Kevin Distad is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Nepsis since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.

Brendan Halleron is a financial advisor at Affiance Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Affiance Financial and Private Client Services since 2017. Prior to his advisory career, he was employed by Cargill Inc for three years. He serves as a board member of Achieving Cures Together, a nonprofit focused on microbiome research and microbial disease cures. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a range of model strategies with blended passive and active investments.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. 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, and commonly uses third-party managers and model providers in its portfolio implementation.

Robert Lawson is a CFP® with 17 years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC since 2020. He previously worked at Sns Financial Group, LLC (D/B/A Vector Wealth Management) and Vector Wealth Management, LLC. Outside of his financial advisory role, he is a musician performing guitar and vocals in two rock bands, POPBANG! and The Soul Trustees. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofits, corporations, and ERISA company retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment strategies.

Benjamin Fox is a financial advisor with Scarecrow Advisors, LLC, holding a Series 65 designation and bringing nine years of industry experience. He has worked with Scarecrow Advisors since 2020 and previously held roles at Strategic Income Advisors and as an insurance agent. Outside of advisory services, he serves as Vice President of Scarecrow Trading Inc., which provides trading signals to registered investment advisers and investment adviser representatives. Scarecrow Advisors, LLC offers discretionary investment supervisory services to individual and institutional clients, utilizing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset-allocation approaches. The firm manages approximately $74 million in discretionary assets and employs a range of strategies including limited options, short-term trading, and hedging to align portfolios with client goals and risk tolerances.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors since 2007, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a team-based, consultative approach and manages client assets through mutual funds, ETFs, independent managers, direct indexing, and proprietary model portfolios, including strategies employing derivatives alongside traditional instruments.

Jon Otterness is a financial advisor at Vantage Point Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also operated as a sole proprietor since 2006. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platforms and programs.

Benjamin Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 31 years of industry experience. His career includes roles at New Era Financial Advisors, Inc., J.W. Cole Financial, Inc., and Concourse Financial Group Securities Inc. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations with approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, and specialized consulting services, implementing model portfolios and using a range of investment vehicles including ETFs, mutual funds, stocks, bonds, and third-party managed accounts.

Thomas Barten is a financial advisor with United Advisors America and holds a Series 66 designation. He has 14 years of industry experience, including eight years at U.S. Bancorp Investments and five years at both United Advisors America and Alliance America. He is also a licensed insurance agent offering life, fixed annuity, health, and long-term care insurance products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach, focusing on customized asset allocations with mutual funds, ETFs, and select exchange-traded products, including those investing in digital currencies.

Jon Spahn is a Series 65-licensed financial advisor with Kingstone Capital Partners Texas, LLC, where he has worked since 2022. He has one year of industry experience and previously held roles at Pathway Ventures LLC and North Dakota State University. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental, bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs within its risk-managed investment strategies.

Thomas Jensen is a Series 65 licensed advisor at Kusske Financial, Inc. with two years of industry experience. His work history includes positions at Southview Country Club, Petros Family Wealth, and Bethel University. Outside of his financial career, he has been involved with Wear Out the Net for seven years. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning 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, offering services such as cash-flow and tax planning, retirement and estate reviews, and education-funding advice.

Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a combination of charting, fundamental, and technical analysis to manage portfolios primarily consisting of mutual funds, ETFs, individual equities, and allocations to independent managers.

Maxwell Fox is a financial advisor with Scarecrow Advisors, LLC, holding a Series 65 designation and two years of industry experience. He also serves as a project manager for Scarecrow Trading, LLC, where he oversees marketing and data sourcing projects. Scarecrow Advisors, LLC provides discretionary investment supervisory services to individual and institutional clients, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to align portfolios with client goals and risk tolerances. The firm manages approximately $74 million in discretionary assets and employs a variety of trading strategies as appropriate.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked within the Thrivent Advisor Network and its affiliated entities from 2018 to 2025. He is also an insurance agent providing insurance sales services to clients. Cedar Cove Wealth Partners offers discretionary investment management and financial planning to individual and institutional clients, utilizing a combination of active and passive strategies, tactical asset allocation, and alternative investments. The firm oversees approximately $455 million in assets across more than 2,000 accounts, managing most portfolios on a discretionary basis and integrating estate planning services with an emphasis on client communication and education.

Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been associated with LPL Financial since 2011. He maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and preparation, offering customized, tax-aware strategies overseen by an internal investment team and committee.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, holding a Series 66 designation with 12 years of industry experience. He previously worked at Morgan Stanley for six years and has been involved with 705 5th Ave SE Partners LLC since 2018. Outside of investment advising, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships. The firm serves individuals, trusts, estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, offering customized portfolio strategies and a combination of advisory services with client education and outreach.

Carter Springer is a CFP® and holds a Series 66 license with five years of industry experience. He is affiliated with Tradition Wealth Management LLC in Edina, MN. His prior experience includes roles at Concourse Financial Group Securities Inc and Strapped LLC. 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 through model portfolios and a range of investment strategies including ETFs, mutual funds, and third-party managed accounts.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.