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 industry experience. She has been with Nicollet Investment Management, Inc. since 2021. Prior to that, she worked at HomeMaker for eleven years. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, financial planning, and ERISA plan consulting, focusing on internally managed growth equity strategies and customized fixed-income approaches tailored to clients’ needs.

Nikolas Wogstad is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the Series 63 designation and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Wogstad also serves as the CFO of Everest Financial Group, overseeing the firm’s corporate financial obligations. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and comprehensive financial planning, utilizing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Matthew Serrano is a CFP® professional with seven years of industry experience, currently affiliated with Capital Management Associates Inc. His prior experience includes roles at RBC Capital Markets and Merrill. He volunteers as a financial coach for young adults and recent widows. Capital Management Associates, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a blended investment approach combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary portfolio management across a broad range of securities.

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.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. Her work history includes roles at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC. She has been with Marquette Wealth Management since 2021. Marquette Wealth Management provides financial planning and discretionary investment management services to individuals, trusts, private foundations, donor-advised funds, and employee benefit plans. The firm employs a goal-driven, globally diversified approach using a mix of investment vehicles and a research-informed, factor-based active strategy, managing approximately $872 million in discretionary assets.

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.

Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.

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.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Leonard Fox Jr is a Series 65-licensed advisor with 12 years of industry experience. He is the owner, president, and Investment Advisor Representative of Scarecrow Advisors, LLC, where he has worked since 2020. In addition to his advisory role, he provides a newsletter and trading signals to other RIAs and IARs. Scarecrow Advisors, LLC is a state-registered investment adviser serving individual and institutional clients with customized portfolio management and supervisory services. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing both strategic and tactical asset-allocation approaches across discretionary accounts totaling approximately $74 million in assets under management.

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 with Punch & Associates Investment Management, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Company, Wells Fargo Advisors Financial Network, and Larson Financial Group. Outside of her advisory work, she serves as a Notary Public for the State of Minnesota. Punch & Associates Investment Management serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and manages approximately $2.09 billion in discretionary assets.

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.

Rachel Krube is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Treadstone Funding, Varde Partners, and NUU Group. 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 manages approximately $2.54 billion in assets and emphasizes fundamental research and valuation disciplines in its investment approach.

Brian Mcknight is a CFP® credentialed financial advisor with 27 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing over the past 15 years. Outside of his advisory work, he has ownership in and serves as trustee for ZPOZ Capital, a private investment-related entity. Parr McKnight Wealth Management Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion and employs a customized financial planning process that guides portfolio construction using fundamental analysis and a generally long-term investment horizon.