Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Kayla Berceau is a CFP® professional with one year of experience at Birchwood Financial Partners, Inc. She has previously worked in care and support roles at Lyngblomsten Care Center and Alternatives for People with Autism. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm applies Modern Portfolio Theory in its investment approach, emphasizing asset allocation and manager selection tailored to client risk profiles.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.

Eric Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. He is also involved with Tradition Wealth Management Insurance Agency LLC as an insurance sales agent. 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 vehicles and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 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 emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.

Cade Johnson is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Thrivent. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in assets, employing a team-based approach that combines active and passive strategies with tax-aware asset allocations and offers services including discretionary portfolio management and supervision of held-away assets.

Alexander Braun is a CFA® charterholder with 11 years of industry experience. He has worked at Parametric Portfolio Advisors for nine years and held roles at Bleakley Financial Group and Financial Planning Navigators. He is currently with FPNavigators in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory alongside fundamental and technical analysis to tailor diversified portfolios and participates in wrap fee programs, offering multiple ERISA roles and business consulting services.

Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. 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 focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Luke Dugan is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Financial Perspectives since 2006 and also has roles at Purshe Kaplan Sterling Investments and FP Dugan LLC. Outside of advisory work, he is a 33% owner of FP Tax and Accounting, LLC, which provides tax preparation services. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers, managing approximately $1 billion in regulatory assets.

Brian Bohnsack is a financial advisor with 21 years of industry experience, currently with 360 Financial in Wayzata, MN. He holds a Series 66 designation and previously worked at Fleming Investment Group and CommonWealth Financial Network. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision and offers customized portfolios with a range of investment strategies, alongside educational webinars and workshops.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving at MD Financial Advisors / Vestment Financial since 2013. She holds Series 63 and Series 66 licenses and is a member of the executive committee for the Marsh Pointe Homeowners Association. Additionally, she serves as of counsel at a Minneapolis law firm, Messerli and Kramer, providing legal work for referred clients. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, and discretionary portfolio management services to individuals, trusts, estates, and institutional plan sponsors. The firm employs a long-term, asset-allocation driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

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.