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 at BGM Wealth Management with 28 years of industry experience and holds a Series 65 designation. His work history includes roles at EntreBank, Venture Bank, and a long-standing association with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. He is involved in leadership positions with Cornerstone Private Asset Trust Company as well as the accounting firm 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 emphasizes integrated planning across investment, tax, and estate matters, supported by professionals with CFP and CPA/PFS credentials, and benefits from formal affiliations that provide direct access to trust administration and tax coordination.

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® with 29 years of industry experience, currently serving at Normandy Investment Advisors since 2025. Prior to joining Normandy, he was affiliated with CommonWealth Financial Network for 27 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity involved in securities and insurance business. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across various asset classes and incorporating derivatives in separately managed accounts.

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.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. 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, and commonly uses third-party managers and model providers in its portfolio implementation.

Robert Lawson is a CFP®-certified financial advisor with 17 years of industry experience, currently with Palisade Asset Management, LLC in Minneapolis, MN. His prior roles include positions at Sns Financial Group, Llc (D/B/A Vector Wealth Management) and Vector Wealth Management, Llc. Outside of his advisory work, Lawson is a musician, performing guitar and vocals in two rock bands, POPBANG! and THE SOUL TRUSTEES. 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 focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment vehicles and third-party managers.

Benjamin Fox is a financial advisor at Scarecrow Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Strategic Income Advisors and as an insurance agent. Fox is also Vice President of Scarecrow Trading Inc., where he provides trading signals to registered investment advisers and investment adviser representatives. Scarecrow Advisors is a small firm of four advisors managing approximately $74 million for individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, using proprietary models alongside third-party managers, and incorporates both strategic long-term allocations and tactical shifts, including advanced instruments such as leveraged funds and options.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors since 2007, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a team-based, consultative approach and manages client assets through mutual funds, ETFs, independent managers, direct indexing, and proprietary model portfolios, including strategies employing derivatives alongside traditional instruments.

Benjamin Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 31 years of industry experience. His career includes roles at New Era Financial Advisors, Inc., J.W. Cole Financial, Inc., and Concourse Financial Group Securities Inc. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations with approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, and specialized consulting services, implementing model portfolios and using a range of investment vehicles including ETFs, mutual funds, stocks, bonds, and third-party managed accounts.

Thomas Barten is a financial advisor with United Advisors America and holds a Series 66 designation. He has 14 years of industry experience, including eight years at U.S. Bancorp Investments and five years at both United Advisors America and Alliance America. He is also a licensed insurance agent offering life, fixed annuity, health, and long-term care insurance products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach, focusing on customized asset allocations with mutual funds, ETFs, and select exchange-traded products, including those investing in digital currencies.

Jon Spahn is a Series 65-licensed financial advisor with Kingstone Capital Partners Texas, LLC, where he has worked since 2022. He has one year of industry experience and previously held roles at Pathway Ventures LLC and North Dakota State University. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental, bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs within its risk-managed investment strategies.

Thomas Jensen is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with one year of industry experience. He holds a Series 65 designation and has previously worked at several firms including Petros Family Wealth and Investment Rarities, Inc. Outside of advising, he is involved with Wear Out the Net, an activity he has participated in since 2019. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, offering detailed recommendations and periodic reviews while leaving implementation decisions to clients.

Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a combination of charting, fundamental, and technical analysis to manage portfolios primarily consisting of mutual funds, ETFs, individual equities, and allocations to independent managers.

Maxwell Fox is a financial advisor at Scarecrow Advisors, LLC with one year of industry experience. He holds a Series 65 designation. In addition to his advisory role, he serves as a project manager for Scarecrow Trading, LLC, overseeing marketing and data sourcing efforts. Scarecrow Advisors is a small team managing approximately $74 million for around 247 clients, providing portfolio management and investment supervisory services to both individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, using proprietary models and third-party managers to implement strategies that include both long-term allocations and tactical shifts, as well as advanced trading techniques.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. 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 employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked within the Thrivent Advisor Network and its affiliated entities from 2018 to 2025. He is also an insurance agent providing insurance sales services to clients. Cedar Cove Wealth Partners offers discretionary investment management and financial planning to individual and institutional clients, utilizing a combination of active and passive strategies, tactical asset allocation, and alternative investments. The firm oversees approximately $455 million in assets across more than 2,000 accounts, managing most portfolios on a discretionary basis and integrating estate planning services with an emphasis on client communication and education.

Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been associated with LPL Financial since 2011. He maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and preparation, offering customized, tax-aware strategies overseen by an internal investment team and committee.