Gregg Huberty is a CFP® with 13 years of industry experience, currently serving as an advisor at Bearing Point Capital. Prior to joining Bearing Point Capital, he worked at Morgan Stanley in various roles from 2015 to 2024. He also serves as a trustee and co-trustee for a trust in Prior Lake, Minnesota. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a client-specific approach that considers financial condition, risk profile, tax factors, and goals, using fundamental and technical analysis to build customized portfolios across a diverse range of securities and investment vehicles.

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining DSG Capital Advisors in 2024, he worked at Hightower Advisors for one year and has been employed as a Flight Officer with United Airlines since 2007, allocating about 10% of his monthly time to that role. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses by providing investment management, financial planning, family office coordination, and retirement plan advisory services. The firm combines quantitative and qualitative analysis with macroeconomic inputs to construct primarily long-term portfolios consisting of individual stocks, bonds, ETFs, and third-party managers as appropriate.

Edgar Villegas is a financial advisor at Stiles Financial Services, Inc. in Edina, MN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial and Secured Retirement Advisors, LLC. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio management program, emphasizing diversification, asset allocation, risk management, and long-term investment strategies.

Mindy Reid is a CFP® professional with 27 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she worked for 18 years at Ameriprise Financial Services, Inc. She is also a reserve teacher and career search part-time teacher for Wayzata Public Schools and serves as a trustee on the board of Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, and institutional plan sponsors. The firm emphasizes a customized financial planning process and employs a long-term investment approach using a diverse range of financial instruments.

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 29 years of industry experience. He holds a Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC for eight years. Outside of his advisory role, he serves as co-trustee and investment advisor for multiple family trusts and is a managing partner of an investment-related family limited liability company. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses by providing investment management, financial planning, family office coordination, and retirement plan advisory services. The firm employs a long-term investment approach combining quantitative and qualitative analysis, constructing portfolios of individual securities and ETFs while incorporating third-party managers when appropriate.

Dominick Calvin is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he was a full-time student for eleven years. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering ongoing monitoring and written financial planning as part of its advisory services.

Gregory Trebil is a CFP® professional with 17 years of industry experience, currently serving as Director of Financial Planning and Investments at Tradition Wealth Management LLC. His prior experience includes roles at Morgan Stanley and Concourse Financial Group Securities Inc. Tradition Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, employer-sponsored plans, and charitable organizations. The firm offers a range of investment solutions including model portfolios, third-party manager programs, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.

Betty Albitz is a financial advisor at Contego Capital Group, Inc. with 41 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Contego Capital Group in 2026, she worked at LPL Financial and National Planning Corporation, and has operated her own business since 1998. She is also president and owner of BJAlbitz Tax Services, a tax preparation and accounting firm. Contego Capital Group is a SEC-registered investment adviser serving 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, focusing on asset allocation and security selection using multiple analytical approaches.

David Paradise is a financial advisor at Nepsis, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC and BMO Harris Financial Advisors, Inc. He is also a notary in Richfield, MN. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm offers a wrap-fee investment management program and delivers research and educational products to other financial advisors.

Jay Jackley is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill Lynch since 1996 before joining Compass Capital Management in 2009. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a research-driven investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Jon Hogan is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, holding a Series 65 credential with three years of industry experience. His prior roles include positions at U.S. Bancorp and Ally Financial. Outside of his advisory work, he is a partner and president of Hogan Enterprises LLC, a personal investment club focused on investing in publicly traded securities. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, and other entities, managing approximately $643 million in client assets. The firm employs a range of investment strategies including equities, ETFs, mutual funds, and derivatives, with daily portfolio monitoring and quarterly formal reviews.

Matthew Wicklund is a financial advisor at Contego Capital Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Contego Capital Group since 2018. Additionally, he is an insurance agent with Contego Capital Benefits, a role he has held since 2008. 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, managing portfolios using fundamental, technical, and cyclical analysis.

Patrick Smith is a financial advisor at Bearing Point Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Outside of his advisory role, he is involved in a musical group called Surreal McCoys, which recently produced a CD generating royalties. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive client assessment and primarily fundamental analysis to construct customized portfolios, offering a broad range of securities and alternative investments.

Gregory Paine is a financial advisor with Capital Management Associates Inc in Faribault, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and 1st United Bank. Outside of his advisory work, he is a partner in a family-owned rental property business. 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 range of strategies including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading approaches.

Jennifer Cords is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Cedar Cove Wealth Partners in Bloomington, MN, where she has worked since 2025. Her prior experience includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to her advisory work, she is a licensed insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, offering discretionary investment management and financial planning. The firm employs a mix of active and passive strategies, tactical asset allocation, and alternative investments, and provides coordinated estate planning services through partnerships.

Scott Foreman is a financial advisor at Capital Management Associates, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Capital Management Securities, Ronin Advisory, and First Advisors. Foreman is also the secretary of the Hispanic Republican Assembly of Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a blend of fundamental, technical, and cyclical analysis across various securities and offers both discretionary and non-discretionary portfolio management alongside financial planning and a manager-of-managers program.

Jann Mauri is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with 11 years of industry experience. Mauri has been with Stevens Foster since 2013. Mauri maintains a Minnesota insurance license for service purposes but does not receive commissions. Stevens Foster Financial Advisors serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm combines investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation, and employs a tax-aware, risk-focused approach supported by in-house tax professionals.

Anders Haugen is a financial advisor at Lifelong Wealth Advisors, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Haugen previously worked at AdvisorNet Wealth Partners and Cetera Advisor Networks. He serves on the finance committee of the Center for Victims of Torture, where he is involved in risk assumption monitoring, investment review, and budget planning. Lifelong Wealth Advisors provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, and profit-sharing plans. The firm employs a consultative, team-based approach to tailor asset allocation and portfolio construction according to each client’s risk tolerance, time horizon, and liquidity needs.