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.

Patrick Manning is a Series 65-registered financial advisor with seven years of industry experience. He currently works at Tailwinds Wealth, LLC and has held previous roles at Great Waters Financial, Great Waters Wealth Management, Advisornet Financial, and Bridge Church. In addition to his advisory work, he is an Investment Adviser Representative for Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of investment strategies across multiple asset classes and offers stand-alone financial planning and consulting services.

Turner Storm is a CFA® charterholder and holds the Series 66 designation with five years of industry experience. He currently works at Marks Group Wealth Management, Inc. in Minnetonka, MN. His prior experience includes roles at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management primarily advises high-net-worth families and individuals, along with providing investment consulting to private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers a range of services including comprehensive financial planning and actively managed investment strategies that combine fundamental and technical analysis.

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.

Nicholas Fahrendorff is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group in Minnetonka, MN. His prior work includes roles at Lakestone Wealth Management, Solutran, Dominos 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 of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

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 with Ascent Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Corestone Wealth Management, 20/20 Financial, Specialized Advisors LLC, Secure Investment Management, J.D. Mellberg Financial, and Premier Financial. He is also licensed to sell insurance. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, and technical analysis, emphasizing long-term trading and regular portfolio monitoring.

Jason Johnson is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Pine Grove Financial Group and has held prior roles at Lakestone Wealth Management, AdvisorNet Wealth Management, Kadence Wealth, and other firms. He is also licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Pine Grove Financial Group is a team-based firm managing approximately $1.5 billion across about 1,400 client relationships, serving individuals and retirement plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers discretionary asset management, financial planning, and fiduciary services.

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 four years of industry experience, currently serving as a financial advisor at The Advocate Group, LLC since 2022. He previously worked for six years at 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 integrates concentrated-wealth management and transition planning for clients with significant employer stock positions.

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.

John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.

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.

Jina Penn Tracy is a Series 66 credentialed financial advisor with 22 years of industry experience. She has been with Vanderbilt Advisory Services since 2017, following seven years at Financial West Group. In addition to her advisory role, she is involved in electrical grid integration technology as a business strategy advisor and board member for Renew Power Systems Inc and serves on the board of Fresh Energy. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, supported by a formal integration with retirement-plan and benefits firms that provides advisory, pension consulting, and plan administration services.

Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.