Jacob Ferrin is a financial advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, Minnesota. He holds a Series 65 designation and has been with the firm since 2026. Prior to his advisory role, Ferrin worked at Hazeltine National Golf Club for four years and was a full-time student for eleven years. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, specializing in tailored asset allocation and both discretionary and non-discretionary portfolio management. The firm incorporates tax considerations and regular portfolio reviews into its investment approach.

Mark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of the Conquering King Fellowship, a nonprofit organization. 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 manages $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis, third-party manager programs, and model management to build and monitor client strategies.

Paige Heltemes is a financial advisor at The Wealth Group – Austin B. Colby & Associates with six years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services and Paul A Knier, Inc. Her background includes roles in academic settings at North Central University, St. Cloud State University, and Anoka Ramsey Community College. The Wealth Group provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on asset allocation strategies tailored to client risk profiles and integrating tax considerations into portfolio management.

Tyler Hirth is a CFP® professional with 19 years of industry experience, currently serving at Strategic Wealth Group. He has held various roles in wealth management and tax services since 2007, including operating Running Tax Services, LLC and Running Wealth Management Group MN, Inc. Tyler is also a non-profit board member of NAIFA. Strategic Wealth Group is a team-based advisory firm providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and integrates fundamental and technical analysis with outside manager programs and brokerage services.

Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

Eric Schierhorn is a CFP® professional with four years of industry experience. He has been with Abbey Street since 2019, including his current role starting in 2022, and previously worked at Anglet Hormadi. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, private wealth planning, portfolio management, and fiduciary oversight. The firm employs an independent, fiduciary-oriented investment process combining quantitative and qualitative analysis to support discretionary mandates and committee decision-making.

Ryan Scott is a Series 65-licensed financial advisor with Abbey Street, where he has worked since 2025. He has experience outside the financial industry at The Refuge Golf Club and in education with the Andover School District. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing consulting, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis.

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

Zachary Lea is a financial advisor at Strategic Wealth Group with a Series 65 designation and approximately one year of industry experience. Prior to joining Strategic Wealth Group and LPL Financial in 2026, he worked at Cargill from 2024 to 2026 and was a full-time student from 2016 to 2024. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis for asset allocation and investment selection, offers ongoing fiduciary advice alongside non-discretionary options, and integrates broker-dealer and insurance activities within its business model.

Daniel Johnson is a CFP® credentialed financial advisor with nine years of industry experience. He has been with The Wealth Group – Austin B. Colby & Associates since 2019 and previously worked at Raymond James Financial Services. Johnson also serves as an independent insurance agent on a limited basis. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and tax considerations. The firm offers both discretionary and non-discretionary portfolio management, periodic financial planning, and manages held-away retirement accounts through a third-party platform.

Nicholas Davidson is a financial advisor at Strategic Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities for eight years. Outside of his advisory role, Davidson is involved in coaching and player development for youth hockey programs, including roles with Dodge County Youth Hockey and USA Hockey. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and utilizes a combination of fundamental and technical analysis, third-party manager programs, and quarterly account reviews to develop client strategies.

Amanda Berry is a CFP® professional with 13 years of industry experience currently affiliated with Strategic Wealth Group in Eden Prairie, MN. Her work history includes roles at LPL Financial and operating as a sole proprietor. In addition to her financial advisory responsibilities, she provides tax preparation and accounting services. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages $1.54 billion in discretionary assets and utilizes both fundamental and technical analysis to develop client investment strategies.

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.

Michael Earl is a CFP® professional with 16 years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates. He previously worked at Raymond James Financial Services Advisors Inc. for eight years. Outside of his advisory role, he serves as a deacon at Emmaus Road Reformed Church, where he provides oversight of church finances. The Wealth Group – Austin B. Colby & Associates offers investment advisory and financial planning services to individuals and high-net-worth clients, focusing on asset allocation tailored to client risk profiles and incorporating tax considerations, regular account reviews, and technology-driven portfolio adjustments.

Krista Ketelsen is a financial advisor at Navpoint Financial, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Navpoint Financial since 2003. Krista also serves as the firm's Vice President, Chief Compliance Officer, and Corporate Secretary. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm offers discretionary investment management, comprehensive financial planning, and special-project consulting using a holistic, total-portfolio approach that emphasizes cost- and tax-efficiency.

David Martell is a financial advisor with Navpoint Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Navpoint Financial since 1998 and serves as the firm's President and CEO. Outside of his advisory role, Martell is a member of the Planning Commission for the City of Credit River, where he advises on land use policies. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach incorporating employer benefits and concentrated positions, using a range of strategies and adjusting portfolios based on market and client needs.

Nathan Richter is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at LeaderOne Financial, LPL Financial, and Great Valley Advisor Group, among others. Richter also operates as a sole proprietor and has been involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various business activities. 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 asset allocation and investment selection, manages $1.54 billion in discretionary assets, and offers both ongoing fiduciary advice and options for clients to retain non-discretionary control.

Bailey Sauve is a financial advisor at Abbey Street with a Series 65 designation and one year of industry experience. Prior to joining Abbey Street, Bailey served in the Minnesota Army National Guard and worked at Jupiter Wealth Planning and the University of Wisconsin River-Falls Foundation. Bailey’s background also includes community involvement through roles at the Northfield Area Family YMCA and educational institutions. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth planning for individuals, families, and organizations. The firm employs an independent, fiduciary-oriented investment approach that integrates quantitative and qualitative analysis with an emphasis on diversification and ongoing due diligence.

Roger Sexter is a financial advisor with USAdvisors Wealth Management, LLC in Eden Prairie, MN. He has 48 years of experience in the industry, including roles at Securities America Inc. and Osaic. In addition to his advisory work, he owns an antique sales business and is an independent insurance agent. USAdvisors Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset-allocation strategies with model portfolios from multiple third-party providers, managing accounts on a discretionary basis with regular reviews.