Jeffrey Ohe is a CFP®-certified financial advisor at Cahill Financial Advisors, Inc. in Edina, MN, with 30 years of industry experience. He has been with Cahill Financial Advisors since 2011. Outside of his advisory role, he is a member-owner of Cahill Real Estate Holdings, LLC, an entity established to purchase and manage an office building for the firm. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise into its advisory platform.

Kong Lee is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at Ascension Wealth Stewardship LLC, VPMW Advisors, LLC, and LPL Financial, LLC, as well as operating as a sole proprietor since 2005. He is also an independent insurance agent. 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, leveraging LPL Financial’s platform and programs.

Jose Cabrera is a financial advisor at Dougherty Wealth Advisers LLC with four years of industry experience. He holds a Series 65 designation and has worked at Dougherty Wealth Advisers since 2018. Prior to that, he was employed by 3M and also spent time at St. John’s University. Outside of his advisory role, he serves as Finance Director for The Cause International, LLC, a clothing company focused on team uniforms and streetwear. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts, estates, charitable organizations, and high net worth clients. The firm uses asset allocation models informed by market data and client objectives to construct portfolios typically using mutual funds and ETFs, along with other investment vehicles, while offering ongoing monitoring and comprehensive financial planning services.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.

Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

Michelle Damon is a CFP® professional with 40 years of industry experience, currently serving at Cahill Financial Advisors, Inc. since 2018. She previously worked for 11 years at Feltl and Company. Damon is also a director and general board member of Camp Amnicon, a nonprofit wilderness camp for families and youth. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting services to individuals, trusts, businesses, foundations, and charitable organizations. The firm develops investment policies based on client objectives and risk tolerance, implementing portfolios across a range of asset classes including mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with seven years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining Boyum Wealth Architects in 2025, he worked for Principal Securities and Principal Life Insurance from 2017 to 2025, and also spent two years with the Florida Department of Corrections. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis tailored to each client’s risk tolerance, time horizon, and goals.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

Linnea Akesson is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Carlson Funds Enterprise and the Carlson School of Management. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management alongside Wealth Advisory services tailored to client objectives.

William Grant IV is a CFP® with eight years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Kovitz Investment Group Partners, BCU Wealth Advisors, and Baxter Credit Union. Outside of his advisory work, he hosts a podcast called The First 100. 360 Financial is a mid-sized advisory firm managing approximately $770 million in assets for about 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm provides discretionary portfolio management and financial planning with a personalized approach, regularly offering educational webinars and workshops.

Thomas Whitnah is a financial advisor with 48 years of industry experience, currently practicing at 360 Financial in Wayzata, MN. He holds a Series 63 designation and has worked at LPL Financial and Morgan Stanley in prior roles. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm provides discretionary portfolio management, financial planning, and consulting services, emphasizing personalized account supervision with tailored portfolios and regular reviews.

Jack Schwartz is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current roles, he held positions at firms including LPL Financial and Ecolab. Summit Investment Advisory Services provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical approaches and offering both discretionary and non-discretionary account management. The firm operates a hybrid model where advisors may receive commission-based compensation while managing a large client base.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior experience includes four years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He serves as a board member of the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program, emphasizing diversification, asset allocation, risk management, and primarily long-term investment strategies.

John Hanten is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently a financial advisor at Marks Group Wealth Management, Inc., where he has worked since 2019, following prior roles at Independent Financial Group, Morgan Stanley, JLL Inc, Bank of America, Merrill, Hirshfield's, and Creighton University. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through actively managed strategies that combine fundamental and technical analysis, implementing them directly and with independent managers under formal oversight arrangements.

Luke Swirtz is a financial advisor with The Life Group Financial Services in Minneapolis, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining The Life Group Financial Services, he worked at AEL Financial Services, LLC, American Equity Investment Life Insurance Company, Allianz Life Financial Services LLC, and Allianz Life Insurance Company of North America. Outside of financial services, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm employs a core-and-satellite investment approach and offers services including portfolio management, retirement plan consulting, and estate planning.

Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014 and spent one year at AdvisorNet Wealth Partners prior to that. In addition to his advisory work, he teaches financial literacy to young people through Bestprep and serves on the board of directors for the nonprofit Hamel Athletic Club as treasurer and league information officer. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, with additional services for high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and offers both discretionary and non-discretionary portfolio management.