Spencer Davies is a CFP® professional with two years of industry experience, currently serving at BGM Wealth Partners. His prior work includes roles at Wells Fargo, Target, Northwestern Mutual, and Shoreland Country Club. Outside of advisory work, he holds a vice president and shareholder position at Lea Management Company, a real estate and management firm. BGM Wealth Partners is a team-based wealth management firm consisting of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves individual and high-net-worth clients, focusing on integrated financial planning and portfolio management supported by a multidisciplinary team that includes CFP and CPA/PFS credentialed professionals.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Christopher Vernier is a financial advisor at Marquette Wealth Management with 12 years of industry experience. He has been with Marquette Asset Management since 2016. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, trusts, private foundations, donor-advised funds, and employee benefit plans. The firm employs a goal-driven, globally diversified asset allocation approach and integrates retirement, estate, tax, and charitable planning into its advice.

Mark Vitelli is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Compass Capital Management Inc in Minneapolis, MN. He has been with Compass Capital Management since 2011. In addition to his advisory role, Vitelli is an adjunct instructor at the University of St. Thomas-Opus College of Business. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and high-net-worth individuals. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. 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 manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Joseph Schwarz is a CFA® charterholder with 17 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in client assets and employs a range of investment strategies including the use of derivatives and leverage, with a focus on asset allocation and regular portfolio monitoring.

Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.

Kayla Berceau is a CFP® professional with one year of experience at Birchwood Financial Partners, Inc. She has previously worked in care and support roles at Lyngblomsten Care Center and Alternatives for People with Autism. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm applies Modern Portfolio Theory in its investment approach, emphasizing asset allocation and manager selection tailored to client risk profiles.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

Eric Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. He is also involved with Tradition Wealth Management Insurance Agency LLC as an insurance sales agent. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a range of investment vehicles and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.

John Rudi is a CFP® professional with 17 years of industry experience. He is currently with Parr McKnight Wealth Management Group in Minneapolis, MN, where he has worked since 2024. Prior to this, he held roles at Wells Fargo Advisors and Wells Fargo Clearing. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for around 441 clients. The firm offers personalized financial planning and investment management, primarily serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans through a team of ten advisors.

Cade Johnson is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Thrivent. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in assets, employing a team-based approach that combines active and passive strategies with tax-aware asset allocations and offers services including discretionary portfolio management and supervision of held-away assets.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. 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 focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Brian Bohnsack is a financial advisor with 21 years of industry experience, currently with 360 Financial in Wayzata, MN. He holds a Series 66 designation and previously worked at Fleming Investment Group and CommonWealth Financial Network. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm emphasizes continuous account supervision and offers customized portfolios with a range of investment strategies, alongside educational webinars and workshops.

Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.

Kimberly Braley is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Up North Wealth Advisors and Wells Fargo Advisors. Outside of her advisory work, she operates a business called Walleye On A Stick. Vantage Point Wealth Management provides 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 advisory platforms, with quarterly account reviews and rebalancing.

Elizabeth Alward is a financial advisor at Compass Capital Management Inc with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Varde Partners for six years. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research approach with a focus on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

Denise Rich is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Denise is a member of the Minneapolis Women’s Rotary, where she volunteers in fundraising efforts benefiting women and children in Minnesota. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of asset-allocation model portfolios, fundamental security selection, and both long- and short-term strategies, sourcing model solutions from multiple institutional providers.