Stephanie Sutton is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at BlueStem Wealth Partners, LLC since 2023 and previously spent seven years at Ameriprise Financial Services, Inc. Outside of her advisory role, she is an associate financial advisor with LM Partners, LLC. BlueStem Wealth Partners, LLC offers personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm serves a broad retail client base as well as institutional plan sponsors, employing a customized financial planning process and a primarily long-term investment approach using a variety of asset classes and specialized instruments.

Benjamin Olson is a Series 65-licensed financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN, bringing nine years of experience at the firm and eight years in related roles. His background includes positions with University Investment Advisors and Guardian Tax L.L.C., as well as involvement in Guardian Insurance Solutions, LLC, where he acts as an insurance agent. Outside of his advisory work, he previously managed Cimarron Rock Enterprises for a decade. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with approximately $944 million in assets under management.

Sara Schreiber is a financial advisor at Cedar Cove Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Thrivent Investment Management and Purshe Kaplan Sterling Investments. In addition to her advisory role, she is a licensed insurance agent providing insurance services to clients as needed. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across individual, high-net-worth, institutional, and retirement-plan clients. The firm employs a combination of active and passive investment strategies, including tactical asset allocation and ESG integration, and offers estate-planning coordination and securities-backed lending referrals.

Aaron Seiffert is a financial advisor with BlueStem Wealth Partners, LLC in Minnetonka, MN. He holds a Series 66 designation and has four years of industry experience, including prior roles at Ameriprise and 3D Money. Outside of advisory work, he serves as treasurer for Harvest Community Church in Litchfield, MN. BlueStem Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized planning process and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, and alternative funds, managing over $1.1 billion with an 18-advisor team.

Merissa Perkins is a CFP® and ChFC® with 11 years of experience in the financial industry. She has been with Caissa Wealth Strategies since 2016 and previously worked at Investment Centers of America and Fintegra, LLC. Perkins is part of a six-advisor team based in Bloomington, MN. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers financial planning and access to private and alternative investments.

Michael Babicz is a CFP® at Pine Grove Financial Group with one year of industry experience. Prior to joining Pine Grove, he worked at Capital Strategies Investment Group and JP Morgan. He also has a background in media from his time at Wave Media Company. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with a $5 million relationship threshold. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services using customized, primarily long-term portfolios constructed with a combination of individual securities and alternative investments.

Carl Lymangood is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing for seven years and served nine years in the Minnesota Army National Guard. Outside of advising, he owns and operates a container storage leasing business. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses. The firm employs a tax-aware, risk-adjusted approach that combines active and passive strategies across various asset classes and coordinates with other professionals to implement tailored recommendations.

Sharon Bloodworth is a CFP® with 10 years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has worked with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors offers wealth management, discretionary investment management, family office services, and financial planning to individual, high-net-worth, family office, and accredited investor clients. The firm employs a proprietary investment model that combines diversified Core and Private Funds, supported by independent research and ongoing performance reviews, and provides comprehensive family office functions alongside its investment services.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with RIA Advisory Group since 2014 and also leads Stier Law Offices, where he provides legal advice on estate planning and other matters. His dual background includes nearly three decades in legal practice alongside his advisory role. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, and trusts. The firm offers discretionary portfolio management using a variety of investment types and employs an investment process that incorporates charting, fundamental, and technical analysis.

Sabrina Fay is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 13 years of industry experience. She currently works at Bond & Devick Wealth Partners and has previously held roles at Ameriprise and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a leadership role as Immediate Past Chair, and advises Minnesota State University's Women Certificate Program. She also contributes as a subject matter expert for HCPL Global and writes assessments related to Certified Financial Planner topics. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning with an emphasis on individualized strategies and ESG research.

Maxwell Lawrence is a CFP®-certified financial advisor with two years of industry experience. He is currently with Boyum Wealth Architects LLC and previously worked at MD Financial / Vestment Financial and Eide Bailly, LLP. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a discretionary, customized approach that incorporates technical, tactical, and fundamental analysis, tailoring allocations to each client’s risk tolerance and goals.

Rachel Schleer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. Schleer is based in Bloomington, MN. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and utilizes a range of investment instruments beyond traditional securities.

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.

Allen Le May is a financial advisor at Strong Tower Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining Strong Tower Wealth, he held roles at Gratus Funds, ServiceNow, Oracle, Butterfly Network, and Workday. Strong Tower Advisory Services manages approximately $759 million in client assets and serves individuals, high-net-worth clients, small businesses, trusts, estates, and retirement plan sponsors. The firm employs a total-return investment approach that combines capital appreciation, dividend income, and risk management through customized and model portfolios, tactical rebalancing, and hedging strategies utilizing ETFs, mutual funds, stocks, bonds, and options.

Todd Swenson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He currently serves as an advisor at Cherry Tree Wealth Management, LLC and previously worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation for nearly three decades. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm emphasizes asset allocation and long-term buy-and-hold strategies using primarily passive, institutional mutual funds and ETFs.

Ryan Fossey is a financial advisor with Secured Retirement Advisors, LLC and holds the Series 66, Series 63, and Series 65 designations. He has 12 years of industry experience, including roles at Thrivent Investment Management, Fossey Capital Management, FHI Group, and Merrill. 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 mix of fundamental and technical analysis, utilizes option strategies, and incorporates direct-indexing and AI tools in its investment approach.

Annasia Ford Mc Collum is a financial advisor with Bernicke Wealth Management in Woodbury, MN, holding a Series 66 license and three years of industry experience. Prior to joining Bernicke Wealth Management, she worked at LPL Financial, LLC and Northwestern Mutual. She is also a licensed notary public in the State of Minnesota. Bernicke Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, foundations, trusts, corporations, and retirement plan sponsors. The firm employs a macroeconomic, top-down asset allocation strategy and integrates financial planning with an AI-driven quantitative pre-screening model, offering a broad client mix that includes institutional and plan sponsor relationships.

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.