Kyle Moore is a CFP® professional with nine years of industry experience. He has worked at Quarry Hill Advisors since 2017 and was previously with Pitzl Financial from 2014 to 2017. He is based in Saint Paul, MN. 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 uses a passive investment approach with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Joshua Legband is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at AdvisorNet Wealth Management and Great Waters Wealth Management. Outside of his advisory role, he serves as board president of Hand in Hand Christian Montessori Academy, a private education institution. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management with financial planning and consulting, using a combination of fundamental and technical analysis across multiple asset classes.

Jesse Karich is a financial advisor with Salus Financial Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes significant tenure with North Star Consultants Inc., CRI Securities, and Securian Financial Services Inc. prior to joining Salus Financial Advisors. Salus Financial Advisors is a five-advisor team serving approximately 365 clients with a focus on wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary approach, offering customized, primarily long-term investment strategies across a range of asset classes, and leverages institutional platform relationships to support client portfolios.

Wendy Peichel is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. She currently serves as a senior wealth planner at Strong Tower Advisory Services and Strong Tower Wealth Management in Minneapolis, MN. Her prior experience includes roles at DFPG Investments, Cetera Advisor Networks, and HD Vest Investment Services. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options to implement customized or model-based investment strategies with ongoing monitoring and risk management.

Kristin Baker is a CFP® professional with three years of industry experience. She currently works at Cordis Financial, LLC, having previously held roles at Pine Grove Financial Group, White Oaks Wealth Advisors, and Wells Fargo Bank. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The firm manages approximately $318 million across roughly 284 client relationships, using customized portfolios based on mutual funds, ETFs, and third-party model portfolios.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Jane Mckinley is a CFP® and ChFC® with 18 years of industry experience. She is currently an advisor at Quarry Hill Advisors and also maintains a role at Gray Duck Tax and Consulting Solutions LLC. Her prior experience includes 11 years at Ameriprise Financial Services, Inc., and four years with Wealth Enhancement Group and related entities. 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 uses a passive investment approach with diversified portfolios built from index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network and Neuberger Berman BD LLC. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a customized financial plan to guide portfolio construction with a primarily long-term investment approach.

Todd Stueve is a financial advisor with Still Water Wealth, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at Gambit Capital Management, Erickson PHAE, and SNS Financial Group. He is also employed as a general manager and controller at Erickson Plumbing, Heating & Electrical, an electrical and HVAC contractor. Still Water Wealth serves individual and high-net-worth clients through discretionary investment management, employee benefit plan consulting, and retirement-plan advice. The firm employs a range of investment strategies including ETFs, individual securities, derivatives, and options, and it integrates financial planning, tax preparation, and outsourced CIO services into its offerings.

William Dove Jr. is a CFA® charterholder and holds a Series 66 license, with one year of experience at 1834 Investment Advisors Co. He has previously worked at Old National Bank, PNC Bank, Waycrosse Inc., and Wells Fargo, accumulating extensive industry experience since 2004. 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 emphasizes asset allocation and customized portfolio strategies, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Samantha Beavens is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Summit and LPL, she worked at Northwestern Mutual Investment Management and in the hospitality industry. She is also a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and offering both discretionary and non-discretionary account management through proprietary and LPL-sponsored programs.

Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Joseph Sessions is a Certified Financial Planner® (CFP®) at The Planning Center, Inc. in St. Louis Park, MN, with 12 years of industry experience. He has been with The Planning Center since 2014. The Planning Center, Inc. is a fee-only wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a multi-meeting planning process and manages accounts primarily on a discretionary basis with mutual funds, ETFs, model portfolios, and third-party separately managed accounts, also incorporating proprietary software and AI tools under human oversight.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

James Heimler is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Ballast Advisors, LLC, where he has worked since 2023. Prior to that, he was with Gradient Advisors, LLC for six years and Case Central for six years. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing a range of strategies including modern portfolio theory and tactical asset allocation.

Benjamin Holm is a Certified Financial Planner® with 18 years of experience in financial advising. He is currently with Vantage Point Wealth Management and has held roles at VPWM Advisors LLC, Bighorn Wealth Management LLC, and LPL Financial, LLC. Holm also operates as a sole proprietor offering insurance product 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 combines fundamental and technical analysis with model-based and manager-access strategies, utilizing a range of LPL Financial-sponsored advisory programs.

Robert Phillips is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Greater Midwest Financial Group, LLC. He previously worked at Kestra Advisory, Kestra Investment Services, LLC, and LPL Financial. Outside of his advisory role, Phillips is a partner in a real estate business. Greater Midwest Financial Group, LLC offers financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines multiple analytical methods with asset allocation models overseen by an internal committee, managing approximately $589 million in assets for a diverse client base.

John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Rachel Nault is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN. She holds a Series 65 credential and has been working in the industry since 2015, including four years at Nystrom & Associates before joining Stonebridge Capital Advisors in 2019. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients across a broad asset range, including non-high-net-worth and high-net-worth households. The firm’s investment process is committee-driven and emphasizes active, research-based portfolio management supported by specialized staff with institutional asset management backgrounds.