Jill Smith is a CFP® with 12 years of industry experience and is currently affiliated with Vantage Point Wealth Management. Her prior work includes roles at LPL Financial LLC, Sagepoint Financial, and Foresters Financial Services. Jill is also a Notary Public. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a range of investment approaches, leveraging both in-house advice and third-party managers, and offers fiduciary services including ERISA 3(21) plan management and participant education.

Tanner Steele is a financial advisor with Affiance Financial LLC in St. Louis Park, MN, holding a Series 66 designation and with six years of industry experience. He has been with Affiance Financial since 2019 and is also affiliated with Private Client Services. Affiance Financial advises individual clients, retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm uses a top-down macroeconomic and fundamental analysis approach to develop client-specific asset allocations and offers a range of model investment strategies and alternatives portfolios.

Bradly Gotto is a financial advisor at Fiat Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked with several firms, including American Financial and Capital Asset Advisory Services. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, employing model portfolios and tax-sensitive tools alongside a range of investment products.

Grant Germscheid is a financial advisor with All Star Financial in Minneapolis, MN, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at BlueStem Wealth Partners, Ameriprise, LPL Financial, and PFG Advisors. He also operates as an independent insurance agent under his sole proprietorship. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management services to a broad client base including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified risk-based model portfolios with strategic asset allocation and periodic rebalancing.

William Johnson is a financial advisor at Tradition Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Tradition Wealth Management and Concourse Financial Group Securities Inc. In addition to his advisory role, he serves as a notary, providing document-signing services on an occasional basis. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm employs model portfolios and continuous portfolio management using ETFs, mutual funds, stocks, bonds, and third-party managers through Schwab’s platforms, with distinctive offerings including IPO participation guidance and pooled alternative investment programs.

Alexander Pengelly is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Capital Management Associates, Inc. since 2017 and Capital Management Securities, Inc. since 2016. Pengelly is also involved as a minority owner of Bridges Financial and serves as the 2026 Chairman of FPA Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and a manager-of-managers program. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term investment strategies, managing assets on mostly a non-discretionary basis.

Luke Aarestad is a financial advisor at E Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Protiviti, the University of St. Thomas, Ernst and Young, and Stonebridge Communities. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipal entities, other advisers, and insurance companies, following a Modern Portfolio Theory approach with an emphasis on asset-class allocation, low turnover, and tax efficiency.

Daniel Dugan is a financial advisor at Financial Perspectives with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, alongside his long tenure at Financial Perspectives starting in 2005. Outside of his advisory role, he is a 33% owner of FP Tax & Accounting, LLC, an affiliated tax preparation and accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers tailored portfolio management incorporating third-party managers and technology platforms, alongside an affiliated accounting practice that provides tax services separate from advisory agreements.

Herbert Richardson III is a financial advisor at Capital Management Associates Inc with 8 years of industry experience. He holds a Series 66 designation and has been associated with Capital Management Securities, Inc. and Capital Management Associates since 1995. Outside of his advisory role, he is involved with AMWAY in a non-investment capacity. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a range of analytical approaches and employs third-party asset managers within its Managed Accounts Program.

Shaun Westphal is a CFP® and ChFC® with 11 years of industry experience. He currently serves as an advisor at High Note Wealth, LLC, where he has worked since 2019. Prior to that, he was affiliated with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2011 to 2019. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and may engage third-party managers under solicitor arrangements.

Jonathan Bellm is a financial advisor with DSG Capital Advisors, LLC in Edina, MN. He holds a Series 66 designation and has three years of industry experience. Prior to joining DSG Capital Advisors, he worked at Raymond James Financial Services, Inc., Cambridge Trust, and Fidelity Investments among other roles. DSG Capital Advisors, LLC is an SEC-registered firm managing approximately $780 million for about 115 clients. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships of $5 million or more. DSG constructs customized portfolios using a range of investment vehicles and combines quantitative and qualitative research methods with continuous client communication and periodic reviews.

Jeremy Ballmann is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Focus Financial and MRK Financial Solutions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning and portfolio management. The firm combines investment management with tax planning and preparation, employing an in-house investment team and committee to create diversified, tax-aware portfolios focused on risk management.

Matthew Johnson is a financial advisor at Financial Perspectives with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments since 2013 while also serving at Financial Perspectives since 2011. Outside of his advisory roles, he is involved as a fundraiser and treasurer for RHS Back Court Club, where he reviews financials and manages budgeting. Financial Perspectives provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in regulatory assets through a multi-team model, offering tailored portfolio solutions with both discretionary and non-discretionary management.

Katherine Then is a Series 65 credentialed advisor with six years of industry experience. She has been with Laurel Wealth Planning since 2021 and previously worked at Stevens Foster Financial Advisors from 2004 to 2021. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing wealth management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis, quantitative modeling, and an Investment Committee to guide strategy, including the use of derivatives and option-writing strategies in separately managed accounts.

Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management with a range of investment options and coordinates with tax and estate specialists as part of its client service.

Scott Marquardt is a CFP® professional with 21 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Marquardt is a board member of the Kiwanis Club of Litchfield. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a combination of discretionary management, external manager oversight, and insurance products through a platform partner.

David Anderson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked at Concourse Financial Group Securities for 12 years and has been involved with Tradition Wealth Management since 2008. Anderson also serves as an agent for Tradition Wealth Management Insurance Agency, focusing on analyzing and writing term life insurance. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, consulting, and specialized services such as IPO participation guidance and ERISA fiduciary retirement plan services, using a model portfolio approach with ongoing portfolio management.

Marrissa Svenningsen is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Financial Perspectives since 1999 and has also been affiliated with Purshe Kaplan Sterling Investments since 2013. Outside of advising, she is involved with an affiliated tax preparation and accounting practice through FP Tax & Accounting, LLC. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing roughly $1 billion in assets through a multi-team advisory model. The firm offers customized portfolio management using both discretionary and non-discretionary approaches, incorporating third-party managers and various custodial and technology platforms, alongside an affiliated accounting service.

Christopher Leivermann is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Concourse Financial Group Securities, Park Avenue Securities, and Guardian Life Insurance. Outside of advising, he serves as an independent agent for life, disability, and long-term care insurance products. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, mutual funds, and alternative investments, with specialized offerings such as 1031 exchange consulting and ERISA fiduciary services.