Rachel Infante is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Teresa Devick is a Series 65-licensed advisor with Bond & Devick Wealth Partners, bringing nine years of industry experience. She has been with Bond & Devick Financial Corporation since 2006. Devick serves as a board member for CROSS Services, a food shelf and housing support organization, providing legal and donor relations assistance. Bond & Devick Wealth Partners is a six-advisor team managing approximately $615 million for individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, quantitative, cyclical, and ESG research to tailor portfolios, monitors and rebalances holdings regularly, and offers a limited wrap fee program for legacy and nonprofit clients.

Kathleen Nelson is a CFP® and PFS™ with 8 years of industry experience. She has been with SilverOak Wealth Management LLC since 2015. She is also a partner of an inactive accounting firm, Moquist Thorvilson & Kaufmann. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-related services, emphasizing individualized investment policy development and ongoing portfolio supervision.

Ryan Fossey is a financial advisor with Secured Retirement Advisors, LLC and holds Series 66, Series 63, and Series 65 licenses. He has 12 years of industry experience, including roles at Thrivent Investment Management, Fossey Capital Management, L.L.C., and FHI Group, where he served as General Manager and Portfolio Manager. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a combination of fundamental and technical analysis, option writing, and direct-indexing strategies, and incorporates AI tools in its investment process.

Dirk Van Krevelen is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Feltl Advisors and its affiliated broker-dealer, Feltl and Company, since 2014. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million for around 395 clients, primarily individual investors. The firm offers financial planning and portfolio management through wrap-fee advisory programs, generally operating on a non-discretionary basis where clients retain final approval of trades and allocations.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates several insurance and tax-related businesses alongside his advisory work, including an insurance agency and a tax preparation firm. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views, offering a variety of focused strategies and an AI-driven portfolio option.

Emily Meisinger is a CFP® professional with eight years of experience at The Advocate Group, LLC in Minnetonka, MN. She has been with the firm since 2015, serving as part of a team of nine advisors. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial plans that align risk, return objectives, and liquidity needs, with a focus on concentrated-wealth management and equity-concentration strategies.

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.

Kevin Distad is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Nepsis since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.

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.

Benjamin Fox is a financial advisor with Scarecrow Advisors, LLC, holding a Series 65 designation and bringing nine years of industry experience. He has worked with Scarecrow Advisors since 2020 and previously held roles at Strategic Income Advisors and as an insurance agent. Outside of advisory services, he serves as Vice President of Scarecrow Trading Inc., which provides trading signals to registered investment advisers and investment adviser representatives. Scarecrow Advisors, LLC offers discretionary investment supervisory services to individual and institutional clients, utilizing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset-allocation approaches. The firm manages approximately $74 million in discretionary assets and employs a range of strategies including limited options, short-term trading, and hedging to align portfolios with client goals and risk tolerances.

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.