Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Thomas Whitnah is a financial advisor with 48 years of industry experience, currently practicing at 360 Financial in Wayzata, MN. He holds a Series 63 designation and has worked at LPL Financial and Morgan Stanley in prior roles. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm provides discretionary portfolio management, financial planning, and consulting services, emphasizing personalized account supervision with tailored portfolios and regular reviews.

Jack Schwartz is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current roles, he held positions at firms including LPL Financial and Ecolab. Summit Investment Advisory Services provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical approaches and offering both discretionary and non-discretionary account management. The firm operates a hybrid model where advisors may receive commission-based compensation while managing a large client base.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior experience includes four years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He serves as a board member of the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program, emphasizing diversification, asset allocation, risk management, and primarily long-term investment strategies.

John Hanten is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently a financial advisor at Marks Group Wealth Management, Inc., where he has worked since 2019, following prior roles at Independent Financial Group, Morgan Stanley, JLL Inc, Bank of America, Merrill, Hirshfield's, and Creighton University. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through actively managed strategies that combine fundamental and technical analysis, implementing them directly and with independent managers under formal oversight arrangements.

Luke Swirtz is a financial advisor with The Life Group Financial Services in Minneapolis, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining The Life Group Financial Services, he worked at AEL Financial Services, LLC, American Equity Investment Life Insurance Company, Allianz Life Financial Services LLC, and Allianz Life Insurance Company of North America. Outside of financial services, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm employs a core-and-satellite investment approach and offers services including portfolio management, retirement plan consulting, and estate planning.

Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014 and spent one year at AdvisorNet Wealth Partners prior to that. In addition to his advisory work, he teaches financial literacy to young people through Bestprep and serves on the board of directors for the nonprofit Hamel Athletic Club as treasurer and league information officer. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, with additional services for high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and offers both discretionary and non-discretionary portfolio management.

Eric Schierhorn is a CFP® professional with four years of industry experience. He has been with Abbey Street since 2019, including his current role starting in 2022, and previously worked at Anglet Hormadi. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, private wealth planning, portfolio management, and fiduciary oversight. The firm employs an independent, fiduciary-oriented investment process combining quantitative and qualitative analysis to support discretionary mandates and committee decision-making.

Jesse Kuusisto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Laurel Wealth Planning in Edina, MN. He has been with Laurel Wealth Planning since 2017 and previously worked at Augsburg College from 2013 to 2017. Laurel Wealth Planning is a fee-only advisory firm that serves individuals and various institutional clients, managing approximately $453.6 million across a six-advisor team. The firm employs a combination of fundamental and technical analysis to create individualized investment policies and utilizes a range of investment strategies, including equities, bonds, mutual funds, ETFs, and derivatives.

Jane Truckenbrod is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Capital Management Associates Inc and its affiliated broker-dealer since 2016 and spent nearly three decades at First Advisors prior to that. Capital Management Associates, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing investment supervisory services, portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis alongside asset allocation, offering both discretionary and non-discretionary management across a broad range of securities.

Mark Walsingham is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Tradition Wealth Management since 2017 and previously at Concourse Financial Group Securities Inc. and Gradient Securities, LLC. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a multi-strategy investment approach, including model portfolios, ETFs, and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, investment management, wealth management, and retirement plan consulting. The firm applies a multifaceted investment process managed by an internal committee and serves a large client base through a team of eight advisors.

Tristan Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding a Series 65 designation. He has been with Tradition Wealth Management since 2025 and has prior experience at the City of Bryan and US Solar. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm provides asset management, financial planning, and consulting services, typically using model portfolios with various investment vehicles and offering access to alternative strategies and IPO participation.

Ryan Scott is a Series 65-licensed financial advisor with Abbey Street, where he has worked since 2025. He has experience outside the financial industry at The Refuge Golf Club and in education with the Andover School District. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing consulting, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis.

Harrison Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Outside of his advisory role, he is a co-owner and co-operator of Tortoise Properties, LLC. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a diverse client base, including individuals, high‑net‑worth clients, trusts, and institutional accounts. The firm emphasizes valuation metrics and macroeconomic factors in its investment process and manages over $1 billion in assets with a small team.

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

Daniel Colvin is a financial advisor at Fiat Wealth Management in Wayzata, MN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foundations Investment Advisors LLC, Mutual of Omaha, OneAmerica Securities, and served five years in the United States Army. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 16 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Its investment approach incorporates third-party model portfolios, tax-sensitive tools, and specialized products, supported by affiliations with an accounting and tax practice and a licensed insurance agency.