Michael Trudeau is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Strategic Wealth Group in Eden Prairie, MN, where he serves as part of a 23-advisor team. Trudeau’s prior experience includes roles at Thrivent Investment Management Inc. and managing his own advisory practice. He is also a board member of SMW Federal Credit Union, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Jon Breimhorst is a CFP® with 15 years of industry experience, currently serving at Oakwood Capital, Inc. since 2018. He previously worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, Wisconsin, including serving as secretary for the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, incorporating fundamental, technical, and cyclical analysis with at least annual reviews for client accounts.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Christopher Link is a CFP® and PFS™ with Series 66 registration and six years of experience at Silveroak Wealth Management LLC. He previously worked at Accredited Investors and BDO. 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 policies and ongoing portfolio supervision.

Brennan Skon is a CFP® with four years of industry experience, currently with The Advocate Group, LLC. He has previously worked at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. Brennan serves as Vice President of Financial on the board of the American Marketing Association–Minnesota Chapter. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm’s investment approach prioritizes comprehensive financial plans to guide asset allocation and emphasizes liquidity planning to reduce behavior-driven mistakes, with most portfolios managed on a discretionary basis.

Jennifer Oseth is a financial advisor at Compass Capital Management Inc with five years of industry experience. She holds a Series 65 credential and previously worked at Heritage Wealth Architects and Keller Williams. Outside of advising, she maintains an active real estate license. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning to both institutional and individual clients, utilizing fundamental research and a concentrated equity strategy complemented by fixed income portfolios and selected external fund managers.

Bixby Gilbertson is a CFP® with seven years of experience in financial advising. He is currently with Petros Family Wealth, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Home Mortgage. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $342 million in regulatory assets across more than 500 client relationships. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive strategies and coordinates with other professionals to implement recommendations.

Thomas Jenkins is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Petros Family Wealth in 2025, he worked at Wells Fargo Clearing Services, LLC for six years and served nine years in the United States Marine Corps. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach to managing approximately $274 million in regulatory assets for around 405 clients, utilizing risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

Camie Quigley is a financial advisor at Petros Family Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she operates an interior design and home staging business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in regulatory assets and offers both discretionary and non-discretionary portfolio management with a focus on risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

David Neal is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He holds a Series 65 designation and has been with Tealwood since 1998. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and utilizes a proprietary strategic risk management framework with regular account reviews and performance reporting.

Tracy Johnson is a CFP® and Series 65-registered advisor with five years of industry experience. She has worked at Geometric Wealth Advisors, LLC since 2021, following five years at Ameriprise Financial Services, Inc. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, through personalized wealth management that integrates discretionary investment management and comprehensive financial planning. The firm emphasizes long-term, broadly diversified, "passive but not-indexed" strategies and offers tax and estate planning support, including CPA-assisted tax services.

Cayden Saxon is a financial advisor at Financial Perspectives with one year of industry experience. He holds a Series 65 designation and previously worked at Golden Valley Country Club for nine years. Saxon also assists with tax preparation seasonally through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations with investment advisory, financial planning, and retirement plan consulting. The firm employs a multi-team model and offers tailored portfolio management using third-party managers and various custodial platforms, alongside affiliated tax preparation services.

Benjamin Lazarus is a CFA® charterholder with nine years of industry experience. He is currently a partner at Epiq Partners, LLC in Minneapolis, having joined the firm in 2025. Prior to Epiq, he worked at Capstone Investment Advisors and Parametric Portfolio Associates. Lazarus is also involved in a fintech venture, LOOP PORTAL LLC, which connects investment fund LPs to GPs. Epiq Partners serves individuals, families, and related entities such as pension plans and charitable organizations, providing investment consulting and portfolio management. The firm uses proprietary model strategies that combine concentrated security selection with equity options and private investments to manage approximately $291 million in discretionary assets.

Robert Klefsaas is a CFP®-certified financial advisor at All Star Financial in Minneapolis, MN, with 12 years of industry experience. He has worked at All Star Financial since 1992 and currently serves as chairman of the board for Bank Vista and as a director and advisor for ID Insight, a bank fraud software company. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management to a range of clients including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with global diversification and tactical asset allocation informed by macroeconomic indicators.

Michael Earl is a CFP® professional with 16 years of experience in the financial services industry. He is currently with The Wealth Group – Austin B. Colby & Associates, where he has worked since 2021. Prior to this, he was with Raymond James Financial Services Advisors Inc. from 2013 to 2021. Outside of his advisory role, he serves as a deacon at Emmaus Road Reformed Church, assisting with oversight of the church’s finances. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm customizes advice and portfolios to client objectives and risk tolerance, utilizing asset allocation, technical analysis, and trading strategies, and employs third-party platforms to manage held-away retirement assets.

Krista Ketelsen is a financial advisor at Navpoint Financial, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Navpoint Financial since 2003. In addition to her advisory role, she serves as Vice President, Chief Compliance Officer, and Corporate Secretary of the firm. Navpoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm provides discretionary investment management, comprehensive financial planning, and consulting on special projects, using a holistic, cost- and tax-efficient approach that incorporates employer benefit plans and concentrated positions.

Ryan Weiss is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior experience includes seven years at Entrust and earlier roles at Valmont Industries and full-time education periods. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios combined with fundamental, technical, and cyclical analysis.

Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Cory Carlson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Concourse Financial Group Securities and Proequities, Inc. He has also worked in private client services since 2025. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a range of investment strategies including model portfolios, ETFs, and third-party managers, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Spencer Rose is a financial advisor at Christensen Group Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Kestra Advisory Services LLC and Kestra Investment Services LLC. Outside of his advisory role, he is involved in property management as a landlord. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management for individuals and non-discretionary retirement plan consulting, using model portfolios and investment strategies tailored to client objectives and risk tolerance.