Benjamin Fox is a financial advisor at Scarecrow Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Strategic Income Advisors and as an insurance agent. Fox is also Vice President of Scarecrow Trading Inc., where he provides trading signals to registered investment advisers and investment adviser representatives. Scarecrow Advisors is a small firm of four advisors managing approximately $74 million for individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, using proprietary models alongside third-party managers, and incorporates both strategic long-term allocations and tactical shifts, including advanced instruments such as leveraged funds and options.

Benjamin Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 31 years of industry experience. His career includes roles at New Era Financial Advisors, Inc., J.W. Cole Financial, Inc., and Concourse Financial Group Securities Inc. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations with approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, and specialized consulting services, implementing model portfolios and using a range of investment vehicles including ETFs, mutual funds, stocks, bonds, and third-party managed accounts.

Thomas Barten is a financial advisor with United Advisors America and holds a Series 66 designation. He has 14 years of industry experience, including eight years at U.S. Bancorp Investments and five years at both United Advisors America and Alliance America. He is also a licensed insurance agent offering life, fixed annuity, health, and long-term care insurance products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach, focusing on customized asset allocations with mutual funds, ETFs, and select exchange-traded products, including those investing in digital currencies.

Jon Spahn is a Series 65-licensed financial advisor with Kingstone Capital Partners Texas, LLC, where he has worked since 2022. He has one year of industry experience and previously held roles at Pathway Ventures LLC and North Dakota State University. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental, bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs within its risk-managed investment strategies.

Thomas Jensen is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with one year of industry experience. He holds a Series 65 designation and has previously worked at several firms including Petros Family Wealth and Investment Rarities, Inc. Outside of advising, he is involved with Wear Out the Net, an activity he has participated in since 2019. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, offering detailed recommendations and periodic reviews while leaving implementation decisions to clients.

Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a combination of charting, fundamental, and technical analysis to manage portfolios primarily consisting of mutual funds, ETFs, individual equities, and allocations to independent managers.

Maxwell Fox is a financial advisor at Scarecrow Advisors, LLC with one year of industry experience. He holds a Series 65 designation. In addition to his advisory role, he serves as a project manager for Scarecrow Trading, LLC, overseeing marketing and data sourcing efforts. Scarecrow Advisors is a small team managing approximately $74 million for around 247 clients, providing portfolio management and investment supervisory services to both individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, using proprietary models and third-party managers to implement strategies that include both long-term allocations and tactical shifts, as well as advanced trading techniques.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. 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 employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked within the Thrivent Advisor Network and its affiliated entities from 2018 to 2025. He is also an insurance agent providing insurance sales services to clients. Cedar Cove Wealth Partners offers discretionary investment management and financial planning to individual and institutional clients, utilizing a combination of active and passive strategies, tactical asset allocation, and alternative investments. The firm oversees approximately $455 million in assets across more than 2,000 accounts, managing most portfolios on a discretionary basis and integrating estate planning services with an emphasis on client communication and education.

Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been associated with LPL Financial since 2011. He maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and preparation, offering customized, tax-aware strategies overseen by an internal investment team and committee.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. Outside of his advisory work, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management serves individuals, families, and institutional clients, offering investment management, financial planning, and ERISA plan consulting. The firm manages growth equity strategies alongside customized fixed-income approaches, emphasizing fundamental analysis and participant education for retirement plans.

Carter Springer is a CFP® and holds a Series 66 license with five years of industry experience. He is affiliated with Tradition Wealth Management LLC in Edina, MN. His prior experience includes roles at Concourse Financial Group Securities Inc and Strapped LLC. 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 through model portfolios and a range of investment strategies including ETFs, mutual funds, and third-party managed accounts.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Walter Albitz is a financial advisor at Contego Capital Group, Inc. with a Series 66 credential and experience spanning roles at Allianz Life Insurance Company of North America, Purshe Kaplan Sterling Investments, and Integrated Wealth Advisors. He has also worked in entrepreneurial and insurance capacities and served as a youth soccer official. 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 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.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Anthony Gray is a financial advisor with Empirical Asset Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. Empirical Asset Management provides discretionary investment management to a diverse range of clients, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Felix Kopycinski is a financial advisor at Laurel Wealth Planning with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Northwestern Mutual and Intentional Enterprises, LLC, among other firms. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, and financial planning services. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and a committee-based approach to tailor investment programs and employs distinctive practices such as derivatives and option-writing strategies.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.