Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

Allison Dugan is a CFP® with seven years of industry experience and is currently with Financial Perspectives in Minneapolis, MN. She has been with the firm since 2017, including prior roles at Bean Partners and the University of Minnesota. In addition to her advisory work, she assists with seasonal tax preparation through a separate affiliated accounting practice. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting. The firm utilizes account aggregation tools and may incorporate independent managers, cryptocurrency exposure, or ESG factors based on client preferences.

Kristen Mueller is a financial advisor at Strategic Asset Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Solidity Financial LLC and Securus Wealth Management DBA GPS Wealth Management. Outside of her advisory role, she is the founder and CEO of Birch River Financial Services, LLC, which provides fractional back-office operations and compliance consulting for independent registered investment advisers, and she is also licensed as an insurance broker. Strategic Asset Management LLC is a ten-advisor firm that provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on long-term strategies and discretionary management, supported by a multi-office presence and dual-licensed advisors.

Laura Bereiter is a CFP® and PFS™ professional at White Oaks Wealth Advisors, Inc. in Minneapolis, MN, with nine years of industry experience. She has been with White Oaks Wealth Advisors since 2015. White Oaks Wealth Advisors serves individual and high-net-worth clients as well as pension, profit-sharing, and charitable organizations by offering family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based approaches and a combination of active and passive investment strategies, with a notable organizational structure that includes affiliated investment advisers and a referral relationship with a federally chartered trust company.

Saul Baumann is a CFP® professional with 13 years of industry experience, currently serving at Allodium Investment Consultants, LLC since 2021. He previously worked at Securities America, Inc. and Laurel Wealth Planning, LLC. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, typically employing low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances.

Joseph Lucey is a CFP® with 12 years of industry experience, currently serving at Secured Retirement Advisors, LLC. He has been with Secured Retirement Associates, LLC and Secured Retirement Advisors, LLC since 2007. Outside of advisory services, he manages an insurance agency through which he sells insurance products. Secured Retirement Advisors is an SEC-registered firm that offers personalized financial planning, portfolio management, third-party adviser selection, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs both fundamental and technical analysis, including options strategies and structured products, to tailor portfolios to client objectives.

Todd Zipfel is a financial advisor with Feltl Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at U.S. Bancorp Investments, Inc. since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets, offering non-discretionary advice through wrap-fee advisory programs and maintains an affiliation with a broker-dealer.

Stephen Moseley is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Tealwood since 2016, as well as Fidelity Investments-PWMG since 2003. Tealwood Asset Management provides discretionary investment management and advisory consulting to a range of clients including individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework with formal quarterly reviews and performance reporting.

Turner Storm is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Marks Group Wealth Management, Inc. and has previously worked at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed strategies, combining fundamental and technical analysis, and utilizes both in-house and independent subadvisers to manage nearly $2 billion in client assets.

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.

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.

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.