Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a combination of charting, fundamental, and technical analysis to manage portfolios primarily consisting of mutual funds, ETFs, individual equities, and allocations to independent managers.

Maxwell Fox is a financial advisor with Scarecrow Advisors, LLC, holding a Series 65 designation and two years of industry experience. He also serves as a project manager for Scarecrow Trading, LLC, where he oversees marketing and data sourcing projects. Scarecrow Advisors, LLC provides discretionary investment supervisory services to individual and institutional clients, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to align portfolios with client goals and risk tolerances. The firm manages approximately $74 million in discretionary assets and employs a variety of trading strategies as appropriate.

Mary Jo Kohman is a CFP® and ChFC® with 36 years of industry experience. She is currently a financial advisor at BlueStem Wealth Partners, LLC, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services, LLC, American Enterprise Investment Services, Inc., and Columbia Management Investment Distributors, Inc. Outside of her advisory work, Kohman serves as Secretary on the Finance Committee of St. Michael Catholic Church and is the COO and financial advisor at LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes a fundamental analysis approach to long-term portfolio construction, offering a range of investment options and ongoing portfolio management tailored to client objectives.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. 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 employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked within the Thrivent Advisor Network and Thrivent Financial. Outside of advisory work, he is licensed as an insurance agent providing insurance services to clients. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across more than 2,000 discretionary accounts. The firm serves individual clients, high-net-worth households, trusts, retirement plans, and institutional clients using a combination of active and passive investment strategies, including tactical asset allocation, ESG integration, and direct indexing.

Matthew Arnold is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He has worked at Marks Group Wealth Management, Inc. since 2015 and was previously with LPL Financial, LLC. Matthew is based in Minnetonka, MN. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers financial planning, investment management, and wealth management services using multiple actively managed strategies and a combination of fundamental and technical analysis.

Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has previously worked at LPL Financial and First Command Brokerage Services. Plagens maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and executive compensation advice, utilizing an in-house investment team and tax professionals to provide customized, tax-aware strategies focused on risk management.

Carter Springer is a CFP® and holds a Series 66 license with five years of industry experience. He is affiliated with Tradition Wealth Management LLC in Edina, MN. His prior experience includes roles at Concourse Financial Group Securities Inc and Strapped LLC. 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 through model portfolios and a range of investment strategies including ETFs, mutual funds, and third-party managed accounts.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Seth Heimermann is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at The Advocate Group, LLC since 2019. Prior to joining the firm, he worked at Columbia Threadneedle Investments from 2014 to 2018. He is also the sole owner of Ronin Ventures, LLC, a small business consulting firm. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm’s approach centers on comprehensive financial plans aligned with client risk tolerance and objectives, with an emphasis on concentrated-wealth management and transition planning.

Jonathan London is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Oakwood Capital since 2014 and has prior experience with Oakwood Capital Securities, Inc. outside that period. In addition to his advisory role, London serves as a city council member in New Hope, MN. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management, utilizes third-party managers and model portfolios, and conducts annual reviews and reporting for client accounts.

Walter Albitz is a financial advisor at Contego Capital Group, Inc. with a Series 66 credential and experience spanning roles at Allianz Life Insurance Company of North America, Purshe Kaplan Sterling Investments, and Integrated Wealth Advisors. He has also worked in entrepreneurial and insurance capacities and served as a youth soccer official. Contego Capital Group is a SEC-registered investment adviser serving 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.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Anton Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cherry Tree Investments, Inc. since 1981. Christianson serves as a director of Titan Machinery Inc. and nine private companies, and he is a co-trustee for a family trust. Cherry Tree Wealth Management, LLC 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, asset allocation-focused investment approach using primarily passively managed institutional-class mutual funds and ETFs, with discretionary portfolio management and retirement plan consulting services.

Anthony Gray is a financial advisor at Empirical Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank NA, Merrill, and Bank of America. Empirical Asset Management provides discretionary investment management services to a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Felix Kopycinski is a financial advisor at Laurel Wealth Planning with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Northwestern Mutual and Intentional Enterprises, LLC, among other firms. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, and financial planning services. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and a committee-based approach to tailor investment programs and employs distinctive practices such as derivatives and option-writing strategies.

Jared Konen is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2022 and previously held roles at LPL Financial, Bernicke Wealth Management, and the City of Cambridge. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy focused on asset allocation and utilizes predominantly passively managed institutional-class mutual funds and ETFs.

Ryan Punch is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Punch & Associates Investment Management, Inc. since 2021 and previously spent three years at Ameriprise Financial. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a fundamentally driven, multi-cap, contrarian investment approach and manages portfolios on a discretionary, team-based basis while also serving as an adviser to private funds focused on micro-cap and nano-cap opportunities.

Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.