Joshua Englund is a financial advisor at Nepsis, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with Nepsis since 2015. Englund is also involved in insurance sales through Englund Enterprises, Inc., which he co-founded. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management primarily through a wrap-fee program and also markets research and educational products to other financial advisors.

Paul Wilson is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, with 13 years of industry experience. He holds a Series 66 designation and has been with the firm since 2014. Outside of his advisory role, Paul is involved with The National Lutheran Choir, where he occasionally leads the bass section in rehearsals and provides musical instruction. Schwarz Dygos Wheeler Investment Advisors LLC offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $643 million in client assets and employs a range of investment strategies including equities, ETFs, mutual funds, and derivatives, with a focus on tailored asset allocation and regular portfolio monitoring.

Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Daniel Jandro is a CFP® with 13 years of industry experience, currently advising at Q3 Advisors, LLC. His prior roles include positions at Advisornet Wealth Management, CETERA Advisor Networks LLC, and Lifelong Wealth Advisors. Outside of his advisory work, he volunteers as a financial coach for low-income families through Prepare and Prosper. Q3 Advisors provides tax-focused financial planning and consulting services using fixed, pre-determined fees. The firm emphasizes comprehensive planning recommendations without managing client investment portfolios or charging percentage-of-assets fees.

Matthew Merrick is a financial advisor at Strategic Wealth Group in Eden Prairie, MN, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. for 10 years. Outside of his advisory role, Merrick operates an insurance sales business as a sole proprietor. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a client strategy approach that includes fundamental and technical analysis, use of model management, and hiring sub-advisors, while integrating broker-dealer and insurance activities.

Michael Corrigan is a CFP® with 12 years of industry experience, currently serving at The Advocate Group, LLC since 2014. He holds the Series 66 designation and is also licensed as an insurance agent, engaging in the sale of various insurance products. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial planning centered on risk alignment, liquidity management, and equity-concentration strategies integrated into clients’ broader financial plans.

Robert Lewis is a financial advisor at Nepsis, Inc. in Minneapolis, MN, with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BMO Harris Financial Advisors, Inc. from 2012 to 2018. Lewis also receives residual insurance renewal commissions as an outside business activity. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.

Sean Mcdermott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Outside of his advisory role, he is an author of financial planning books and frequently speaks at workshops and conferences on Social Security topics. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm combines fundamental, technical, quantitative analysis, and modern portfolio theory in its investment approach, serving clients through proprietary managed accounts and LPL Financial–sponsored advisory programs.

Jason Dreger is a financial advisor at BlueStem Wealth Partners, LLC with 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he serves on the boards of Delano Area Dollars for Scholars and the Delano Senior Center and volunteers as a firefighter and first responder with the Delano Fire Department. 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 emphasizes fundamental analysis to build long-term portfolios and offers both discretionary and non-discretionary management, including access to external money managers when appropriate.

Joseph Mcrae is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VPWM Advisors LLC since 2014 and has worked with LPL Financial since 2008. Outside of his advisory role, he assists with financial reporting for his wife's advertising and marketing firm. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and a range of advisory programs.

Tad Weiss is a CFP® professional with 40 years of industry experience, currently serving at Modus Advisors, LLC since 2018 and previously associated with LPL Financial LLC for over 26 years. He is also an author working on a non-fiction book about his daughter's 2014 accident and recovery. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities, utilizing a multi-method analytical approach and offering discretionary asset management, comprehensive portfolio management, and retirement plan consulting. The firm manages approximately $514 million in assets with a four-advisor team and incorporates strategies such as derivatives and cryptocurrency within its investment programs.

Jacob Ferrin is a Series 65-licensed financial advisor at The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, with one year of industry experience. Before joining the firm, he worked at Hazeltine National Golf Club for four years and was a full-time student for over a decade. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm tailors advice and portfolios to clients’ objectives using asset-allocation frameworks and various trading techniques, with regular account reviews and third-party aggregation to manage held-away assets.

Jennifer Mccord is a CFA® charterholder with three years of industry experience and has been with Palisade Asset Management, LLC since 2016. She is based in Minneapolis, MN, and works within a six-advisor team at Palisade. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs with a combination of in-house strategies and third-party managers.

Nicholas Michel is an advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. He has been affiliated with the University of Minnesota since 2014. Strong Tower Advisory Services is a registered SEC investment adviser managing approximately $759 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, using a total-return investment approach that incorporates risk management, tactical rebalancing, and the use of derivatives.

Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Joseph Hankinson is a financial advisor at Tradition Wealth Management LLC in Edina, MN. He holds a Series 65 designation and began his advisory role in 2025. Prior to joining Tradition Wealth Management, he worked at Echo Global Logistics and Octagon and has experience from his academic background at the University of New Hampshire. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach, including model portfolios and third-party manager programs, and offers specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Jennifer Lachinski is a Series 66-credentialed advisor with Financial Perspectives in Minneapolis, MN, where she has worked since 2005. She has 15 years of industry experience, including a role at Purshe Kaplan Sterling Investments since 2013. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing approximately $1 billion in assets. The firm uses a multi-team advisory model and offers tailored portfolio management with access to independent third-party managers and a range of custodial and technology platforms.

Mark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.

Robert Cooper is a CFP®-certified financial advisor with 21 years of experience at Capital Management Associates Inc in Faribault, MN. He holds a Series 66 license and is also a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Cooper has been with Capital Management Associates and its affiliated broker-dealer since 2005. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers both discretionary and non-discretionary portfolio management as well as a manager-of-managers program.

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities since 1997. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement strategies.