free Asia and a brand ambassador for ITA Promotions. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis and serves as investment adviser to the Running Oak Efficient Growth ETF.

Ingrid Strauss is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cordis Financial, LLC since 2018. Her prior experience includes roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company from 2014 to 2018. Outside of her advisory work, she is involved in managing a family farm through O'HARA FARMS LLC. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting, constructing customized portfolios primarily using mutual funds and ETFs with an emphasis on fundamental analysis and modern portfolio theory.

Megan Nadeau is a financial advisor at Tailwinds Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory role, she is also engaged in insurance sales in New Hope, Minnesota. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of analytical techniques and investment strategies across various asset classes while offering standalone financial planning and consulting services.

Timothy Lo Stracco is a CFP® with four years of industry experience, currently advising at Great Waters Financial in Shoreview, MN. Prior to joining Great Waters Financial, he held roles at Foothills Financial Planning and worked in transportation at the University of Arizona. Great Waters Financial serves a diverse client base including individuals, trusts, charitable organizations, and business entities, managing over $1.2 billion with a team of 23 advisors. The firm offers tiered financial planning and portfolio management services that integrate fundamental and technical analysis across a range of investment vehicles.

Brian Adamek is a CFP® professional with 17 years of industry experience, currently serving at E Wealth Partners in Minnetonka, MN. His work history includes roles at Cetera Advisor Networks LLC and Advisornet Wealth Partners. Outside of advisory services, he is involved in tax and accounting management through SBI Tax & Financial Services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning for individuals, corporations, and other entities, employing a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.