Dominique Villaume is a financial advisor at Contego Capital Group, Inc. with 23 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Secured Retirement Advisors, The Ordway for Performing Arts, and Ameriprise Financial Services. Outside of her advisory role, she is involved with Cavalier Tax Support, LLC, a tax preparation and accounting business. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Nicole Roubik is a financial advisor at DAI Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with DAI Securities, LLC since 2018, following roles at Concorde Investment Services, LLC and Jodi K. Corrigan, CPA LLC. Outside of her advisory work, she has part-time experience assisting with accounting and tax preparation. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base, including individuals, institutions, and unique institutional clients such as sovereign wealth funds and municipal entities. The firm provides customized investment management and financial planning services through multiple account models and platform solutions.

Ethan Magnuson is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial, LLC and VPWM Advisors, LLC, as well as experience outside finance in education and childcare. He is also registered as an insurance agent through his sole proprietorship. Vantage Point Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with investment portfolios reviewed quarterly.

Kyle Thomas is a CFP® professional with seven years of experience in the financial industry. He is currently with Guardian Wealth Strategies, LLC, where he has worked since 2024. Prior to that, he held various roles at RBC Capital Markets, LLC from 2016 to 2024. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm offers comprehensive and scaled investment programs, employing a process that combines fundamental and technical analysis, client-specific investment policy statements, and discretionary trading authority.

Christopher Johnson is a financial advisor at Affiance Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Wealth Enhancement Group. Johnson also maintains a role as an independent insurance agent specializing in Accident & Health, Variable Life & Variable Annuities, and Life insurance. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a variety of model strategies with both passive and active elements.

Alexander Dunne is a CFP® professional with seven years of experience in the financial advisory industry. He has been with SilverOak Wealth Management LLC since 2015. The firm is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. SilverOak offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, financial education workshops, and implementation support, emphasizing individualized investment policies and ongoing portfolio supervision.

Brendan Halleron is a financial advisor at Affiance Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Affiance Financial and Private Client Services since 2017. Prior to his advisory career, he was employed by Cargill Inc for three years. He serves as a board member of Achieving Cures Together, a nonprofit focused on microbiome research and microbial disease cures. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a range of model strategies with blended passive and active investments.

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.

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.

Benjamin Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 31 years of industry experience. His career includes roles at New Era Financial Advisors, Inc., J.W. Cole Financial, Inc., and Concourse Financial Group Securities Inc. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations with approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, and specialized consulting services, implementing model portfolios and using a range of investment vehicles including ETFs, mutual funds, stocks, bonds, and third-party managed accounts.

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.

Jack Garrison is a CFP® professional with four years of industry experience, currently serving as an advisor at Strategic Wealth Group. His background includes roles at The Advisory Realty Group and ongoing employment with Kwik Trip. He also works as an assistant coach at Chanhassen High School. Strategic Wealth Group serves individuals, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services. The firm integrates fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked within the Thrivent Advisor Network and its affiliated entities from 2018 to 2025. He is also an insurance agent providing insurance sales services to clients. Cedar Cove Wealth Partners offers discretionary investment management and financial planning to individual and institutional clients, utilizing a combination of active and passive strategies, tactical asset allocation, and alternative investments. The firm oversees approximately $455 million in assets across more than 2,000 accounts, managing most portfolios on a discretionary basis and integrating estate planning services with an emphasis on client communication and education.

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.

Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been associated with LPL Financial since 2011. He maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and preparation, offering customized, tax-aware strategies overseen by an internal investment team and committee.

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.

Carter Springer is a CFP® and holds a Series 66 license with five years of industry experience. He is affiliated with Tradition Wealth Management LLC in Edina, MN. His prior experience includes roles at Concourse Financial Group Securities Inc and Strapped LLC. 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 through model portfolios and a range of investment strategies including ETFs, mutual funds, and third-party managed accounts.