Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and the University of Wisconsin-Madison. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm focuses on asset allocation and long-term, buy-and-hold strategies using primarily passively managed institutional mutual funds and ETFs.

Joshua Zajicek is a financial advisor at Abbey Street with a CFA® designation and Series 63 license. He has eight years of industry experience, including roles at Mercer and Waycross, Inc. prior to joining Abbey Street in 2025. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs a research-driven investment approach combining quantitative and qualitative analysis, focusing on diversification, strategic asset allocation, and blending active and passive strategies with a long-term, buy-and-hold orientation.

Robert Cron Jr. is a financial advisor at Abbey Street with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including U.S. Bancorp Investments, US Bank, BELR Capital, LLC, and Bronfman E.L. Roschild LP. Outside of his advisory role, he serves as director and treasurer for the Folds of Honor Foundation in Minnesota, where he reviews financial reports, solicits donors, and manages the endowment. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs an independent, research-driven investment approach that blends active and passive strategies, focusing on diversification and strategic asset allocation, and offers specialized services such as participant engagement and corporate M&A consulting.

Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

Allison Dugan is a CFP® with seven years of industry experience and is currently with Financial Perspectives in Minneapolis, MN. She has been with the firm since 2017, including prior roles at Bean Partners and the University of Minnesota. In addition to her advisory work, she assists with seasonal tax preparation through a separate affiliated accounting practice. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting. The firm utilizes account aggregation tools and may incorporate independent managers, cryptocurrency exposure, or ESG factors based on client preferences.

Joseph Lucey is a CFP® with 12 years of industry experience, currently serving at Secured Retirement Advisors, LLC. He has been with Secured Retirement Associates, LLC and Secured Retirement Advisors, LLC since 2007. Outside of advisory services, he manages an insurance agency through which he sells insurance products. Secured Retirement Advisors is an SEC-registered firm that offers personalized financial planning, portfolio management, third-party adviser selection, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs both fundamental and technical analysis, including options strategies and structured products, to tailor portfolios to client objectives.

Todd Zipfel is a financial advisor with Feltl Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at U.S. Bancorp Investments, Inc. since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets, offering non-discretionary advice through wrap-fee advisory programs and maintains an affiliation with a broker-dealer.

Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.

Connor Lantz is a CFP® professional with three years of industry experience, currently serving at E Wealth Partners. His prior experience includes roles at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E Wealth Partners is an SEC-registered advisory firm with a team of five advisors managing approximately $218.7 million for around 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipalities, other advisers, and insurance companies, using a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.

Debra Pladsen is a financial advisor at Fortress Financial Group, LLC with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at LPL Financial, LLC for eight years before joining Fortress Financial Group in 2021. Fortress Financial Group is an SEC-registered wealth management firm managing approximately $352 million for around 330 clients through an eight-advisor team. The firm provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses, using a fiduciary, long-term investment approach supported by both fundamental and technical analysis.

Bruce Bouta is a ChFC® with 48 years of industry experience, currently serving as an advisor at SB Advisory, LLC. He has held roles at firms including Cabot Lodge Securities, Cetera Advisor Networks, and Great Lakes Advisory Network. In addition to his financial advisory work, Bouta operates as an attorney and consultant specializing in business continuation planning, estate planning, and probate. SB Advisory, LLC is an SEC-registered multi-team firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm predominantly provides non-discretionary investment advice, using a combination of mutual fund and ETF allocation, individual equities, and third-party managers supported by fundamental, technical, and qualitative analysis.

Kyle Smith is a Series 65-licensed financial advisor with MD Financial Advisors / Vestment Financial, bringing two years of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles at the University of Minnesota Duluth and Litchfield High School. MD Financial Advisors / Vestment Financial serves individuals, trusts, estates, and institutional plan sponsors with financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Turner Storm is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Marks Group Wealth Management, Inc. and has previously worked at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed strategies, combining fundamental and technical analysis, and utilizes both in-house and independent subadvisers to manage nearly $2 billion in client assets.

Brittany Metzig is a CERTIFIED FINANCIAL PLANNER™ at Bond & Devick Wealth Partners with 26 years of industry experience. She has been with Bond & Devick since 2016. Outside of her financial advisory role, she is involved in direct sales as a stylist for Farmasi, focusing on skincare, makeup, and hair care products. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, offering services that include portfolio management, financial planning, and ESG research.

Nicholas Fahrendorff is a CFP® professional with three years of experience at Pine Grove Financial Group. His prior work includes roles at Solutran, Domino's Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team managing approximately $1.5 billion across about 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering discretionary asset management, financial planning, and fiduciary services.

Nicholas Johnson is a CFP® with 14 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2018. His prior roles include positions at Northwestern Mutual Wealth Management Company and FFP Wealth Management. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, offering comprehensive portfolio management and financial planning with strategies including individual securities, mutual funds, ETFs, options, and select private investments.

Jesse Sills is a CFP® and Series 65-licensed financial advisor with MD Financial Advisors / Vestment Financial, bringing two years of industry experience. He has been affiliated with the firm since 2022 and has prior work experience at the University of Minnesota Duluth. MD Financial Advisors serves individual clients across wealth levels as well as trusts, estates, retirement plans, foundations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes a long-term investment approach based on market efficiency, using low-cost mutual funds and ETFs with asset allocation tailored to client objectives and tax considerations.

James Leggott is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Corestone Wealth Management, 20/20 Financial, and Premier Financial. Leggott is licensed to sell insurance in addition to his advisory role. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and technical analysis, emphasizing long-term trading and regular monitoring while providing services without account minimums.

Jason Johnson is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Pine Grove Financial Group, where he has worked since 2020. His prior roles include positions at AdvisorNet Wealth Management, Kadence Wealth, Cetera Advisor Networks, and AIG Capital Services. Outside of his advisory work, he is also an insurance agent focusing on life, annuities, and long-term care products. Pine Grove Financial Group serves individuals, including high-net-worth clients, as well as retirement plan sponsors and participants, managing approximately $1.5 billion across about 1,400 client relationships. The firm offers discretionary asset management, written financial planning, and fiduciary consulting and management services, with an investment approach emphasizing value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Matthew Fossen is a financial advisor at Colliers Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Colliers Securities since 2005. 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 through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.