Wendy Waalen is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Oakwood Capital since 2011 and Oakwood Capital Securities since 2009. Outside of her advisory role, she is involved part-time with Valan Products and conducts recreational eBay sales. 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, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options utilizing in-house and third-party model portfolios.

Tucker Schumacher is a financial advisor at Tradition Wealth Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Private Client Services and Concourse Financial Group Securities Inc. Outside of his financial career, he has been a high school hockey coach in Lakeville, Minnesota, since 2021. Tradition Wealth Management serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and charitable organizations. The firm provides portfolio management, financial planning, third-party manager selection, and retirement-plan advisory services, utilizing a comprehensive investment process that includes model portfolios, ETFs, individual securities, and alternative investments.

Benjamin Wheeler is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008 and previously worked at IDS Life Insurance Company. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in assets across several hundred client relationships, using asset allocation strategies that include equities, ETFs, mutual funds, and derivatives, with regular portfolio monitoring and formal reviews.

Andrew Matysik is a financial advisor at Punch & Associates Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Punch & Associates since 2002. Punch & Associates serves a broad range of clients including high-net-worth individuals, foundations, pension and profit-sharing plans, and government entities. The firm employs a multi-cap investment approach emphasizing bottoms-up fundamental research and offers discretionary portfolio management alongside wealth advisory services.

Andrea Eaton is a CFP® professional with 12 years of experience in financial advising. She has been with Cornerstone Wealth Advisors, Inc. since 2004. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios and conducts portfolio reviews at least six times per year.

Matthew Pearson is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 designation with 11 years of industry experience. He has been with Nepsis, Inc. 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 offers investment management through a wrap-fee program with ongoing supervision and uses a variety of investment vehicles, while also providing research and educational products to other financial advisors.

Naveen Sharma is a CFP® with 32 years of industry experience, currently serving at Nicollet Investment Management, Inc. since 2024. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, JPMorgan Securities, and Merrill, among others. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships, offering discretionary portfolio management, integrated wealth advisory, and ERISA plan services. The firm utilizes model strategies and customized allocations tailored to clients’ objectives and emphasizes client education and communication alongside traditional advisory services.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Daniel Sullivan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Highmark Wealth Management LLC since 2016. He previously worked at the University of St. Thomas from 2014 to 2018. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm manages portfolios using mutual funds, ETFs, individual equities, and independent managers, employing charting, fundamental, and technical analysis in its investment process.

Jon Meyer is a CFP® with 13 years of industry experience, currently serving as an advisor at BGM Wealth Management. He has been with BGM Wealth Partners since 2016. Meyer is also a 5% owner and partner at Cornerstone Private Asset Trust Co. LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients, managing approximately $517 million in assets. The firm offers comprehensive financial planning and portfolio management with a focus on integrated planning across investment, tax, and estate matters, supported by a multidisciplinary team including CFP and CPA/PFS professionals.

Joshua Brocker is a CFP® professional with nine years of experience in financial advising. He is currently with Legacy Wealth in Woodbury, MN, where he has worked since 2020. Prior to joining Legacy Wealth, he held roles at M HOLDINGS SECURITIES, Inc. and Ameriprise Financial. Outside of his advisory work, Brocker serves as a committee member for New Life Academy, a private school, where he assists with fundraising events and foundation investments. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, and sector analysis, along with Biblically Responsible Investing, and manages approximately $475 million in discretionary assets.

Matthew Farris is a financial advisor at Bond & Devick Wealth Partners in Saint Louis Park, MN, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Exchange Capital Management, Mindful Asset Planning, Black Rock Inc, and Sidley Austin LLP. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a mix of fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research.

Jordan Elling is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marquette Wealth Management. He previously worked for eight years at CliftonLarsonAllen Wealth Advisors, LLC before joining Marquette in 2023. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, alongside consulting and fiduciary services for employee benefit plans. The firm employs a disciplined, research-driven investment process focused on global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact advisory team.

Mark Gierach is a financial advisor at Stiles Financial Services, Inc. in Edina, MN. He holds a Series 65 designation and has six years of industry experience, including six years at Bremer Bank and four years with Stiles Financial Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio program, emphasizing diversification, asset allocation, risk management, and generally long-term buy-and-hold investment strategies.

Spencer Davies is a CFP® professional with two years of industry experience, currently serving at BGM Wealth Partners. His prior work includes roles at Wells Fargo, Target, Northwestern Mutual, and Shoreland Country Club. Outside of advisory work, he holds a vice president and shareholder position at Lea Management Company, a real estate and management firm. BGM Wealth Partners is a team-based wealth management firm consisting of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves individual and high-net-worth clients, focusing on integrated financial planning and portfolio management supported by a multidisciplinary team that includes CFP and CPA/PFS credentialed professionals.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Christopher Vernier is a financial advisor with Marquette Wealth Management in Minnetonka, MN, where he has worked for 10 years. He holds 12 years of industry experience. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, as well as consulting and fiduciary services for employee benefit plans. The firm’s investment process emphasizes global asset allocation, diversification, and factor-aware active strategies in less efficient markets, managing over $1.06 billion in discretionary assets with a small advisory team.

Brett Skrede is a financial advisor with Legacy Wealth in Woodbury, MN, holding a Series 65 designation. He joined Legacy Wealth in 2022 and has prior work experience in various roles including at DoorDash and Olive Me Chiropractic. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment process and offers Biblically Responsible Investing options alongside portfolio management and retirement-plan consulting.

Mark Vitelli is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Compass Capital Management Inc in Minneapolis, MN. He has been with Compass Capital Management since 2011. In addition to his advisory role, Vitelli is an adjunct instructor at the University of St. Thomas-Opus College of Business. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and high-net-worth individuals. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Jared Holt is a CFP®-certified financial advisor at Pine Grove Financial Group with 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Jared is also a licensed insurance agent. Pine Grove Financial Group serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary asset management, financial planning, and fiduciary consulting. The firm employs a value investing approach with strategic asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.