Krista Ketelsen is a financial advisor at Navpoint Financial, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Navpoint Financial since 2003. In addition to her advisory role, she serves as Vice President, Chief Compliance Officer, and Corporate Secretary of the firm. Navpoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm provides discretionary investment management, comprehensive financial planning, and consulting on special projects, using a holistic, cost- and tax-efficient approach that incorporates employer benefit plans and concentrated positions.

Ryan Weiss is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior experience includes seven years at Entrust and earlier roles at Valmont Industries and full-time education periods. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios combined with fundamental, technical, and cyclical analysis.

Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Cory Carlson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Concourse Financial Group Securities and Proequities, Inc. He has also worked in private client services since 2025. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a range of investment strategies including model portfolios, ETFs, and third-party managers, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Spencer Rose is a financial advisor at Christensen Group Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Kestra Advisory Services LLC and Kestra Investment Services LLC. Outside of his advisory role, he is involved in property management as a landlord. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management for individuals and non-discretionary retirement plan consulting, using model portfolios and investment strategies tailored to client objectives and risk tolerance.

John Feltl is a CFA® charterholder with 32 years of industry experience. He has been with Feltl Advisors since 2014 and has worked at Feltl & Company since 2002. Outside of his advisory work, he serves as chairman of the board and holds approximately 20% ownership in Key Community Bank in Inver Grove Heights, MN, where he contributes about five hours per month. He is also a director of Relevant Radio, a charitable organization. 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, offering non-discretionary advice and wrap-fee programs through its clearing relationship with RBC.

Luke Potter is a financial advisor at MD Financial Advisors, operating as Vestment Financial, with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he worked in various roles at Menards, Walmart, Olympic Pools, and in educational settings. MD Financial Advisors serves individual clients, trusts, estates, retirement plans, foundations, and businesses with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes a long-term, market-efficient investment approach using low-cost mutual funds and ETFs, along with tax-aware portfolio management tailored to client objectives.

Douglas Mock is a financial advisor with Everest Financial Group in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His career includes roles at Osaic Wealth, Inc. since 2024 and Securities America Advisors, Inc. from 2006 to 2024. In addition to his advisory work, he founded the Tax and Retirement Resource Center in 2010, where he educates clients on retirement planning topics such as Social Security, Medicare, and tax strategies. He also owns Doug Mock Tax Advisors, providing tax preparation and planning services. Everest Financial Group serves individual clients, high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, using a variety of analytical techniques and model asset allocation programs to deliver both discretionary and non-discretionary investment management.

David Martell is a financial advisor with Navpoint Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Navpoint Financial since 1998 and serves as the firm's President and CEO. Outside of his advisory role, Martell is a member of the Planning Commission for the City of Credit River, where he advises on land use policies. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach incorporating employer benefits and concentrated positions, using a range of strategies and adjusting portfolios based on market and client needs.

Nathan Richter is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at LeaderOne Financial, LPL Financial, and Great Valley Advisor Group, among others. Richter also operates as a sole proprietor and has been involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various business activities. 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 uses fundamental and technical analysis to guide asset allocation and investment selection, manages $1.54 billion in discretionary assets, and offers both ongoing fiduciary advice and options for clients to retain non-discretionary control.

Robert Caverly Jr. is a CFP® professional with 12 years of experience, currently serving at Bond & Devick Wealth Partners since 2016. He holds the Series 66 designation and is based in Saint Louis Park, MN. Outside his advisory role, he is president of the board for the Minnesota Thunder Academy, a youth sports organization. Bond & Devick Wealth Partners manages approximately $705 million for individuals, trusts, estates, charitable organizations, and businesses through a nine-advisor team. The firm uses a goals-based, fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research and both long-term and tactical investment strategies.

Brett Kusske is a financial advisor with Kusske Financial, Inc., holding a CFP® designation and Series 66 license, and has 18 years of industry experience. His prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Gallagher Fiduciary Advisors, LLC, and National Planning Corporation. Outside of advisory services, he is a partner in a tax business, KB Accounting and Tax LLP. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, delivering written evaluations and periodic reviews while clients retain custody and final decision-making authority.

Rebecca Botzet is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Cahill Financial Advisors, Inc. Prior to joining Cahill, she worked at Avantax Planning Partners, Inc. and Summit Wealth Advocates, LLC. She is also a partial minority owner of SW Advocates, LLC, an unrelated business currently in the process of sale and dissolution. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm combines asset management and financial consulting under a single agreement and employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and long-term holdings.

Bailey Sauve is a financial advisor at Abbey Street with a Series 65 designation and one year of industry experience. Prior to joining Abbey Street, Bailey served in the Minnesota Army National Guard and worked at Jupiter Wealth Planning and the University of Wisconsin River-Falls Foundation. Bailey’s background also includes community involvement through roles at the Northfield Area Family YMCA and educational institutions. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth planning for individuals, families, and organizations. The firm employs an independent, fiduciary-oriented investment approach that integrates quantitative and qualitative analysis with an emphasis on diversification and ongoing due diligence.

Howard Punch is a financial advisor at Punch & Associates Investment Management, Inc. with 22 years of industry experience. He has been with Punch & Associates since 2001. He holds Series 63 and Series 65 licenses. Punch & Associates serves private and institutional clients, including high-net-worth individuals and various entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and offers customized portfolio management alongside wealth advisory services.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Gray Pines Wealth Management and CETERA Advisor Networks LLC. Outside of his advisory role, he owns and manages a wealth management business that focuses on managing securities within retirement and individual accounts. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion. The firm employs a value-oriented, long-term investment approach with strategic and tactical asset allocation, offers fiduciary consulting and management services, and sponsors private investment vehicles for select investors.

Cory Kiner is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. He previously worked for E.T. Kelly & Associates for 19 years and holds a Series 65 designation. Kiner has a passive partnership interest in a CPA firm, E.T. Kelly & Associates, which he maintains until the partnership interest is dissolved. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm manages approximately $2.09 billion in discretionary assets and emphasizes a multi-cap investment approach based on fundamental research, with customized portfolio management and Wealth Advisory services.

Damon Longstreet is a financial advisor at Landolt Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Landolt Securities, he worked in roles at Arctic Wolf and United Healthcare, among other companies. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis, managing a majority of client assets in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management alongside access to third-party asset management programs.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Gregory Molle is a CFP® with 41 years of industry experience, currently serving as CEO and managing partner at Strong Tower Advisory Services in Minneapolis, MN. He has held advisory roles at DFPG Investments, Advisor Financing LLC, Cetera Advisor Networks, and Advisornet Wealth Management. Molle is also involved as a silent partner in a startup bar and restaurant business. Strong Tower Advisory Services works with individual clients, small businesses, trusts, and estates, offering discretionary portfolio management, financial planning, retirement plan advisory, and broader financial consulting. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on downside risk management and retirement-plan fiduciary services.