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.

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.

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.

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.

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

Alan Carlson is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and is also an insurance agent for Alliance America, offering annuities, life insurance, and senior health products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, employing a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request.

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.

Daniel Boeckermann is a financial advisor with BGM Wealth Management in Bloomington, MN, holding a Series 65 designation and 28 years of industry experience. His work history includes roles at EntreBank, Venture Bank, and ongoing affiliations with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm’s integrated approach includes coordination across investment, tax, and estate matters, supported by a multidisciplinary staff and formal affiliations with trust and accounting entities.

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.

Samuel Johnson is a CFP® and ChFC® with five years of experience in financial advisory. He has worked at Boyum Wealth Architects LLC since 2023 and previously was with Paradigm, Strategies in Wealth Management, LLC from 2017 to 2023. His background also includes roles at Village Bank and the University of Minnesota. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Eric Mccarver is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at Normandy Investment Advisors since 2025. He previously worked for Commonwealth Financial Network for 26 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity engaged in securities and insurance business. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities with personalized wealth management, financial planning, and discretionary portfolio management. The firm employs a blended active/passive investment approach within an asset-allocation framework and utilizes options strategies for income and hedging.

Alexander Dunne is a CFP® and PFS™ with eight years of experience in the financial advisory industry. He has been with SilverOak Wealth Management LLC since 2015. SilverOak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-only financial planning, portfolio management, pension consulting, and tax-qualified employee benefit services, managing diversified portfolios with a formal due-diligence process and access to third-party manager programs.

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.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and commonly uses third-party managers and model providers in its portfolio implementation.

Robert Lawson is a CFP® with 17 years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC since 2020. He previously worked at Sns Financial Group, LLC (D/B/A Vector Wealth Management) and Vector Wealth Management, LLC. Outside of his financial advisory role, he is a musician performing guitar and vocals in two rock bands, POPBANG! and The Soul Trustees. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofits, corporations, and ERISA company retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment strategies.

Benjamin Fox is a financial advisor with Scarecrow Advisors, LLC who holds a Series 65 designation and has 10 years of industry experience. He has worked at Scarecrow Advisors since 2020 and previously at Strategic Income Advisors and as an insurance agent. In addition to his advisory role, Mr. Fox serves as Vice President of Scarecrow Trading Inc., a business that provides trading signals to registered investment advisers and representatives. Scarecrow Advisors, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary investment supervisory services. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both strategic and tactical asset allocation to align portfolios with client goals and risk tolerance.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a consultative, team-based approach that includes tailored strategies, asset allocation, portfolio construction, and employs proprietary model portfolios as well as derivative instruments in separately managed accounts.