Carl Lymangood is a financial advisor at Petros Family Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Lymangood also served in the Minnesota Army National Guard for nine years. Outside of his advisory role, he owns a container storage leasing business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach and manages approximately $274 million in assets, offering risk-adjusted, tax-aware portfolios through both active and passive strategies, and maintains an affiliated accounting practice to facilitate integrated advisory and tax services.

Sharon Bloodworth is a CFP®-certified financial advisor with nine years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has been with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors serves individual and high-net-worth clients, as well as pension, profit-sharing, and charitable organizations, providing family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based strategies, actively monitors client accounts, and maintains distinctive organizational relationships including proprietary pooled funds and a referral path to a federally chartered trust company.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 11 years of industry experience. He also operates Stier Law Offices, where he serves as attorney and president, advising clients on estate planning and other legal matters. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach using fundamental and technical analysis across various asset classes and integrates legal and accounting professionals within its service model.

Rachel Infante is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. 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.

Kathleen Nelson is a CFP® and PFS™ with 8 years of industry experience. She has been with SilverOak Wealth Management LLC since 2015. She is also a partner of an inactive accounting firm, Moquist Thorvilson & Kaufmann. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-related services, emphasizing individualized investment policy development and ongoing portfolio supervision.

Allen Le May is a financial advisor at Strong Tower Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining Strong Tower Wealth, he held roles at Gratus Funds, ServiceNow, Oracle, Butterfly Network, and Workday. Strong Tower Advisory Services manages approximately $759 million in client assets and serves individuals, high-net-worth clients, small businesses, trusts, estates, and retirement plan sponsors. The firm employs a total-return investment approach that combines capital appreciation, dividend income, and risk management through customized and model portfolios, tactical rebalancing, and hedging strategies utilizing ETFs, mutual funds, stocks, bonds, and options.

Ryan Fossey is a financial advisor with Secured Retirement Advisors, LLC and holds Series 66, Series 63, and Series 65 licenses. He has 12 years of industry experience, including roles at Thrivent Investment Management, Fossey Capital Management, L.L.C., and FHI Group, where he served as General Manager and Portfolio Manager. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a combination of fundamental and technical analysis, option writing, and direct-indexing strategies, and incorporates AI tools in its investment process.

Annasia Ford Mc Collum is a financial advisor at Bernicke Wealth Management with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Northwestern Mutual, and Mapei Corporation. Outside of her advisory role, she is a commissioned Notary Public in the state of Minnesota. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach, supplemented by an AI-driven quantitative model, and serves a diverse range of institutional and individual clients.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions Inc. Nelson also owns and operates several related businesses, including an insurance agency and tax preparation services. Star Capital Inc. is a five-advisor team providing investment management and consulting to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm combines fundamental analysis, quantitative screening, and macroeconomic assessment in a process-driven approach, offering model portfolios and the actively managed Lyra Adaptive AI Strategy focused on clients with above-average risk tolerance.

Dominique Villaume is a financial advisor at Contego Capital Group, Inc. with 23 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Secured Retirement Advisors, The Ordway for Performing Arts, and Ameriprise Financial Services. Outside of her advisory role, she is involved with Cavalier Tax Support, LLC, a tax preparation and accounting business. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

Alan Carlson is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and is also an insurance agent for Alliance America, offering annuities, life insurance, and senior health products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, employing a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request.

Kyle Thomas is a CFP® professional with seven years of experience in the financial industry. He is currently with Guardian Wealth Strategies, LLC, where he has worked since 2024. Prior to that, he held various roles at RBC Capital Markets, LLC from 2016 to 2024. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm offers comprehensive and scaled investment programs, employing a process that combines fundamental and technical analysis, client-specific investment policy statements, and discretionary trading authority.

Daniel Boeckermann is a financial advisor at BGM Wealth Management with 28 years of industry experience and holds a Series 65 designation. His work history includes roles at EntreBank, Venture Bank, and a long-standing association with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. He is involved in leadership positions with Cornerstone Private Asset Trust Company as well as the accounting firm Boeckermann, Grafstrom, Mayer. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by professionals with CFP and CPA/PFS credentials, and benefits from formal affiliations that provide direct access to trust administration and tax coordination.

Samuel Johnson is a CFP® and ChFC® with five years of experience in financial advisory. He has worked at Boyum Wealth Architects LLC since 2023 and previously was with Paradigm, Strategies in Wealth Management, LLC from 2017 to 2023. His background also includes roles at Village Bank and the University of Minnesota. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Eric Mccarver is a CFP® with 29 years of industry experience, currently serving at Normandy Investment Advisors since 2025. Prior to joining Normandy, he was affiliated with CommonWealth Financial Network for 27 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity involved in securities and insurance business. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across various asset classes and incorporating derivatives in separately managed accounts.

Alexander Dunne is a CFP® professional with seven years of experience in the financial advisory industry. He has been with SilverOak Wealth Management LLC since 2015. The firm is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. SilverOak offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, financial education workshops, and implementation support, emphasizing individualized investment policies and ongoing portfolio supervision.

Kevin Distad is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Nepsis since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. 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 with a long-only core, complemented by strategic and tactical asset allocation, and commonly uses third-party managers and model providers in its portfolio implementation.

Robert Lawson is a CFP®-certified financial advisor with 17 years of industry experience, currently with Palisade Asset Management, LLC in Minneapolis, MN. His prior roles include positions at Sns Financial Group, Llc (D/B/A Vector Wealth Management) and Vector Wealth Management, Llc. Outside of his advisory work, Lawson is a musician, performing guitar and vocals in two rock bands, POPBANG! and THE SOUL TRUSTEES. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment vehicles and third-party managers.