Douglas Mock is a financial advisor with Everest Financial Group in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His career includes roles at Osaic Wealth, Inc. since 2024 and Securities America Advisors, Inc. from 2006 to 2024. In addition to his advisory work, he founded the Tax and Retirement Resource Center in 2010, where he educates clients on retirement planning topics such as Social Security, Medicare, and tax strategies. He also owns Doug Mock Tax Advisors, providing tax preparation and planning services. Everest Financial Group serves individual clients, high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, using a variety of analytical techniques and model asset allocation programs to deliver both discretionary and non-discretionary investment management.

Nathan Richter is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at LeaderOne Financial, LPL Financial, and Great Valley Advisor Group, among others. Richter also operates as a sole proprietor and has been involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various business activities. 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 uses fundamental and technical analysis to guide asset allocation and investment selection, manages $1.54 billion in discretionary assets, and offers both ongoing fiduciary advice and options for clients to retain non-discretionary control.

Robert Caverly Jr. is a CFP® professional with 12 years of experience, currently serving at Bond & Devick Wealth Partners since 2016. He holds the Series 66 designation and is based in Saint Louis Park, MN. Outside his advisory role, he is president of the board for the Minnesota Thunder Academy, a youth sports organization. Bond & Devick Wealth Partners manages approximately $705 million for individuals, trusts, estates, charitable organizations, and businesses through a nine-advisor team. The firm uses a goals-based, fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research and both long-term and tactical investment strategies.

Brett Kusske is a financial advisor with Kusske Financial, Inc., holding a CFP® designation and Series 66 license, and has 18 years of industry experience. His prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Gallagher Fiduciary Advisors, LLC, and National Planning Corporation. Outside of advisory services, he is a partner in a tax business, KB Accounting and Tax LLP. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, delivering written evaluations and periodic reviews while clients retain custody and final decision-making authority.

Rebecca Botzet is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Cahill Financial Advisors, Inc. Prior to joining Cahill, she worked at Avantax Planning Partners, Inc. and Summit Wealth Advocates, LLC. She is also a partial minority owner of SW Advocates, LLC, an unrelated business currently in the process of sale and dissolution. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm combines asset management and financial consulting under a single agreement and employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and long-term holdings.

Bailey Sauve is a financial advisor at Abbey Street with a Series 65 designation and one year of industry experience. Prior to joining Abbey Street, Bailey served in the Minnesota Army National Guard and worked at Jupiter Wealth Planning and the University of Wisconsin River-Falls Foundation. Bailey’s background also includes community involvement through roles at the Northfield Area Family YMCA and educational institutions. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth planning for individuals, families, and organizations. The firm employs an independent, fiduciary-oriented investment approach that integrates quantitative and qualitative analysis with an emphasis on diversification and ongoing due diligence.

Howard Punch is a financial advisor at Punch & Associates Investment Management, Inc. with 22 years of industry experience. He has been with Punch & Associates since 2001. He holds Series 63 and Series 65 licenses. Punch & Associates serves private and institutional clients, including high-net-worth individuals and various entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and offers customized portfolio management alongside wealth advisory services.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Gray Pines Wealth Management and CETERA Advisor Networks LLC. Outside of his advisory role, he owns and manages a wealth management business that focuses on managing securities within retirement and individual accounts. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion. The firm employs a value-oriented, long-term investment approach with strategic and tactical asset allocation, offers fiduciary consulting and management services, and sponsors private investment vehicles for select investors.

Cory Kiner is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. He previously worked for E.T. Kelly & Associates for 19 years and holds a Series 65 designation. Kiner has a passive partnership interest in a CPA firm, E.T. Kelly & Associates, which he maintains until the partnership interest is dissolved. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm manages approximately $2.09 billion in discretionary assets and emphasizes a multi-cap investment approach based on fundamental research, with customized portfolio management and Wealth Advisory services.

Devon Johnson is a financial advisor at Great Waters Financial with six years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with Advisornet Wealth Management and has experience in insurance sales as an agent. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a tiered service model and integrates both fundamental and technical analysis across various asset classes, offering discretionary and non-discretionary management.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. 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 uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Jeremy Lipinski is a CFP® with 18 years of industry experience and currently serves at Lifelong Wealth Advisors, Inc. He has worked at Lifelong Wealth Advisors since 2006, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. In addition to his advisory role, he is a representative involved in selling fixed life insurance, annuities, and long-term care products. Lifelong Wealth Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and profit-sharing plans, serving both non-high-net-worth and high-net-worth clients. The firm employs a team-based, consultative approach that customizes asset allocation and portfolio construction based on client-specific factors, utilizing model portfolios, independent managers, and discretionary trading authority.

Gregory Molle is a CFP® with 41 years of industry experience, currently serving as CEO and managing partner at Strong Tower Advisory Services in Minneapolis, MN. He has held advisory roles at DFPG Investments, Advisor Financing LLC, Cetera Advisor Networks, and Advisornet Wealth Management. Molle is also involved as a silent partner in a startup bar and restaurant business. Strong Tower Advisory Services works with individual clients, small businesses, trusts, and estates, offering discretionary portfolio management, financial planning, retirement plan advisory, and broader financial consulting. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on downside risk management and retirement-plan fiduciary services.

Lawrence Chan is a financial advisor at Running Oak Capital LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining Running Oak Capital in 2022. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs an equity-focused investment approach that combines fundamental and quantitative analysis to manage mid- and large-cap stock portfolios under its Efficient Growth strategies, and it serves multiple roles including ETF adviser and sub-advisor to wrap programs.

Shawn Eells is a CFA® charterholder with seven years at Palisade Asset Management, LLC and over 12 years of prior experience at UnitedHealth Group. He holds a Series 63 license and is based in Minneapolis, MN. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income strategies, tailoring portfolios to client objectives and utilizing third-party managers and diversified investment vehicles.

Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.

Nicholas Harrel is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was employed at DICKS SPORTING GOODS. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Travis Buck is a CFP® professional with 26 years of industry experience, currently serving at Kusske Financial, Inc. in Burnsville, MN. His prior experience includes roles at Gallagher Fiduciary Advisors LLC, Triad Advisors, and National Planning Corporation. Outside of his advisory work, he owns and operates Buck Financial Consulting and KB Accounting & Tax, providing services unrelated to investment management. Kusske Financial, Inc. is a small, state-registered advisory firm offering personalized financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning services rather than discretionary investment management, with clients maintaining custody and decision-making authority.

Timothy Wynne is a financial advisor at Feltl Advisors in Plymouth, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as entities such as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through a clearing relationship with RBC, delivering advice on a non-discretionary basis.