Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with RIA Advisory Group since 2014 and Tripoint Advisory Group, LLC since 2016. In addition to his work in financial advisory, he manages Stier Law Offices, where he advises clients on estate planning and other legal matters. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis, and typically operates on a discretionary basis.

Sabrina Fay is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 13 years of industry experience. She currently works at Bond & Devick Wealth Partners and has previously held roles at Ameriprise and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a leadership role as Immediate Past Chair, and advises Minnesota State University's Women Certificate Program. She also contributes as a subject matter expert for HCPL Global and writes assessments related to Certified Financial Planner topics. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning with an emphasis on individualized strategies and ESG research.

Maxwell Lawrence is a CFP®-certified financial advisor with two years of industry experience. He is currently with Boyum Wealth Architects LLC and previously worked at MD Financial / Vestment Financial and Eide Bailly, LLP. 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, estates, charitable organizations, and corporations. The firm manages portfolios using a discretionary, customized approach that incorporates technical, tactical, and fundamental analysis, tailoring allocations to each client’s risk tolerance and goals.

Rachel Schleer is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. Birchwood Financial Partners provides personalized financial planning and portfolio management primarily to individuals and couples, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes an asset-allocation-driven investment process grounded in Modern Portfolio Theory, with diversified strategies and an emphasis on manager selection and ongoing monitoring.

Teresa Devick is a Series 65-licensed advisor with Bond & Devick Wealth Partners, bringing nine years of industry experience. She has been with Bond & Devick Financial Corporation since 2006. Devick serves as a board member for CROSS Services, a food shelf and housing support organization, providing legal and donor relations assistance. Bond & Devick Wealth Partners is a six-advisor team managing approximately $615 million for individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, quantitative, cyclical, and ESG research to tailor portfolios, monitors and rebalances holdings regularly, and offers a limited wrap fee program for legacy and nonprofit clients.

Kathleen Nelson is a CFP® and PFS™ with 8 years of industry experience. She has been with SilverOak Wealth Management LLC since 2015. She is also a partner of an inactive accounting firm, Moquist Thorvilson & Kaufmann. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-related services, emphasizing individualized investment policy development and ongoing portfolio supervision.

Allen Le May is a financial advisor at Strong Tower Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining Strong Tower Wealth, he held roles at Gratus Funds, ServiceNow, Oracle, Butterfly Network, and Workday. Strong Tower Advisory Services manages approximately $759 million in client assets and serves individuals, high-net-worth clients, small businesses, trusts, estates, and retirement plan sponsors. The firm employs a total-return investment approach that combines capital appreciation, dividend income, and risk management through customized and model portfolios, tactical rebalancing, and hedging strategies utilizing ETFs, mutual funds, stocks, bonds, and options.

Ryan Fossey is a financial advisor at Secured Retirement Advisors, LLC with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Merrill, Thrivent Financial, and Fossey Capital Management, L.L.C. Fossey also served as General Manager and Portfolio Manager at FHI Group for nine years. Secured Retirement Advisors is an SEC-registered investment adviser serving approximately 600 clients with a team of four advisors. The firm provides personalized financial planning, portfolio management, third-party adviser selection, and pension consulting, employing strategies such as option writing and direct indexing tailored to client objectives and risk tolerances.

Annasia Ford Mc Collum is a financial advisor with Bernicke Wealth Management in Woodbury, MN, holding a Series 66 license and three years of industry experience. Prior to joining Bernicke Wealth Management, she worked at LPL Financial, LLC and Northwestern Mutual. She is also a licensed notary public in the State of Minnesota. Bernicke Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, foundations, trusts, corporations, and retirement plan sponsors. The firm employs a macroeconomic, top-down asset allocation strategy and integrates financial planning with an AI-driven quantitative pre-screening model, offering a broad client mix that includes institutional and plan sponsor relationships.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates several insurance and tax-related businesses alongside his advisory work, including an insurance agency and a tax preparation firm. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views, offering a variety of focused strategies and an AI-driven portfolio option.

Dominique Villaume is a financial advisor at Contego Capital Group, Inc. with 23 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Secured Retirement Advisors, The Ordway for Performing Arts, and Ameriprise Financial Services. Outside of her advisory role, she is involved with Cavalier Tax Support, LLC, a tax preparation and accounting business. Contego Capital Group primarily serves 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.

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

Alan Carlson is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and is also an insurance agent for Alliance America, offering annuities, life insurance, and senior health products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, employing a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request.

Kyle Thomas is a CFP® professional with seven years of experience in the financial industry. He is currently with Guardian Wealth Strategies, LLC, where he has worked since 2024. Prior to that, he held various roles at RBC Capital Markets, LLC from 2016 to 2024. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm offers comprehensive and scaled investment programs, employing a process that combines fundamental and technical analysis, client-specific investment policy statements, and discretionary trading authority.

Daniel Boeckermann is a financial advisor with BGM Wealth Management in Bloomington, MN, holding a Series 65 designation and 28 years of industry experience. His work history includes roles at EntreBank, Venture Bank, and ongoing affiliations with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm’s integrated approach includes coordination across investment, tax, and estate matters, supported by a multidisciplinary staff and formal affiliations with trust and accounting entities.

Christopher Johnson is a financial advisor at Affiance Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Wealth Enhancement Group. Johnson also maintains a role as an independent insurance agent specializing in Accident & Health, Variable Life & Variable Annuities, and Life insurance. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a variety of model strategies with both passive and active elements.

Samuel Johnson is a CFP® and ChFC® with five years of experience in financial advisory. He has worked at Boyum Wealth Architects LLC since 2023 and previously was with Paradigm, Strategies in Wealth Management, LLC from 2017 to 2023. His background also includes roles at Village Bank and the University of Minnesota. 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 uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Eric Mccarver is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at Normandy Investment Advisors since 2025. He previously worked for Commonwealth Financial Network for 26 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity engaged in securities and insurance business. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities with personalized wealth management, financial planning, and discretionary portfolio management. The firm employs a blended active/passive investment approach within an asset-allocation framework and utilizes options strategies for income and hedging.

Alexander Dunne is a CFP® professional with seven years of experience in the financial advisory industry. He has been with SilverOak Wealth Management LLC since 2015. The firm is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. SilverOak offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, financial education workshops, and implementation support, emphasizing individualized investment policies and ongoing portfolio supervision.

Kevin Distad is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Nepsis since 2015. 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 also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.