Michael Corrigan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC. He has been with the firm and its predecessor entities since 2011. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities by providing financial planning and ongoing investment management. The firm emphasizes a comprehensive financial planning approach to drive asset allocation and actively monitors customized portfolios, with discretionary account supervision and insurance services available upon client request.

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 CFP®-certified financial advisor with 36 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Mcdermott also speaks on Social Security topics at workshops and conferences and is the author of the books "New State New Life" and "Summit to Retirement." 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 employs a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory to serve its clients.

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.

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of the Conquering King Fellowship, a nonprofit organization. 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 combination of fundamental and technical analysis, third-party manager programs, and model management to build and monitor client strategies.

Paige Heltemes is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and six years of industry experience. She has worked at several firms including Raymond James Financial Services and Paul A Knier, Inc. prior to joining her current team. The Wealth Group serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies including asset allocation, technical analysis, and managed accounts, reviewing client portfolios at least semi-annually.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining 1834 Investment Advisors in 2024, he worked at Old National Bank, LPL Financial, Kestra Investment Services, LLC, ProEquities, Inc., and HKFS. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm focuses on customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Thomas Hawley is a financial advisor at Bearing Point Capital with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bearing Point Capital in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific approach using fundamental and technical analysis to construct customized portfolios across a broad range of securities and investment vehicles.

Tyler Hirth is a CFP® professional with 19 years of industry experience, currently serving at Strategic Wealth Group. He has held various roles in wealth management and tax services since 2007, including operating Running Tax Services, LLC and Running Wealth Management Group MN, Inc. Tyler is also a non-profit board member of NAIFA. Strategic Wealth Group is a team-based advisory firm providing 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 integrates fundamental and technical analysis with outside manager programs and brokerage services.