Paul Kronlokken is a financial advisor with Palisade Asset Management, LLC in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has been with Palisade since 2009. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client needs.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Daniel Dugan is a financial advisor at Financial Perspectives with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, alongside his long tenure at Financial Perspectives starting in 2005. Outside of his advisory role, he is a 33% owner of FP Tax & Accounting, LLC, an affiliated tax preparation and accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers tailored portfolio management incorporating third-party managers and technology platforms, alongside an affiliated accounting practice that provides tax services separate from advisory agreements.

Kelly Sullivan Noah is a CFP® professional with 12 years of experience in financial advising. She has worked at Cordis Financial, LLC since 2025 and previously spent 19 years at Thomas L. Sullivan. She is based in Minneapolis, MN. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across around 284 client relationships.

Joshua Legband is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at AdvisorNet Wealth Management and Great Waters Wealth Management. Outside of his advisory role, he serves as board president of Hand in Hand Christian Montessori Academy, a private education institution. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management with financial planning and consulting, using a combination of fundamental and technical analysis across multiple asset classes.

Jesse Karich is a financial advisor at Salus Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CorePath Insurance Services, CorePath Wealth Partners, North Star Consultants, CRI Securities, and Securian Financial Services. Salus Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm emphasizes customized, fiduciary-driven portfolio construction with a long-term investment orientation and utilizes a range of investment strategies including ETFs, individual equities, fixed income, options, structured products, and alternative investments.

Matthew Johnson is a financial advisor at Financial Perspectives with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments since 2013 while also serving at Financial Perspectives since 2011. Outside of his advisory roles, he is involved as a fundraiser and treasurer for RHS Back Court Club, where he reviews financials and manages budgeting. Financial Perspectives provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in regulatory assets through a multi-team model, offering tailored portfolio solutions with both discretionary and non-discretionary management.

Wendy Peichel is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. She currently serves as a senior wealth planner at Strong Tower Advisory Services and Strong Tower Wealth Management in Minneapolis, MN. Her prior experience includes roles at DFPG Investments, Cetera Advisor Networks, and HD Vest Investment Services. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options to implement customized or model-based investment strategies with ongoing monitoring and risk management.

Kristin Baker is a CFP® professional with three years of industry experience. She currently works at Cordis Financial, LLC, having previously held roles at Pine Grove Financial Group, White Oaks Wealth Advisors, and Wells Fargo Bank. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The firm manages approximately $318 million across roughly 284 client relationships, using customized portfolios based on mutual funds, ETFs, and third-party model portfolios.

Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. 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 with a range of investment options and coordinates with tax and estate specialists as part of its client service.

Scott Marquardt is a CFP® professional with 21 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Marquardt is a board member of the Kiwanis Club of Litchfield. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a combination of discretionary management, external manager oversight, and insurance products through a platform partner.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 12 years of industry experience. She holds a Series 66 designation and has worked at Parr McKnight Wealth Management Group since 2024, following prior roles at Wells Fargo Advisors Financial Network and PLT Inc. She also spent several years as a stay-at-home mom. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management primarily for high-net-worth individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trading strategies.

Marrissa Svenningsen is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Financial Perspectives since 1999 and has also been affiliated with Purshe Kaplan Sterling Investments since 2013. Outside of advising, she is involved with an affiliated tax preparation and accounting practice through FP Tax & Accounting, LLC. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing roughly $1 billion in assets through a multi-team advisory model. The firm offers customized portfolio management using both discretionary and non-discretionary approaches, incorporating third-party managers and various custodial and technology platforms, alongside an affiliated accounting service.

William Dove Jr. is a CFA® charterholder and holds a Series 66 license, with one year of experience at 1834 Investment Advisors Co. He has previously worked at Old National Bank, PNC Bank, Waycrosse Inc., and Wells Fargo, accumulating extensive industry experience since 2004. 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 asset allocation and customized portfolio strategies, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Kevin Max is a financial advisor at BlueStem Wealth Partners, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He serves as president of the Delano Senior Center Advisory Council and is also an advisor at LM Partners, LLC. 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 employs fundamental analysis to build long-term portfolios and offers a range of services including comprehensive financial plans, portfolio management, and assistance with external money managers.

Duncan Pederson is a financial advisor at Fiat Wealth Management with a Series 65 credential and seven years of industry experience. He previously worked at SilverOak Wealth Management and has held positions at several other firms since 2015. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning and analysis.

Peter Orth is a financial advisor at Ascent Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Ascent Advisors, he worked at Corestone Wealth Management and Ausdal Financial Partners. Orth also serves as treasurer and vice president of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting primarily for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm integrates modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and provides clients with tailored investment policy statements.