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.

John Rudi is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Parr McKnight Wealth Management Group since 2024 and previously spent six years at Wells Fargo Advisors. Outside of his advisory role, he is a co-trustee for multiple 401(k) plans related to his firm. Parr McKnight Wealth Management Group serves individuals, families, trusts, and qualified retirement plans by providing personalized financial planning and both discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for around 441 clients and employs a customized financial planning approach that guides its portfolio construction with a primary focus on fundamental analysis and a generally long-term investment horizon.

Cade Johnson is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently an advisor at Petros Family Wealth, LLC, where he has worked since 2023. Prior to that, he held roles at Wells Fargo Clearing and Thrivent. Petros Family Wealth, LLC provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm manages approximately $342 million in assets, employing a tax-aware, risk-adjusted approach that combines active and passive strategies across various asset classes.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. 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. The firm employs a variety of analytical methods and investment strategies while operating under fiduciary standards.

Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.

Kimberly Braley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Boundary Waters Wealth Management LLC, LPL Financial, Wells Fargo Advisors, and Up North Wealth Advisors. Outside of her advisory work, she is involved with Walleye On A Stick LLC. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as corporations and retirement plans. The firm uses a mix of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with regular portfolio reviews and ongoing monitoring.

Elizabeth Alward is a financial advisor at Compass Capital Management Inc with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Varde Partners for six years. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research approach with a focus on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

Denise Rich is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Denise is a member of the Minneapolis Women’s Rotary, where she volunteers in fundraising efforts benefiting women and children in Minnesota. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of asset-allocation model portfolios, fundamental security selection, and both long- and short-term strategies, sourcing model solutions from multiple institutional providers.

William Velgersdyk is a financial advisor with Strong Tower Advisory Services in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial advisory field, he worked in various roles including at Agiliti and Twin City Filter Service, and spent four years affiliated with the University of St. Thomas. Strong Tower Advisory Services provides discretionary portfolio management, financial planning, retirement-plan fiduciary, and financial consulting services to individuals, small businesses, trusts, and estates. The firm manages approximately $759 million in client assets and employs a total-return investment approach that combines capital appreciation and dividend income with risk management strategies including the use of derivatives and leverage.

Jacob Taylor is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 credentials and having 11 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Concourse Financial Group Securities. Outside of advisory work, he is the head hockey coach at Lakeville North High School and owns a health and wellness apparel business focused on fitness events. 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 emphasizes ongoing asset management and financial planning, implementing model portfolios with a focus on ETFs, mutual funds, stocks, bonds, and access to third-party managers through Schwab’s platforms.

Mindy Prow is a financial advisor at Parr McKnight Wealth Management Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Ameriprise Financial Services, and Merrill. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm’s approach combines long-term fundamental analysis with tactical trading, offering personalized financial planning and investment management across a range of asset types.

Jacob Abbott is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience working in the hospitality and social gaming sectors, as well as attending the University of Minnesota Duluth. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. Financial planning services are included as part of the advisory relationship, and the firm emphasizes structured “buffer” ETFs and technical methods in its investment approach.

Kimberly Hamlin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Allodium Investment Consultants, LLC and has previously worked at firms including Prowealth Financial, Cetera, and Voya Financial Advisors. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances, with a process that includes ongoing monitoring and quarterly reviews.

Rebekah Peterson is a financial advisor with Affiance Financial LLC, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Her prior experience includes a decade at Ameriprise Financial Services Inc. and a role at Private Client Services. Affiance Financial serves individuals, employer-sponsored retirement plans, charitable organizations, and businesses, providing both discretionary and non-discretionary investment management alongside financial planning and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach to asset allocation and offers a range of model strategies and alternative investment options.

Keller Lampert is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Stevens Foster in 2022, he worked at the University of St Thomas and Rosemount High School. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning, portfolio management, and integrated tax services. The firm uses a dedicated investment team and committee to create tax-aware, diversified portfolios and provides year-round tax strategies alongside investment advice.

Jacob Kogler is a CFP® professional with 13 years of experience in the financial industry. He has worked at Greater Midwest Financial Group, LLC since 2023 and was previously with Kestra Advisory and Kestra Investment Services from 2015 to 2023. Prior to his advisory roles, he served as a case manager preparing cases for advisors. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement plan consulting. The firm manages approximately $589 million in assets and employs a multi-faceted investment approach overseen by an internal committee, allocating assets across a diversified range of securities and offering both discretionary and non-discretionary management.

Dori Petroff is a financial advisor at Lifelong Wealth Advisors, Inc. with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Gradient Securities, Paladin Capital, Paladin Insurance, Paladin Financial, Cetera Advisor Networks, JRA Financial, and AdvisorNet Financial. Lifelong Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm employs a consultative, team-based approach and utilizes a range of investment vehicles, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Brent Mellum is a CFA charterholder with Stonebridge Capital Advisors LLC and has been with the firm since 2022. He has eight years of prior experience at Twile Capital Management. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth households, managing approximately $2.52 billion in client assets. The firm employs a committee-driven investment process that combines macroeconomic analysis and security-level research, supported by a specialized staff with institutional backgrounds.