Danielle Cain is a CFP® with 19 years of industry experience. She is currently with 360 Financial in Wayzata, MN, where she has been part of the team since 2022. Her prior experience includes roles at Commonwealth Financial Network and Fleming Investment Group. Cain is also a licensed notary in Minnesota. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolios with ongoing supervision and integrates educational webinars and workshops into its client services.

Thomas Dotzenrod is a financial advisor at Contego Capital Group, Inc. with 39 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Contego Capital Group in 2026, he worked for Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 years. Outside of advisory services, he owns a tax preparation business. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm provides discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Marc Usem is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and is also involved with Affiance Financial, LLC as an advisory representative. Outside of his advisory roles, he serves on the investment committee of the Minneapolis Jewish Federation and is affiliated with Beth El Synagogue. 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 network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Tai Hwee Diong is an investment advisor with Everest Financial Group in Bloomington, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at Everest Financial Group since 2005 and has prior experience with Securities America, Inc. and Yangtze / Great Wall. Outside of advising, he assists in managing a family restaurant and operates a management consulting firm focused on strategies and insurance matters. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management and financial planning using a variety of analytical techniques and model asset allocation programs, maintaining a relatively high client-to-advisor ratio supported by scalable processes.

Michelle White is a financial advisor at Capital Management Associates Inc with nine years of industry experience. She holds the Series 66 designation and has worked at firms including First Advisors and GS Capital Management, LLC. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment approaches, including fundamental and technical analysis, options strategies, and a manager-of-managers managed accounts program.

Walter Narcum is a financial advisor at Feltl Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he serves as treasurer for the Viking Square II Homeowners Association and provides seasonal part-time assistance during tax season at a family-owned accounting business. Feltl Advisors provides investment advisory services primarily to individual investors and various entities, managing approximately $132 million in client assets. The firm offers non-discretionary advice through wrap-fee programs and maintains affiliations with a broker-dealer, allowing its advisors to recommend a range of investment options based on client objectives.

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.

Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.

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.

Aaron De Cock is a financial advisor at Christensen Group Financial, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Kestra Investment Services LLC as well as DoorDash. De Cock also has experience in retirement plan consulting through Christensen Group, Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach incorporating model portfolios, modern portfolio construction, and momentum strategies, and is notable for its large retirement plan advisory practice relative to its discretionary assets under management.

Timothy Gunderson is a CFP® with 25 years of industry experience. He is currently with Tradition Wealth Management LLC and previously worked at Concourse Financial Group Securities Inc for 21 years. Outside of his advisory role, he owns and operates TWM Sports Management, which manages client assets unrelated to investment advisory services. 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 including model portfolios and third-party managers, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Maxwell Carlos is a financial advisor at Laurel Wealth Planning in Edina, MN, holding a Series 65 designation with four years of industry experience. He previously worked at FFP Wealth Management, LLC, and Wells Fargo. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with wealth management, portfolio management, and financial planning services. The firm employs a multi-advisor team approach, utilizing fundamental and technical analysis alongside quantitative modeling and an Investment Committee to tailor investment programs and oversee approximately $395–396 million in client assets.

Timothy Merrill is an advisor at Star Capital Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also operates a sole proprietorship providing life and health insurance solutions. Star Capital offers discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm utilizes a disciplined investment process that combines fundamental analysis, quantitative screening, and macroeconomic perspectives to build portfolios across various strategies, including a specialized AI-thematic SMA.

Daniel Mahoney is a Certified Financial Planner® with 41 years of industry experience. He has been with 360 Financial since 2009 and also works with LPL Financial since 2013. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolio construction with continuous supervision and integrates educational webinars and workshops into its client services.

John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

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.

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.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked previously at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Kirchner has been with his current firm since 2018. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, tax strategies, and low-cost mutual funds and ETFs.

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.