Kimberly Braley is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Up North Wealth Advisors and Wells Fargo Advisors. Outside of her advisory work, she operates a business called Walleye On A Stick. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and multiple advisory platforms, with quarterly account reviews and rebalancing.

Steven Loheit is a financial advisor at Financial Perspectives in Minneapolis, MN, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, while maintaining his own financial planning business since 1998. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing approximately $1 billion in regulatory assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, often implementing strategies through third-party managers and technology platforms.

Jeremy Netka is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Wells Fargo-affiliated firms. He is also a commissioned Notary Public. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans, offering financial planning, investment management, and wealth management services. The firm employs a range of actively managed strategies and uses both fundamental and technical analysis to tailor portfolios to client objectives.

Terra Johnson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Pine Grove Financial Group since 2020. Prior to joining Pine Grove, Terra worked at Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and CETERA Advisor Networks LLC. Terra is also a licensed insurance agent, selling fixed life insurance and annuities. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers.

Nathaniel Running is a CFP® professional with 28 years of experience, currently serving at Strategic Wealth Group. He has worked with Strategic Wealth Group Registered Investment Advisor, LLC and LPL Financial since 2016 and also owns Running Tax Service, LLC. Outside of financial advising, he is a minority investor in Fish Daddy Outdoors, LLC, a manufacturing business in Excelsior, MN. Strategic Wealth Group manages over $1.5 billion in discretionary assets and offers portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide asset allocation and investment selection, providing both discretionary and non-discretionary options tailored to client needs.

Michael Granbois is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Kure Advisory, LLC since 2021 and previously spent ten years with Capital Asset Advisory Services, LLC. Outside of advising, he is involved with Mac Marketing, a wholesale annuities and insurance business he has operated since 2005. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm manages customized portfolios utilizing a variety of asset types and maintains coordination with tax and estate specialists as part of its client service.

Jacob Taylor is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Concourse Financial Group Securities. Outside of advising, Taylor serves as the head hockey coach at Lakeville North High School and owns a health and wellness business focused on fitness events and apparel. 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. The firm employs model portfolios and continuous portfolio management using a variety of investment vehicles, with an investment committee that meets monthly and offers both discretionary and non-discretionary options.

Scott Johnson is a financial advisor at Feltl Advisors with 42 years of industry experience. He has been with Feltl and Company since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he works as a youth ski instructor at Blizzard Ski and Snowboard School on a contract basis. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through various wrap-fee advisory programs.

Rebekah Peterson is a financial advisor at Affiance Financial LLC with nine years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise Financial Services Inc. from 2015 to 2025. Affiance Financial LLC serves individuals, retirement plans, charitable organizations, and businesses, offering investment management, financial planning, and retirement plan services. The firm uses a top-down macroeconomic and fundamental analysis approach to tailor asset allocation and provides a range of model strategies, including ESG and alternatives portfolios.

Tyler Kuske is a CFP® with 11 years of industry experience, currently affiliated with Strategic Wealth Group in Eden Prairie, MN. He has held roles at Edward Jones and LPL Financial and operates Kuske Consulting LLC. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis, sub-advisors, and third-party manager programs to develop and manage client strategies.

Daniel Petkau is an investment adviser representative at Fiat Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fiat Wealth Management since 2022. He is also involved with Fiat Insurance Services, LLC and Foundations Investment Advisors LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, charitable organizations, and businesses, providing financial planning, discretionary portfolio management, and tax-related services.

Keller Lampert is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Stevens Foster in 2022, he worked at the University of St Thomas and Rosemount High School. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning, portfolio management, and integrated tax services. The firm uses a dedicated investment team and committee to create tax-aware, diversified portfolios and provides year-round tax strategies alongside investment advice.

Melissa Granlund is a financial advisor at BlueStem Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Granlund is also involved with LM Partners, LLC as a paraplanner. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers a combination of discretionary and non-discretionary management, including access to insurance products through a platform partner.

Julie Grey is a CFA® charterholder with over two decades of industry experience, currently serving as a financial advisor at Tradition Wealth Management LLC since 2023. Prior to joining Tradition, she worked at Columbia Threadneedle Investments for 24 years. She is also involved in her own advisory entity, Julie Grey Wealth Management LLC. Tradition Wealth Management serves individual clients, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles. The firm employs a comprehensive investment process utilizing model portfolios, ETFs, mutual funds, and third-party manager programs.

Justin Marvin is a CFP® professional with 10 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2019 and was previously with Ameriprise Financial Services, Inc. from 2015 to 2019. Marvin is also involved with FP Tax & Accounting LLC, which assists with tax preparation. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory and financial planning along with access to independent managers. The firm conducts tailored client interviews, ongoing portfolio monitoring, and uses account aggregation tools to enhance reporting and implementation.

Ashley Milot is a financial advisor at Fiat Wealth Management with 10 years of industry experience. She has held roles at Fiat Wealth Management since 2021 and previously worked at Honkamp Krueger Financial Services Inc from 2016 to 2021. Milot holds Series 63 and Series 65 designations. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and third-party sub-advisers, provides discretionary portfolio management with periodic rebalancing, and emphasizes tax-sensitive planning tools alongside a range of investment products.

Nicholas Hohn is a CFP® with 12 years of industry experience and has been with Cahill Financial Advisors, Inc. since 2012. He holds the Series 66 designation and is based in Edina, MN. Outside of his advisory role, he is a member owner of an LLC that manages an office building leased to Cahill Financial Advisors. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and long-term holdings, and offers both discretionary and non-discretionary account management.

Paul Dwyer is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2017. Prior to this, he worked at Blue Clay Capital from 2013 to 2016. Punch & Associates serves a diverse client base, including high-net-worth individuals, institutions, and various types of funds. The firm employs a multi-cap investment approach focused on bottoms-up fundamental research, managing both discretionary portfolios and private micro- and nano-cap funds.

Justin Seurer is a financial advisor at Landolt Securities, Inc. with eight years of industry experience. He has held positions at Sanford C. Bernstein & Co., LLC, RBC Capital Markets, and the Midwest Sports Council, Inc. prior to joining Landolt Securities. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm focuses on fundamental analysis, primarily managing client assets in small-cap growth stocks through both short- and long-term trading strategies, and utilizes third-party model and TAMP programs tailored to client risk tolerances.

Mitchell Zweber is a financial advisor with 11 years of industry experience, currently affiliated with 360 Financial in Wayzata, MN. He holds the Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and The Prudential Insurance Company of America. Zweber also works as an independent insurance agent. 360 Financial advises individuals, retirement plan sponsors, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and utilizes a range of investment strategies combined with ongoing client education and an affiliation with a CPA firm.