Samantha Beavens is a financial advisor with Summit Investment Advisory Services in Roseville, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Summit and LPL Financial in 2020, she worked at Northwestern Mutual Investment Management and also has experience outside finance in the hospitality industry. In addition to her advisory role, Ms. Beavens is a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and investment strategies. The firm offers both discretionary and non-discretionary account management and participates in multiple LPL Financial-sponsored advisory programs.

Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Joseph Sessions is a Certified Financial Planner® (CFP®) at The Planning Center, Inc. in St. Louis Park, MN, with 12 years of industry experience. He has been with The Planning Center since 2014. The Planning Center, Inc. is a fee-only wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a multi-meeting planning process and manages accounts primarily on a discretionary basis with mutual funds, ETFs, model portfolios, and third-party separately managed accounts, also incorporating proprietary software and AI tools under human oversight.

Lisa Johnson is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2004. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing roughly $1 billion in assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, third-party managers, and includes an affiliated accounting practice that provides separate tax preparation and accounting services.

Benjamin Holm is a Certified Financial Planner® with 18 years of experience in financial advising. He is currently with Vantage Point Wealth Management and has held roles at VPWM Advisors LLC, Bighorn Wealth Management LLC, and LPL Financial, LLC. Holm also operates as a sole proprietor offering insurance product sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with 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 a range of LPL Financial-sponsored advisory programs.

Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.

John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Rachel Nault is a financial advisor at Stonebridge Capital Advisors LLC with a Series 65 credential and seven years of industry experience. She previously worked at Nystrom & Associates for four years. Stonebridge Capital Advisors manages over $2.5 billion in client assets, serving high-net-worth individuals, families, trusts, endowments, foundations, pension plans, insurance companies, corporations, and other institutional clients. The firm focuses on customized investment strategies across diversified equity and fixed-income portfolios and coordinates broader advisory services including estate, tax, and retirement planning.

Kerri Vogel is a financial advisor with Great Waters Financial in Shoreview, MN. She holds the Series 65 and Series 63 designations and has been with Great Waters Financial since 2025. Prior to joining the firm, she was not employed in the financial industry for 19 years. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, using a tiered service model that incorporates asset allocation, tax strategy, and specialized planning areas.

Tedd Bradley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at LPL Financial since 2007 and operating his own sole proprietorship since 1999. Outside of financial services, he is an instructor with White Glove Workshops and a consultant for Mr B's Bar-B-Q. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, offering a range of discretionary and non-discretionary solutions with a focus on ongoing account monitoring and client engagement.

Alyssa Craggs is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She has been with Compass Capital Management since 2018 and previously worked at Cottrell Law Firm, Simple Energy Testing, and Residential Science Resources. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual investors. The firm manages approximately $2.54 billion in assets, employing fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and laddered fixed income strategies.

Bradley Klitzke is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Colliers Securities since 2005. Outside of his advisory role, he is involved in farming in McLeod County, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to support investment decisions.

Jack Waletich is a CFP® and PFS™ credentialed advisor at Kure Advisory, LLC with two years of industry experience. Prior to joining Kure Advisory, he worked at Berger Financial Group and Captrust. He is also a licensed life insurance producer in Minnesota, spending limited time on insurance-related activities outside of business hours. 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 using a range of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Ryan Woitalla is a CFP® and CFA® with seven years of industry experience, currently serving at Palisade Asset Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Sam Linden. He played men's hockey at the University of Minnesota Duluth during his college years. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client objectives and incorporating diverse investment vehicles.

Eric Overvig is a financial advisor with Feltl Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Feltl and Company since 2019, following previous roles at The Oak Ridge Financial Services Group, Inc. and U.S. Bancorp Investments, INC. Feltl Advisors provides investment advisory services primarily to individual investors and various entities, managing approximately $132 million in client assets through non-discretionary advisory programs. The firm offers tailored investment advice and maintains a clearing relationship with RBC, emphasizing client approval on portfolio decisions.

Curtis Myran is a financial advisor with Element Squared Private Wealth in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Securities. He has also operated as a sole proprietor since 2013. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives and risk tolerance. Financial planning is routinely offered as part of the advisory relationship without additional charge.

Cole Billings is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Wealth Management Company, and DFPG Investments, LLC. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on risk management through hedging and tactical rebalancing.

Andrew Feterl is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Bond & Devick Wealth Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Saint Louis Park, MN. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, utilizing fundamental, quantitative, and cyclical analysis, and offers ESG research as part of its investment planning.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.