Donald Parson Jr. is a CFA® charterholder with five years of industry experience. He is currently with Ascent Advisors and has held roles at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of financial advising, he is a general partner in a property management business. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting, using a blend of modern portfolio theory and quantitative, fundamental, and technical analysis to guide long-term investment strategies.

Bridget Wiltse is a financial advisor at Petros Family Wealth, LLC with 41 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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 employs a team approach to managing approximately $274 million in regulatory assets and offers both discretionary and non-discretionary portfolio management using risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

Stephanie Sutton is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at BlueStem Wealth Partners, LLC since 2023 and previously spent seven years at Ameriprise Financial Services, Inc. Outside of her advisory role, she is an associate financial advisor with LM Partners, LLC. BlueStem Wealth Partners, LLC offers personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm serves a broad retail client base as well as institutional plan sponsors, employing a customized financial planning process and a primarily long-term investment approach using a variety of asset classes and specialized instruments.

Benjamin Olson is a Series 65-licensed financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN, bringing nine years of experience at the firm and eight years in related roles. His background includes positions with University Investment Advisors and Guardian Tax L.L.C., as well as involvement in Guardian Insurance Solutions, LLC, where he acts as an insurance agent. Outside of his advisory work, he previously managed Cimarron Rock Enterprises for a decade. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with approximately $944 million in assets under management.

Sara Schreiber is a financial advisor at Cedar Cove Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Thrivent Investment Management and Purshe Kaplan Sterling Investments. In addition to her advisory role, she is a licensed insurance agent providing insurance services to clients. Cedar Cove Wealth Partners manages approximately $455 million in assets across over 2,000 accounts and offers discretionary investment management and financial planning to individual and institutional clients. The firm uses a blend of active and passive strategies, tactical asset allocation, and ESG considerations, delivering services that include ongoing portfolio management, estate planning coordination, and a proprietary wrap fee program.

Aaron Seiffert is a financial advisor with BlueStem Wealth Partners, LLC in Minnetonka, MN. He holds a Series 66 designation and has four years of industry experience, including prior roles at Ameriprise and 3D Money. Outside of advisory work, he serves as treasurer for Harvest Community Church in Litchfield, MN. BlueStem Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized planning process and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, and alternative funds, managing over $1.1 billion with an 18-advisor team.

Merissa Perkins is a CFP® and ChFC® with 11 years of experience in the financial industry. She has been with Caissa Wealth Strategies since 2016 and previously worked at Investment Centers of America and Fintegra, LLC. Perkins is part of a six-advisor team based in Bloomington, MN. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers financial planning and access to private and alternative investments.

Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with a $5 million relationship threshold. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services using customized, primarily long-term portfolios constructed with a combination of individual securities and alternative investments.

Carl Lymangood is a financial advisor at Petros Family Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Lymangood also served in the Minnesota Army National Guard for nine years. Outside of his advisory role, he owns a container storage leasing business. 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 employs a team approach and manages approximately $274 million in assets, offering risk-adjusted, tax-aware portfolios through both active and passive strategies, and maintains an affiliated accounting practice to facilitate integrated advisory and tax services.

Sharon Bloodworth is a CFP®-certified financial advisor with nine years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has been with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors serves individual and high-net-worth clients, as well as pension, profit-sharing, and charitable organizations, providing family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based strategies, actively monitors client accounts, and maintains distinctive organizational relationships including proprietary pooled funds and a referral path to a federally chartered trust company.

Sabrina Fay is a CFP® and ChFC® credentialed advisor at Bond & Devick Wealth Partners with 12 years of industry experience. She previously worked at Ameriprise Financial Services and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a role as Immediate Past Chair, and advises the Women Certificate Program at Minnesota State University. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and businesses with asset management and comprehensive financial planning. The firm employs a combination of fundamental, quantitative, cyclical, and ESG research to create customized portfolios and is recognized as a Certified B Corporation.

Chad Weinhold is a financial advisor with Ascent Advisors, holding the ChFC® designation and Series 63 license, and has 17 years of industry experience. His previous roles include positions at Allianz Life, Oracle, and Equitable Advisors. He is also involved with American Senior Benefits in an insurance agent capacity. Ascent Advisors provides portfolio management, financial planning, pension consulting, and Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension plans, and business entities. The firm uses a blend of modern portfolio theory and various analytical approaches, emphasizing long-term trading and regular monitoring, and offers customized investment policy statements without account minimums.

Maxwell Lawrence is a CFP® with two years of industry experience, currently serving as an advisor at MD Financial Advisors / Vestment Financial. His background includes roles at Eide Bailly, LLP, as well as experience in academia at Mankato State University and Spectrum High School. MD Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, foundations, and businesses. The firm employs a long-term, market-efficient investment approach with diversified, low-cost mutual funds and ETFs, emphasizing asset allocation, rebalancing, and tax-aware decisions.

Rachel Infante is a CFP® and holds a Series 66 license with 10 years of industry experience. 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 investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

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.

Ryan Fossey is a financial advisor with Secured Retirement Advisors, LLC and holds Series 66, Series 63, and Series 65 licenses. He has 12 years of industry experience, including roles at Thrivent Investment Management, Fossey Capital Management, L.L.C., and FHI Group, where he served as General Manager and Portfolio Manager. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a combination of fundamental and technical analysis, option writing, and direct-indexing strategies, and incorporates AI tools in its investment process.

Dirk Van Krevelen is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Feltl Advisors and its affiliated broker-dealer, Feltl and Company, since 2014. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million for around 395 clients, primarily individual investors. The firm offers financial planning and portfolio management through wrap-fee advisory programs, generally operating on a non-discretionary basis where clients retain final approval of trades and allocations.

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.

Emily Meisinger is a CFP® professional with eight years of experience at The Advocate Group, LLC in Minnetonka, MN. She has been with the firm since 2015, serving as part of a team of nine advisors. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial plans that align risk, return objectives, and liquidity needs, with a focus on concentrated-wealth management and equity-concentration strategies.