Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.

Cammack Byers is a financial advisor at Compass Capital Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Compass Capital Management, he worked at Road Machinery & Supplies Co. for two years. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm’s investment approach centers on fundamental research, with core equity portfolios focused on mid-to-large-cap growth companies and fixed income portfolios composed of A-rated or higher bonds arranged in laddered maturities.

Wyatt Schuster is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Everywhere Wireless, LLC and Sue & McLean Associates. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. The firm routinely offers financial planning as part of the advisory relationship and incorporates structured “buffer” ETFs and technical methods in its investment approach.

Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.

Aaron De Cock is a financial advisor with Christensen Group Financial, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. He has worked at Christensen Group Financial since 2022 and previously held positions at Kestra Investment Services LLC and DoorDash. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios and multiple investment strategies, including modern portfolio construction and trend-following, and is notable for the scale of its retirement plan practice relative to its discretionary assets under management.

Timothy Gunderson is a CFP® with 25 years of industry experience. He is currently with Tradition Wealth Management LLC and previously worked at Concourse Financial Group Securities Inc for 21 years. Outside of his advisory role, he owns and operates TWM Sports Management, which manages client assets unrelated to investment advisory services. 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 diverse investment approach including model portfolios and third-party managers, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Maxwell Carlos is a financial advisor at Laurel Wealth Planning in Edina, MN, holding a Series 65 designation with four years of industry experience. He previously worked at FFP Wealth Management, LLC, and Wells Fargo. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with wealth management, portfolio management, and financial planning services. The firm employs a multi-advisor team approach, utilizing fundamental and technical analysis alongside quantitative modeling and an Investment Committee to tailor investment programs and oversee approximately $395–396 million in client assets.

Timothy Merrill is an advisor at Star Capital Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also operates a sole proprietorship providing life and health insurance solutions. Star Capital offers discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm utilizes a disciplined investment process that combines fundamental analysis, quantitative screening, and macroeconomic perspectives to build portfolios across various strategies, including a specialized AI-thematic SMA.

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Richard Stoeckel III is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of his advisory work, he operates an online collectible retail business focused on older video games. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm primarily manages discretionary portfolios customized to client risk tolerance and goals, using a blend of technical, tactical, and fundamental analysis.

John Devereaux is a financial advisor at Oakwood Capital, Inc. in Edina, MN, with 22 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014, including prior roles at Oakwood Capital Securities, Inc. Devereaux also works as a sales representative for life, fixed annuity, and long-term care insurance. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to wrap-fee programs, typically managing portfolios on a non-discretionary basis while providing discretionary and third-party manager options.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

James Matejcek is a CFP® with 29 years of industry experience. He is affiliated with Everest Financial Group and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. He is also the owner of Matejcek Financial Corporation. Outside of his advisory roles, he serves on the board of the Plymouth Civic League, which promotes community engagement in Plymouth, MN. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using various analytical techniques and model asset allocation programs, managing over 2,600 clients with a team of 12 advisors.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, 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 manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Eric Turcott is a financial advisor at Abbey Street with four years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, Turcott is involved in real estate as a licensed realtor and has experience in construction and administration through his involvement with Turcott Construction and Jacobson Advanced Eye Care. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and portfolio management. The firm employs an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis with a focus on diversification and ongoing due diligence.

Michael Brocker is a financial advisor with Legacy Wealth in Woodbury, MN, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been associated with Legacy Wealth and its related entities since 2009. Brocker serves on the boards of Bethel University, Hope Academy, and New Life Academy, contributing strategic advice and fundraising efforts in non-investment roles. Legacy Wealth is a team firm managing approximately $546 million in assets across 493 client relationships, serving individuals, trusts, pension plans, and business entities. The firm provides comprehensive financial planning, retirement consulting, and discretionary portfolio management using a multi-method investment approach, including Biblically Responsible Investing screening.