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 at The Life Group Financial Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allianz Life Financial Services and American Equity Investment Life Insurance Company. Outside of his advisory work, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Department and Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, and business owners. The firm employs a core-and-satellite investment approach and manages client accounts primarily on a discretionary basis, serving a higher-than-average client load per advisor through scalable delivery channels and educational services.

Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014. Outside of his advisory role, Dixon teaches financial literacy to young people through Bestprep and serves on the board of the nonprofit Hamel Athletic Club, where he is treasurer and league information officer. He also teaches courses for Kaplan Professional Education aimed at individuals preparing for the CFP exam. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Eric Schierhorn is a CFP® professional with four years of industry experience. He has been with Abbey Street since 2019, including his current role starting in 2022, and previously worked at Anglet Hormadi. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, private wealth planning, portfolio management, and fiduciary oversight. The firm employs an independent, fiduciary-oriented investment process combining quantitative and qualitative analysis to support discretionary mandates and committee decision-making.

Jesse Kuusisto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Laurel Wealth Planning in Edina, MN. He has been with Laurel Wealth Planning since 2017 and previously worked at Augsburg College from 2013 to 2017. Laurel Wealth Planning is a fee-only advisory firm that serves individuals and various institutional clients, managing approximately $453.6 million across a six-advisor team. The firm employs a combination of fundamental and technical analysis to create individualized investment policies and utilizes a range of investment strategies, including equities, bonds, mutual funds, ETFs, and derivatives.

Jane Truckenbrod is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Capital Management Associates Inc and its affiliated broker-dealer since 2016 and spent nearly three decades at First Advisors prior to that. Capital Management Associates, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing investment supervisory services, portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis alongside asset allocation, offering both discretionary and non-discretionary management across a broad range of securities.

Mark Walsingham is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Tradition Wealth Management since 2017 and previously at Concourse Financial Group Securities Inc. and Gradient Securities, LLC. 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 multi-strategy investment approach, including model portfolios, ETFs, and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tristan Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding a Series 65 designation. He has been with Tradition Wealth Management since 2025 and has prior experience at the City of Bryan and US Solar. 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 provides asset management, financial planning, and consulting services, typically using model portfolios with various investment vehicles and offering access to alternative strategies and IPO participation.

Ryan Scott is a Series 65-licensed financial advisor with Abbey Street, where he has worked since 2025. He has experience outside the financial industry at The Refuge Golf Club and in education with the Andover School District. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing consulting, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis.

Harrison Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Outside of his advisory role, he is a co-owner and co-operator of Tortoise Properties, LLC. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a diverse client base, including individuals, high‑net‑worth clients, trusts, and institutional accounts. The firm emphasizes valuation metrics and macroeconomic factors in its investment process and manages over $1 billion in assets with a small team.

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

Daniel Colvin is an investment adviser representative at Fiat Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foundations Investment Advisors LLC, Mutual of Omaha, OneAmerica Securities, and served five years in the United States Army. In addition to his advisory role, he is involved with Fiat Insurance Services as an insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis, frequently using third-party model portfolios and tax-sensitive tools in its investment approach.

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 experience in financial advising. She has been with Nicollet Investment Management, Inc. since 2021 and previously worked at HomeMaker for 11 years. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for around 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services, delivering customized portfolios through various equity and fixed-income strategies while incorporating client education and outreach.

Crescent Hoffman is a financial advisor at BlueStem Wealth Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2023. Hoffman serves on the Board of Directors for the Central MN Sexual Assault Center and is a licensed paraplanner with LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios and offers a combination of direct advisory services and external manager recommendations.

Phillip Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Minneapolis Portfolio Management Group specializes in discretionary portfolio management using an All-Cap Value equity strategy for individuals, high-net-worth clients, trusts, estates, retirement plans, pension and profit-sharing plans, government entities, insurance companies, and institutional clients. The firm emphasizes valuation metrics, balance-sheet strength, growth prospects, and macroeconomic analysis in its investment process and manages over $1 billion in assets with a small team.

Nikolas Wogstad is a financial advisor with Everest Financial Group in Minneapolis, MN, holding a Series 63 designation and having 32 years of industry experience. He has worked at Everest Financial Group since 2005 and also has previous experience with Securities America and Focus Financial. In addition to his advisory role, Wogstad serves as CFO of Everest Financial Group, overseeing corporate financial obligations. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high-net-worth individuals. The firm employs a mix of analytical approaches and typically manages client portfolios on a discretionary basis within a broader wealth-management framework.

Matthew Serrano is a CFP® with seven years of industry experience, currently serving as an advisor with Capital Management Associates Inc in Minneapolis, MN. His prior experience includes roles at RBC Capital Markets, LLC and Merrill. Outside of advising, he volunteers as a financial coach for young adults and recent widows. Capital Management Associates, Inc. provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a blend of fundamental, technical, and cyclical analysis in managing portfolios, offering discretionary and non-discretionary management alongside a manager-of-managers program.

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.