Tenner Stoe is a CFP® with nine years of experience in financial advising. He is currently with Boyum Wealth Architects LLC and has previously worked at firms including Bernicke Wealth Management, Great Valley Advisor Group, Fidelity Investments, and Edward Jones. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages portfolios on a discretionary, customized basis using various analytical approaches and investment vehicles tailored to clients’ risk tolerance, time horizon, and goals.

Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

John Hause is a financial advisor with Tradition Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Tradition Wealth Management since 2003 and spent over two decades at Concourse Financial Group Securities Inc. Additionally, Hause is an owner and producer at TWM Insurance, an affiliated insurance agency. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, and alternative investments, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Daniel Johnson is a CFP® with eight years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. He is also an independent insurance agent in Eden Prairie, MN, dedicating limited time to insurance sales during trading hours. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses tailored investment approaches and asset-allocation frameworks, and incorporates tools such as third-party aggregation platforms to manage held-away retirement assets.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation and primarily uses passively managed institutional-class mutual funds and ETFs.

Matthew Schwartz is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Great Waters Financial. His prior experience includes roles at Ameriprise Financial Services, AdvisorNet Wealth Management, and Great Waters Wealth Management. Outside of financial advising, he owns Ink & Ivy Designs, a floral design business. Great Waters Financial manages approximately $1.18 billion in assets and serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.

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.

Jason King is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has held roles within multiple Oakwood Capital affiliated entities since 2019 and previously worked at Prosperity Capital Advisors and other financial services companies. Outside of investment advisory, he serves as a business consultant for C2P Enterprises, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting 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 while conducting regular reviews and reporting for client accounts.

Keith Lunneborg is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Stevens Foster since 2019 and previously held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Management from 2009 to 2019. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation in client financial plans.

Heather Rezab is a financial advisor with Punch & Associates Investment Management, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Company, Wells Fargo Advisors Financial Network, and Larson Financial Group. Outside of her advisory work, she serves as a Notary Public for the State of Minnesota. Punch & Associates Investment Management serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and manages approximately $2.09 billion in discretionary assets.

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.

Jack Sowada is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with six years of industry experience. He holds a Series 66 designation and has previously worked at Concourse Financial Group Securities Inc and LPL Financial. Sowada serves as trustee and beneficiary of his own revocable trust. 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 utilizes model portfolios and provides continuous portfolio management with both discretionary and non-discretionary options, offering access to a range of investment vehicles including ETFs, mutual funds, and third-party managed accounts.

Rachel Krube is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Treadstone Funding, Varde Partners, and NUU Group. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and emphasizes fundamental research and valuation disciplines in its investment approach.

Sheri Rhyan is a financial advisor with Xcelsior Advisor Partners LLC and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Advisors, and NBC Securities. Outside of her advisory work, she owns and operates a residential cleaning and organizing business, Restoration4U, in Minneapolis. Xcelsior Advisor Partners LLC is a multi-office SEC-registered advisory team managing approximately $650.7 million for around 348 clients, including individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental analysis and modern portfolio theory to deliver discretionary portfolio management and financial planning services.

Brian Mcknight is a CFP® credentialed financial advisor with 27 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing over the past 15 years. Outside of his advisory work, he has ownership in and serves as trustee for ZPOZ Capital, a private investment-related entity. Parr McKnight Wealth Management Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion and employs a customized financial planning process that guides portfolio construction using fundamental analysis and a generally long-term investment horizon.

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.