Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.

Eric Unger is a financial advisor with Private Client Services, LLC in St. Louis Park, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Private Client Services since 2017 and previously was with Cetera Advisor Networks from 2013 to 2017. Unger is also an investment advisory representative at Affiance Financial, LLC, where he provides investment management and financial planning services. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Justin Frys is a financial advisor with Cherry Tree Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cherry Tree in 2019, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2019. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, retirement plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with discretionary portfolio management and periodic fundamental analysis.

Heather Fears is a financial advisor with BlueStem Wealth Partners, LLC in Litchfield, MN, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2021 and returned to Ameriprise from 2021 to 2023 before joining BlueStem in 2023. 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 uses fundamental analysis to construct long-term portfolios and offers a range of investment options, including mutual funds, ETFs, individual equities, and alternative investments, with ongoing portfolio monitoring and regular client reviews.

Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.

Ethan Stone is a financial advisor with Great Waters Financial, holding a Series 65 designation and four years of industry experience. He has worked at Great Waters Wealth Management since 2022 and previously held roles at AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, he is a clerk at the Isanti Municipal Liquor Store. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Timothy Fahey is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 28 years of industry experience. He has been with Nicollet Investment Management since 2016 and previously worked at Northland Securities, Inc. from 2007 to 2016. He holds the Series 63 and Series 65 licenses. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm manages internally built growth equity strategies alongside customized fixed-income approaches and emphasizes participant education and group enrollment meetings for retirement plans.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. 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 through its own managed accounts and various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.

Nicholas Foulks is a financial advisor at Great Waters Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management, AdvisorNet Wealth Management, and Drake & Associates, LLC. Outside of his advisory role, he is the owner of Next Minute Mindset, LLC, where he works as an author and speaker. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and distinguishes itself with in-house tax preparation, insurance services, and strategic third-party partnerships.

Daniel Colich is a financial advisor at Oakwood Capital, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital Securities, Inc. since 2008. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Mitchell Dickie is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously with Ameriprise Financial and FedEx, among other roles. Mitchell also spent time at the University of St. Thomas during his early career. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, families, trusts, and institutional plan sponsors. The firm utilizes a long-term oriented investment approach that incorporates fundamental analysis and a broad range of asset types, managing over $1.1 billion with a team of 18 advisors.

Alexander Eisch is a financial advisor at Great Waters Financial with four years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo N.A., The Prudential Insurance Company of America, and Pruco Securities LLC. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion for over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services through tiered programs that incorporate asset allocation, tax strategy, and specialized planning.

Mitchell Edwards is a financial advisor at Feltl Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Feltl and Company since 2003. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis.

Jeffrey Jacobson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Colliers Securities since 2002. Jacobson serves as President of Colliers Insurance Agency and is a trustee on the NDSU Foundation Board of Trustees. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary fee-based and discretionary wrap programs. The firm operates as both a registered broker-dealer and investment adviser and is affiliated with the broader Colliers group, providing access to insurance products alongside advisory and brokerage services.

Christopher Nuth is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with six years of industry experience. He has worked at Compass Capital Management since 2017 and previously was employed at Augsburg University from 2015 to 2017. Compass Capital Management offers discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm employs a fundamental research-driven investment process, managing equity, fixed income, and balanced portfolios with an emphasis on mid- to large-cap growth companies and high-quality fixed income securities.

Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and the University of Wisconsin-Madison. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm focuses on asset allocation and long-term, buy-and-hold strategies using primarily passively managed institutional mutual funds and ETFs.

Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

Allison Dugan is a CFP® with seven years of industry experience and is currently with Financial Perspectives in Minneapolis, MN. She has been with the firm since 2017, including prior roles at Bean Partners and the University of Minnesota. In addition to her advisory work, she assists with seasonal tax preparation through a separate affiliated accounting practice. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting. The firm utilizes account aggregation tools and may incorporate independent managers, cryptocurrency exposure, or ESG factors based on client preferences.

Laura Bereiter is a CFP® and PFS™ professional at White Oaks Wealth Advisors, Inc. in Minneapolis, MN, with nine years of industry experience. She has been with White Oaks Wealth Advisors since 2015. White Oaks Wealth Advisors serves individual and high-net-worth clients as well as pension, profit-sharing, and charitable organizations by offering family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based approaches and a combination of active and passive investment strategies, with a notable organizational structure that includes affiliated investment advisers and a referral relationship with a federally chartered trust company.

Saul Baumann is a CFP® professional with 13 years of industry experience, currently serving at Allodium Investment Consultants, LLC since 2021. He previously worked at Securities America, Inc. and Laurel Wealth Planning, LLC. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, typically employing low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances.