Timothy Fahey is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 28 years of industry experience. He has been with Nicollet Investment Management since 2016 and previously worked at Northland Securities, Inc. from 2007 to 2016. He holds the Series 63 and Series 65 licenses. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm manages internally built growth equity strategies alongside customized fixed-income approaches and emphasizes participant education and group enrollment meetings for retirement plans.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.

Mallory Kretman is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently part of the six-advisor team at Laurel Wealth Planning in Edina, MN, where she has worked for over a decade. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers tailored wealth management and financial planning services, utilizing a combination of fundamental and technical analysis, derivatives, and option-writing strategies as part of its investment approach.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Nicholas Foulks is a financial advisor at Great Waters Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management, AdvisorNet Wealth Management, and Drake & Associates, LLC. Outside of his advisory role, he is the owner of Next Minute Mindset, LLC, where he works as an author and speaker. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and distinguishes itself with in-house tax preparation, insurance services, and strategic third-party partnerships.

Anthony Perala is a CFA® charterholder with four years of industry experience. He has been with Punch & Associates Investment Management, Inc. since 2021 and previously worked at Securian Asset Management for five years. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, including high-net-worth individuals, families, foundations, and government entities. The firm follows a multi-cap, fundamentally driven, and contrarian investment approach, managing portfolios on a team-based basis across various market capitalizations and offering specialized micro- and nano-cap strategies.

Coresa Cass is a CFP® professional with five years of experience, currently with Cornerstone Wealth Advisors, Inc. in Edina, MN. She has worked at Cornerstone since 2015. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process and quantitative analysis to construct long-term portfolios, conducts frequent portfolio reviews, and offers customized billing arrangements for select clients.

Alexander Eisch is a financial advisor at Great Waters Financial with four years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo N.A., The Prudential Insurance Company of America, and Pruco Securities LLC. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion for over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services through tiered programs that incorporate asset allocation, tax strategy, and specialized planning.

Jeffrey Jacobson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Colliers Securities since 2002. Jacobson serves as President of Colliers Insurance Agency and is a trustee on the NDSU Foundation Board of Trustees. 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 through both non-discretionary fee-based and discretionary wrap programs. The firm operates as both a registered broker-dealer and investment adviser and is affiliated with the broader Colliers group, providing access to insurance products alongside advisory and brokerage services.

Lewis Coffey is a financial advisor at Windsor Capital Management, LLC in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. He has been with Windsor Capital Management since 2011. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using fundamental, technical, and charting analysis, along with proprietary model portfolios including fixed income, ETFs, closed-end funds, and stock models, and serves other advisers through sub-advisory and co-advisory arrangements.

Christopher Nuth is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with six years of industry experience. He has worked at Compass Capital Management since 2017 and previously was employed at Augsburg University from 2015 to 2017. Compass Capital Management offers discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm employs a fundamental research-driven investment process, managing equity, fixed income, and balanced portfolios with an emphasis on mid- to large-cap growth companies and high-quality fixed income securities.

Cynthia Slater is a financial advisor with DSG Capital Advisors, LLC, holding Series 65 and Series 63 licenses and 18 years of industry experience. She previously worked at Hightower Securities, LLC and Hightower Advisors before joining DSG Capital Advisors. DSG Capital Advisors, LLC is an SEC-registered firm managing approximately $780 million for about 115 high-net-worth clients. The firm offers discretionary investment management, financial planning, retirement plan advisory services, and family office services, focusing on customized, primarily long-term portfolios that incorporate a variety of investment strategies tailored to client objectives and risk tolerance.

Jack Bridgeman is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC. Prior to his career in finance, he held positions at United Parcel Service and other companies. DSG Capital Advisors, LLC manages approximately $780 million for about 115 clients and offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses. The firm focuses on customized, primarily long-term portfolios using individual securities and a combination of quantitative and qualitative research methods.

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.

Jacob Thibault is a CFP® with one year of industry experience and is currently an advisor at BGM Wealth Management. His prior work includes roles at Lake Street Capital Markets and Geraty Investments. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated planning approach and formal affiliations with trust and accounting entities that provide access to specialized tax and trust administration services.

Will Johnson is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Great Waters Wealth Management and Advisornet Wealth Management. Johnson is also an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm uses a variety of analysis techniques and investment strategies, often employing third-party managers and model portfolios, and offers both stand-alone financial planning and consulting services.