Matthew Pearson is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 designation with 11 years of industry experience. He has been with Nepsis, Inc. since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management through a wrap-fee program with ongoing supervision and uses a variety of investment vehicles, while also providing research and educational products to other financial advisors.

Naveen Sharma is a CFP® with 32 years of industry experience currently serving at Nicollet Investment Management, Inc. He has held positions at firms including U.S. Bancorp Investments, U.S. Bank, and JPMorgan Securities. Sharma holds Series 63, 65, and 66 licenses. Nicollet Investment Management serves high-net-worth individuals, families, trusts, charitable organizations, companies, and retirement plans by providing discretionary investment management, wealth advisory, and financial planning. The firm employs a team-based investment process using fundamental analysis and diversification across equity and fixed-income strategies, managing approximately $557 million in discretionary assets.

Jon Meyer is a CFP® with 12 years of experience in financial advising. He has worked with BGM Wealth Partners and its related entities since 2013. Meyer is also a partner and 5% owner of Cornerstone Private Asset Trust Co. LLC, a trust company. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients. The firm manages approximately $517 million in client assets across 213 households, focusing on integrated financial planning and coordination of investment, tax, and estate matters.

Matthew Farris is a Series 65-licensed financial advisor at Bond & Devick Wealth Partners with five years of industry experience. His prior roles include positions at Exchange Capital Management, Mindful Asset Planning, Black Rock Inc, and Sidley Austin LLP. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm offers comprehensive portfolio management, asset management, and financial planning using a goals-based, fiduciary approach that incorporates fundamental, quantitative, and cyclical analysis, with ESG research available.

Luke De Benedetto is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with BlueStem Wealth Partners, LLC, where he has worked since 2023. Prior to that, he spent six years at Ameriprise Financial Services Inc. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as advisory services to institutional plan sponsors. The firm emphasizes customized financial planning and fundamental analysis with a long-term orientation, managing over $1.1 billion across an 18-advisor team.

Jordan Elling is a Certified Financial Planner® with nine years of industry experience. He has worked at Marquette Wealth Management since 2023 and previously spent eight years with CliftonLarsonAllen Wealth Advisors, LLC. He holds a Series 65 license and is based in Minnetonka, MN. Marquette Wealth Management provides financial planning and discretionary investment management for individuals, trusts, private foundations, donor-advised funds, and select employee benefit plans. The firm employs a goal-driven, globally diversified approach using mutual funds, ETFs, individual securities, fixed income, and alternative assets, supported by a systematic, research-informed process and regular committee portfolio reviews.

Kari Haanstad is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Modus Advisors, LLC since 2018. Prior to joining Modus Advisors, Haanstad was associated with LPL Financial, LLC starting in 2017. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment strategies, including the use of derivatives and margin within separately managed accounts.

Mark Gierach is a financial advisor at Stiles Financial Services, Inc. in Edina, MN. He holds a Series 65 designation and has six years of industry experience, including six years at Bremer Bank and four years with Stiles Financial Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio program, emphasizing diversification, asset allocation, risk management, and generally long-term buy-and-hold investment strategies.

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.