Ross Brouwer is a financial advisor with BlueStem Wealth Partners, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He is also an investment specialist with LM Partners, LLC. 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 emphasizes fundamental analysis to build long-term portfolios and offers a combination of advisory services, including portfolio management and assistance with external money managers.

Robert Lawson is a CFP® with 17 years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC since 2020. He previously worked at Sns Financial Group, LLC (D/B/A Vector Wealth Management) and Vector Wealth Management, LLC. Outside of his financial advisory role, he 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 nonprofits, corporations, and ERISA company retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment strategies.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Lifelong Wealth Advisors since 2007, including a prior period before rejoining in 2024, with additional experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm employs a team-based approach and uses a range of investment vehicles, including proprietary model portfolios and derivatives within separately managed accounts.

Jon Otterness is a financial advisor at Vantage Point Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also operated as a sole proprietor since 2006. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platforms and programs.

Scott Airey is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, Airey serves as Vice-President of Networking for BNI. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, and tax-related services.

Mary Jo Kohman is a CFP® and ChFC® with 36 years of industry experience. She is currently a financial advisor at BlueStem Wealth Partners, LLC, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services, LLC, American Enterprise Investment Services, Inc., and Columbia Management Investment Distributors, Inc. Outside of her advisory work, Kohman serves as Secretary on the Finance Committee of St. Michael Catholic Church and is the COO and financial advisor at LM Partners, LLC. 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 emphasizes a fundamental analysis approach to long-term portfolio construction, offering a range of investment options and ongoing portfolio management tailored to client objectives.

Dana Buska is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Feltl & Company since 2006. Outside of her advisory work, Buska serves as a director on the church foundation board of the United Methodist Church in Minneapolis. Feltl Advisors provides investment advisory services primarily to individual investors who are not high-net-worth, as well as to 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 relationship with RBC, delivering advice on a non-discretionary basis.

Matthew Arnold is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He has worked at Marks Group Wealth Management, Inc. since 2015 and was previously with LPL Financial, LLC. Matthew is based in Minnetonka, MN. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers financial planning, investment management, and wealth management services using multiple actively managed strategies and a combination of fundamental and technical analysis.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, holding a Series 66 designation with 12 years of industry experience. He previously worked at Morgan Stanley for six years and has been involved with 705 5th Ave SE Partners LLC since 2018. Outside of investment advising, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships. The firm serves individuals, trusts, estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, offering customized portfolio strategies and a combination of advisory services with client education and outreach.

Grant Dressen is a financial advisor at 360 Financial in Wayzata, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Financial, Multiplan, Sezzle, Bank of America, Merrill, GRD Solutions, and UnitedHealthGroup. 360 Financial serves individuals, retirement plan sponsors, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and employs a range of investment strategies, emphasizing continuous, individualized account supervision and educational webinars.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Seth Heimermann is a CFA® charterholder with six years of industry experience. He has worked at Columbia Threadneedle Investments and The Advocate Group, LLC, where he has been since 2019. Outside of his advisory role, he is the sole owner of Ronin Ventures, LLC, a small business consulting firm. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm manages over $800 million in client assets and emphasizes comprehensive financial planning centered on aligning risk with client objectives, with a focus on concentrated-wealth management and equity-concentration strategies.

Joshua Nolby is a financial advisor at Kure Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Geneos Wealth Management, WFG Investments Inc., and Income Planning Group. Outside of his advisory role, he assists as an Investment Adviser Assistant at Capital Asset Advisory Services. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a variety of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Jonathan London is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Oakwood Capital since 2014 and has prior experience with Oakwood Capital Securities, Inc. outside that period. In addition to his advisory role, London serves as a city council member in New Hope, MN. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management, utilizes third-party managers and model portfolios, and conducts annual reviews and reporting for client accounts.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Anton Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cherry Tree Investments, Inc. since 1981. Christianson serves as a director of Titan Machinery Inc. and nine private companies, and he is a co-trustee for a family trust. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, asset allocation-focused investment approach using primarily passively managed institutional-class mutual funds and ETFs, with discretionary portfolio management and retirement plan consulting services.

Anthony Gray is a financial advisor at Empirical Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank NA, Merrill, and Bank of America. Empirical Asset Management provides discretionary investment management services to a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Christopher King is a financial advisor at Cedrus Wealth Group with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cedrus Wealth Group in 2025, he worked at II Technology and First Trust Portfolios, as well as Wells Fargo and its affiliates. Cedrus Wealth Group serves individual and high-net-worth clients, along with pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm uses a combination of fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in its client services.