Terra Johnson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Pine Grove Financial Group since 2020. Prior to joining Pine Grove, Terra worked at Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and CETERA Advisor Networks LLC. Terra is also a licensed insurance agent, selling fixed life insurance and annuities. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers.

Nathaniel Running is a CFP® professional with 28 years of experience, currently serving at Strategic Wealth Group. He has worked with Strategic Wealth Group Registered Investment Advisor, LLC and LPL Financial since 2016 and also owns Running Tax Service, LLC. Outside of financial advising, he is a minority investor in Fish Daddy Outdoors, LLC, a manufacturing business in Excelsior, MN. Strategic Wealth Group manages over $1.5 billion in discretionary assets and offers 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 guide asset allocation and investment selection, providing both discretionary and non-discretionary options tailored to client needs.

William Velgersdyk is a financial advisor with Strong Tower Advisory Services in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial advisory field, he worked in various roles including at Agiliti and Twin City Filter Service, and spent four years affiliated with the University of St. Thomas. Strong Tower Advisory Services provides discretionary portfolio management, financial planning, retirement-plan fiduciary, and financial consulting services to individuals, small businesses, trusts, and estates. The firm manages approximately $759 million in client assets and employs a total-return investment approach that combines capital appreciation and dividend income with risk management strategies including the use of derivatives and leverage.

Michael Granbois is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Kure Advisory, LLC since 2021 and previously spent ten years with Capital Asset Advisory Services, LLC. Outside of advising, he is involved with Mac Marketing, a wholesale annuities and insurance business he has operated since 2005. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm manages customized portfolios utilizing a variety of asset types and maintains coordination with tax and estate specialists as part of its client service.

Jacob Taylor is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Concourse Financial Group Securities. Outside of advising, Taylor serves as the head hockey coach at Lakeville North High School and owns a health and wellness business focused on fitness events and apparel. 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 employs model portfolios and continuous portfolio management using a variety of investment vehicles, with an investment committee that meets monthly and offers both discretionary and non-discretionary options.

Scott Johnson is a financial advisor at Feltl Advisors with 42 years of industry experience. He has been with Feltl and Company since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he works as a youth ski instructor at Blizzard Ski and Snowboard School on a contract basis. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through various wrap-fee advisory programs.

Mindy Prow is a financial advisor at Parr McKnight Wealth Management Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Ameriprise Financial Services, and Merrill. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving high-net-worth individuals, family offices, trusts, private foundations, and retirement plans. The firm’s approach combines long-term fundamental analysis with tactical trading, offering personalized financial planning and investment management across a range of asset types.

Jacob Abbott is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience working in the hospitality and social gaming sectors, as well as attending the University of Minnesota Duluth. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. Financial planning services are included as part of the advisory relationship, and the firm emphasizes structured “buffer” ETFs and technical methods in its investment approach.

Kimberly Hamlin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Allodium Investment Consultants, LLC and has previously worked at firms including Prowealth Financial, Cetera, and Voya Financial Advisors. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances, with a process that includes ongoing monitoring and quarterly reviews.

Rebekah Peterson is a financial advisor at Affiance Financial LLC with eight years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Ameriprise Financial Services Inc. from 2015 to 2025. Affiance Financial serves individual clients, employer-sponsored retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach and offers various model strategies alongside specialized services such as direct indexing and access to alternative investment portfolios.

Tyler Kuske is a CFP® with 11 years of industry experience, currently affiliated with Strategic Wealth Group in Eden Prairie, MN. He has held roles at Edward Jones and LPL Financial and operates Kuske Consulting LLC. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis, sub-advisors, and third-party manager programs to develop and manage client strategies.

Daniel Petkau is an investment adviser representative at Fiat Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fiat Wealth Management since 2022. He is also involved with Fiat Insurance Services, LLC and Foundations Investment Advisors LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, charitable organizations, and businesses, providing financial planning, discretionary portfolio management, and tax-related services.

Keller Lampert is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Stevens Foster in 2022, he worked at the University of St Thomas and Rosemount High School. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning, portfolio management, and integrated tax services. The firm uses a dedicated investment team and committee to create tax-aware, diversified portfolios and provides year-round tax strategies alongside investment advice.

Melissa Granlund is a financial advisor at BlueStem Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Granlund is also involved with LM Partners, LLC as a paraplanner. BlueStem Wealth Partners provides 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 offers a combination of discretionary and non-discretionary management, including access to insurance products through a platform partner.

Julie Grey is a CFA® charterholder with over two decades of industry experience, currently serving as a financial advisor at Tradition Wealth Management LLC since 2023. Prior to joining Tradition, she worked at Columbia Threadneedle Investments for 24 years. She is also involved in her own advisory entity, Julie Grey Wealth Management LLC. Tradition Wealth Management serves individual clients, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles. The firm employs a comprehensive investment process utilizing model portfolios, ETFs, mutual funds, and third-party manager programs.

Jacob Mc Cue is a CFP® and CFA® with five years of industry experience. He is currently with Secured Retirement Advisors, LLC in St. Louis Park, MN, where he has worked since 2024. His prior experience includes roles at Thrivent Financial, LPL Financial LLC, and US Bank. Outside of his advisory work, he is involved as an independent insurance agent with Secured Retirement Associates, LLC. Secured Retirement Advisors is an SEC-registered firm serving individuals, high-net-worth clients, and retirement plans with financial planning, portfolio management, third-party adviser selection, and pension consulting. The firm employs both fundamental and technical analysis and uses a mix of long- and short-term strategies, including options and structured products, with discretionary assets over $228 million as of December 2024.

Justin Marvin is a CFP® professional with 10 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2019 and was previously with Ameriprise Financial Services, Inc. from 2015 to 2019. Marvin is also involved with FP Tax & Accounting LLC, which assists with tax preparation. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory and financial planning along with access to independent managers. The firm conducts tailored client interviews, ongoing portfolio monitoring, and uses account aggregation tools to enhance reporting and implementation.

Ashley Milot is a financial advisor at Fiat Wealth Management with 10 years of industry experience. She has held roles at Fiat Wealth Management since 2021 and previously worked at Honkamp Krueger Financial Services Inc from 2016 to 2021. Milot holds Series 63 and Series 65 designations. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and third-party sub-advisers, provides discretionary portfolio management with periodic rebalancing, and emphasizes tax-sensitive planning tools alongside a range of investment products.

Nicholas Hohn is a CFP® with 12 years of industry experience and has been with Cahill Financial Advisors, Inc. since 2012. He holds the Series 66 designation and is based in Edina, MN. Outside of his advisory role, he is a member owner of an LLC that manages an office building leased to Cahill Financial Advisors. 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, emphasizing asset allocation and long-term holdings, and offers both discretionary and non-discretionary account management.

Paul Dwyer is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2017. Prior to this, he worked at Blue Clay Capital from 2013 to 2016. Punch & Associates serves a diverse client base, including high-net-worth individuals, institutions, and various types of funds. The firm employs a multi-cap investment approach focused on bottoms-up fundamental research, managing both discretionary portfolios and private micro- and nano-cap funds.