Brittany Metzig is a CERTIFIED FINANCIAL PLANNER™ at Bond & Devick Wealth Partners with 26 years of industry experience. She has been with Bond & Devick since 2016. Outside of her financial advisory role, she is involved in direct sales as a stylist for Farmasi, focusing on skincare, makeup, and hair care products. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, offering services that include portfolio management, financial planning, and ESG research.

Bryan Johnson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to tailor investment solutions.

James Quinn is a CFA® charterholder and Series 66 licensee based in Minneapolis, MN, with four years of industry experience. He currently serves as an advisor at EPIQ Partners, LLC and has previously worked at US Bank Private Wealth, Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and The Ayco Company, L.P. EPIQ Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary models focusing on concentrated, high-conviction portfolios combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Nicholas Fahrendorff is a CFP® professional with three years of experience at Pine Grove Financial Group. His prior work includes roles at Solutran, Domino's Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team managing approximately $1.5 billion across about 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering discretionary asset management, financial planning, and fiduciary services.

Nicholas Johnson is a CFP® with 14 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2018. His prior roles include positions at Northwestern Mutual Wealth Management Company and FFP Wealth Management. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, offering comprehensive portfolio management and financial planning with strategies including individual securities, mutual funds, ETFs, options, and select private investments.

James Leggott is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Corestone Wealth Management, 20/20 Financial, and Premier Financial. Leggott is licensed to sell insurance in addition to his advisory role. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and technical analysis, emphasizing long-term trading and regular monitoring while providing services without account minimums.

Jason Johnson is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Pine Grove Financial Group, where he has worked since 2020. His prior roles include positions at AdvisorNet Wealth Management, Kadence Wealth, Cetera Advisor Networks, and AIG Capital Services. Outside of his advisory work, he is also an insurance agent focusing on life, annuities, and long-term care products. Pine Grove Financial Group serves individuals, including high-net-worth clients, as well as retirement plan sponsors and participants, managing approximately $1.5 billion across about 1,400 client relationships. The firm offers discretionary asset management, written financial planning, and fiduciary consulting and management services, with an investment approach emphasizing value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Jessi & the team at Penobscot Financial Advisors serve clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from changing jobs and handling inheritances, to preparing for retirement and enjoying retirement. PFA works as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized. We offer both Financial Planning + Asset Management or stand-alone Financial Planning. PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly. As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.

Dylan Malberg is a CFP® and holds Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Secured Retirement Advisors, LLC since 2016. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Secured Retirement Advisors manages approximately $255 million for around 600 clients, offering personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a range of investment strategies including option writing and incorporates direct-indexing and AI tools in its process.

Andrew Tate is a CFP® and ChFC® with 25 years of industry experience. He has been with Cahill Financial Advisors, Inc. since 2020 and previously worked at C.R.I. Securities, Inc., North Star Consultants, Securian Financial Services, and Minnesota Life Insurance Company for 19 years. He serves as a volunteer board member for BESTPREP. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm designs investment policies based on client objectives and risk tolerance, implementing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

John Feste is a financial advisor with Marks Group Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Feste has been with Marks Group Wealth Management since 2008, and previously worked at LPL Financial from 2008 to 2021. Marks Group Wealth Management primarily advises high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through a combination of actively managed strategies and oversight of independent subadvisers.

Gregory Blenkush is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has worked at Cahill Financial Advisors, Inc. since 2018 and previously spent nine years at Feltl and Company. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its advisory platform.

Hunter Hillstrom is a CFA® charterholder with three years of industry experience. He has worked at The Advocate Group, LLC since 2022 and previously spent six years with Pohlad Investment Management, LLC. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm emphasizes comprehensive financial planning centered on aligning risk with client objectives and managing equity-concentration strategies within broader financial plans.

Walter Fleak is a financial advisor at Focus Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primerica Advisors and AXA Distributors. Outside of financial advising, he owns Fleak Consulting Inc., which provides marketing and IT consulting to non-financial services clients. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services with a diversified investment approach.

Adam Hub is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Avila Wealth Management and ClearStep Financial. Outside of his advisory role, he is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services with investment approaches tailored by individual advisors and approved third-party managers.

Seth Wagner is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 65 designation and seven years of industry experience. He worked at Cambridge Investment Research and its affiliates from 2016 to 2020 before joining Berger Financial Group in 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary, long-term investment strategies based on fundamental analysis and manages portfolios across a variety of asset types, often on a discretionary basis with regular client reviews.

Casey Hayden is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Mutual Advisors, he worked at Guncheon Financial, Nicollet Investment Management, Stonebridge Capital Advisors, and other firms. Outside of advisory work, he serves on the boards of several nonprofit organizations focused on victims of trafficking and domestic violence and is involved in business ventures related to estate planning and outdoor recreation. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to a wide range of clients including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm blends active and passive strategies and offers unique operational features such as risk-tolerance assessments, directly held account platforms, and services tailored for sovereign wealth funds and other institutional clients.

Sam Pirozzolo is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation with one year of industry experience. His work background includes roles at Berger Financial Group and prior experience in the hospitality and retail sectors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning and preparation, succession planning, and retirement plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Ross Levin is a CFP® with 13 years of industry experience, currently serving at Accredited Investors Wealth Management in Edina, MN. He has been associated with Accredited Investors Inc. since 1985, spanning over 40 years in total with the firm. Accredited Investors Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management to a diverse client base including individuals, families, trusts, foundations, charitable organizations, and businesses. The firm follows a mean-reversion investment approach managed by an Investment Committee, utilizing a variety of investment vehicles and emphasizes a collaborative, values-driven process with dedicated client teams.

Jina Penn Tracy is a Series 66 licensed financial advisor with 21 years of industry experience, currently with Vanderbilt Advisory Services since 2017. She previously worked at Financial West Group from 2010 to 2017. Outside of her advisory role, she is involved in sustainability and energy sectors, serving as a board member for Fresh Energy and as a business strategy advisor and board member for Renew Power Systems Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.