Aaron De Cock is a financial advisor with Christensen Group Financial, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. He has worked at Christensen Group Financial since 2022 and previously held positions at Kestra Investment Services LLC and DoorDash. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios and multiple investment strategies, including modern portfolio construction and trend-following, and is notable for the scale of its retirement plan practice relative to its discretionary assets under management.

Timothy Gunderson is a CFP® with 25 years of industry experience. He is currently with Tradition Wealth Management LLC and previously worked at Concourse Financial Group Securities Inc for 21 years. Outside of his advisory role, he owns and operates TWM Sports Management, which manages client assets unrelated to investment advisory services. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios and third-party managers, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Maxwell Carlos is a financial advisor at Laurel Wealth Planning in Edina, MN, holding a Series 65 designation with four years of industry experience. He previously worked at FFP Wealth Management, LLC, and Wells Fargo. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with wealth management, portfolio management, and financial planning services. The firm employs a multi-advisor team approach, utilizing fundamental and technical analysis alongside quantitative modeling and an Investment Committee to tailor investment programs and oversee approximately $395–396 million in client assets.

Timothy Merrill is an advisor at Star Capital Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also operates a sole proprietorship providing life and health insurance solutions. Star Capital offers discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm utilizes a disciplined investment process that combines fundamental analysis, quantitative screening, and macroeconomic perspectives to build portfolios across various strategies, including a specialized AI-thematic SMA.

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Richard Stoeckel III is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of his advisory work, he operates an online collectible retail business focused on older video games. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm primarily manages discretionary portfolios customized to client risk tolerance and goals, using a blend of technical, tactical, and fundamental analysis.

John Devereaux is a financial advisor at Oakwood Capital, Inc. in Edina, MN, with 22 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014, including prior roles at Oakwood Capital Securities, Inc. Devereaux also works as a sales representative for life, fixed annuity, and long-term care insurance. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to wrap-fee programs, typically managing portfolios on a non-discretionary basis while providing discretionary and third-party manager options.

James Matejcek is a CFP® with 29 years of industry experience. He is affiliated with Everest Financial Group and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. He is also the owner of Matejcek Financial Corporation. Outside of his advisory roles, he serves on the board of the Plymouth Civic League, which promotes community engagement in Plymouth, MN. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using various analytical techniques and model asset allocation programs, managing over 2,600 clients with a team of 12 advisors.

Michael Brocker is a financial advisor with Legacy Wealth in Woodbury, MN, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been associated with Legacy Wealth and its related entities since 2009. Brocker serves on the boards of Bethel University, Hope Academy, and New Life Academy, contributing strategic advice and fundraising efforts in non-investment roles. Legacy Wealth is a team firm managing approximately $546 million in assets across 493 client relationships, serving individuals, trusts, pension plans, and business entities. The firm provides comprehensive financial planning, retirement consulting, and discretionary portfolio management using a multi-method investment approach, including Biblically Responsible Investing screening.

Zackary Trevis is a CFP® professional with two years of industry experience, currently affiliated with Bond & Devick Wealth Partners in Saint Louis Park, MN. His work history includes roles at McNellis & Asato, Red Wing Shoes, Prestige Pools, and Hastings High School. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm employs a goals-based, fiduciary approach that incorporates fundamental, quantitative, and cyclical analysis, offering services such as portfolio management, financial planning, and consulting.

Kimberly Andrews is a CFP® professional with five years of industry experience, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. She has worked at Birchwood Financial Partners since 2013, with a one-year tenure at Boulay Financial Advisors, LLC from 2020 to 2021. Birchwood Financial Partners provides personalized financial planning and investment management mainly to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and employs a variety of instruments including traditional equities, fixed income, long/short mutual funds, inverse and enhanced ETFs, futures, and options.

Anthony Parr is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, Parr owns FA Academy, a firm focused on content creation and training for financial advisors, and serves as an advisory board member for Horizon Agency. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients and emphasizes a customized financial plan that guides portfolio construction with a primarily long-term investment approach supplemented by shorter-term trading when appropriate.

David Nye is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, high-net-worth clients, 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 third-party sub-advisers, utilizing client profiling and third-party tools to guide program selection and management.

Gregg Sainsbury is a CFP® professional with 27 years of industry experience, currently serving at Boyum Wealth Architects LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Thrivent. He is also a director of capital at Laughlin Ranch Capital, a private equity firm, where he manages communications with vendors, banks, and investors. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a combination of technical and tactical allocation strategies with fundamental and cyclical analysis, customizing portfolios to client goals and risk tolerance.

Kyle Berg is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Private Client Services, LLC since 2017 and previously worked at Cetera Advisor Networks. Outside of his advisory role, Berg volunteers with the Rutherford PTA and coaches boys youth lacrosse in Stillwater, MN. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a range of platforms and manages over $1 billion across more than 3,200 client accounts.

Wendy Waalen is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Oakwood Capital since 2011 and Oakwood Capital Securities since 2009. Outside of her advisory role, she is involved part-time with Valan Products and conducts recreational eBay sales. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options utilizing in-house and third-party model portfolios.