Matthew Farris is a financial advisor at Bond & Devick Wealth Partners in Saint Louis Park, MN, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Exchange Capital Management, Mindful Asset Planning, Black Rock Inc, and Sidley Austin LLP. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a mix of fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research.

Luke De Benedetto is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with BlueStem Wealth Partners, LLC, where he has worked since 2023. Prior to that, he spent six years at Ameriprise Financial Services Inc. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as advisory services to institutional plan sponsors. The firm emphasizes customized financial planning and fundamental analysis with a long-term orientation, managing over $1.1 billion across an 18-advisor team.

Jordan Elling is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marquette Wealth Management. He previously worked for eight years at CliftonLarsonAllen Wealth Advisors, LLC before joining Marquette in 2023. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, alongside consulting and fiduciary services for employee benefit plans. The firm employs a disciplined, research-driven investment process focused on global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact advisory team.

Kari Haanstad is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Modus Advisors, LLC since 2018. Prior to joining Modus Advisors, Haanstad was associated with LPL Financial, LLC starting in 2017. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment strategies, including the use of derivatives and margin within separately managed accounts.

Mark Gierach is a financial advisor at Stiles Financial Services, Inc. in Edina, MN. He holds a Series 65 designation and has six years of industry experience, including six years at Bremer Bank and four years with Stiles Financial Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio program, emphasizing diversification, asset allocation, risk management, and generally long-term buy-and-hold investment strategies.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Christopher Vernier is a financial advisor with Marquette Wealth Management in Minnetonka, MN, where he has worked for 10 years. He holds 12 years of industry experience. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, as well as consulting and fiduciary services for employee benefit plans. The firm’s investment process emphasizes global asset allocation, diversification, and factor-aware active strategies in less efficient markets, managing over $1.06 billion in discretionary assets with a small advisory team.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Kayla Berceau is a CFP® professional with one year of experience at Birchwood Financial Partners, Inc. She has previously worked in care and support roles at Lyngblomsten Care Center and Alternatives for People with Autism. 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 applies Modern Portfolio Theory in its investment approach, emphasizing asset allocation and manager selection tailored to client risk profiles.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.

Eric Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. He is also involved with Tradition Wealth Management Insurance Agency LLC as an insurance sales agent. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a range of investment vehicles and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.

Cade Johnson is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Thrivent. 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 manages approximately $274 million in assets, employing a team-based approach that combines active and passive strategies with tax-aware asset allocations and offers services including discretionary portfolio management and supervision of held-away assets.

Alexander Braun is a CFA® charterholder with 11 years of industry experience. He has worked at Parametric Portfolio Advisors for nine years and held roles at Bleakley Financial Group and Financial Planning Navigators. He is currently with FPNavigators in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory alongside fundamental and technical analysis to tailor diversified portfolios and participates in wrap fee programs, offering multiple ERISA roles and business consulting services.

Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Luke Dugan is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Financial Perspectives since 2006 and also has roles at Purshe Kaplan Sterling Investments and FP Dugan LLC. Outside of advisory work, he is a 33% owner of FP Tax and Accounting, LLC, which provides tax preparation services. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers, managing approximately $1 billion in regulatory assets.

Brian Bohnsack is a financial advisor with 21 years of industry experience, currently with 360 Financial in Wayzata, MN. He holds a Series 66 designation and previously worked at Fleming Investment Group and CommonWealth Financial Network. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision and offers customized portfolios with a range of investment strategies, alongside educational webinars and workshops.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving at MD Financial Advisors / Vestment Financial since 2013. She holds Series 63 and Series 66 licenses and is a member of the executive committee for the Marsh Pointe Homeowners Association. Additionally, she serves as of counsel at a Minneapolis law firm, Messerli and Kramer, providing legal work for referred clients. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, and discretionary portfolio management services to individuals, trusts, estates, and institutional plan sponsors. The firm employs a long-term, asset-allocation driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.