Anthony Parr is a CFP® with 38 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Parr owns FA Academy, which provides content creation and training for financial advisors, and serves as an advisory board member for the Horizon Agency. Parr McKnight Wealth Management Group offers personalized financial planning and investment advisory services to individuals, families, and institutional clients. The firm manages over $1 billion in assets across about 441 clients and emphasizes customized financial plans with a primarily long-term investment approach.

David Nye is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers, utilizing client profiling and third-party tools to guide program selection and management.

Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

Kyle Berg is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Private Client Services, LLC since 2017 and previously worked at Cetera Advisor Networks. Outside of his advisory role, Berg volunteers with the Rutherford PTA and coaches boys youth lacrosse in Stillwater, MN. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a range of platforms and manages over $1 billion across more than 3,200 client accounts.

Todd Witcraft is a financial advisor at Legacies Wealth LLC in Minnetonka, MN, holding the PFS™ and Series 63 designations with 11 years of industry experience. He has worked at Dougherty Wealth Advisers LLC since 2018 and previously at The KNW Group LLC and Dougherty Financial Group. Legacies Wealth LLC provides wealth-management services to individuals, trusts, estates, charitable organizations, and high-net-worth clients, offering comprehensive financial planning, tax and consulting services alongside portfolio management. The firm uses asset-allocation models based on capital-market assumptions and client time horizons, typically employing mutual funds, ETFs, individual securities, and third-party managers.

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.

W. Jillian Link is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 designation and 25 years of industry experience. Her career includes roles at Securities America Inc. and Osaic Wealth, Inc., and she has been with USAdvisors since 2012. Outside of advisory work, she owns Bear Cave Brewing, a business featuring a self-serve tap system, food service, and an event space. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of model portfolio strategies and fundamental security selection, sourcing models from multiple institutional providers to align portfolios with client objectives.

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 over 31 years of industry experience, currently serving at Nicollet Investment Management, Inc. since 2024. He has held prior roles at U.S. Bancorp Investments, U.S. Bank, JPMorgan Securities, and several wealth management firms. Nicollet Investment Management serves high-net-worth individuals, families, trusts, charitable organizations, companies, and retirement plans, offering discretionary investment management and wealth advisory services. The firm employs a team-based approach combining model portfolios, internally managed equity strategies, and customized fixed-income solutions.

Matthew Farris is a Series 65-licensed financial advisor at Bond & Devick Wealth Partners with five 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 through a nine-advisor team. The firm offers comprehensive portfolio management, asset management, and financial planning using a goals-based, fiduciary approach that incorporates fundamental, quantitative, and cyclical analysis, with ESG research available.

Luke De Benedetto is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with BlueStem Wealth Partners, LLC, where he has worked since 2023. Prior to that, he spent six years at Ameriprise Financial Services Inc. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as advisory services to institutional plan sponsors. The firm emphasizes customized financial planning and fundamental analysis with a long-term orientation, managing over $1.1 billion across an 18-advisor team.

Jordan Elling is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Marquette Wealth Management since 2023 and previously spent eight years at CliftonLarsonAllen Wealth Advisors, LLC. Marquette Wealth Management provides comprehensive financial planning and discretionary investment management to individuals, trusts, foundations, donor-advised funds, and select retirement plans. The firm emphasizes disciplined, factor-aware, and active management in less efficient market segments and offers both full-scope wealth management and standalone planning engagements.

Kari Haanstad is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Modus Advisors, LLC since 2018. Prior to joining Modus Advisors, Haanstad was associated with LPL Financial, LLC starting in 2017. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment strategies, including the use of derivatives and margin within separately managed accounts.

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.

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 at Marquette Wealth Management in Minneapolis, MN, with 12 years of industry experience. He has been with Marquette Asset Management since 2016. Marquette Wealth Management provides financial planning and discretionary investment management services to individuals, trusts, private foundations, donor-advised funds, and certain employee benefit plans. The firm employs a goal-driven, globally diversified asset allocation approach and integrates retirement, estate, tax, and charitable planning into its advice.