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.

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.

Joshua Zajicek is a financial advisor at Abbey Street with a CFA® designation and Series 63 license. He has eight years of industry experience, including roles at Mercer and Waycross, Inc. prior to joining Abbey Street in 2025. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs a research-driven investment approach combining quantitative and qualitative analysis, focusing on diversification, strategic asset allocation, and blending active and passive strategies with a long-term, buy-and-hold orientation.

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.

Robert Cron Jr. is a financial advisor at Abbey Street with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including U.S. Bancorp Investments, US Bank, BELR Capital, LLC, and Bronfman E.L. Roschild LP. Outside of his advisory role, he serves as director and treasurer for the Folds of Honor Foundation in Minnesota, where he reviews financial reports, solicits donors, and manages the endowment. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs an independent, research-driven investment approach that blends active and passive strategies, focusing on diversification and strategic asset allocation, and offers specialized services such as participant engagement and corporate M&A consulting.

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.

Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.

Stephanie Stoup is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with Boyum Wealth Architects LLC and has previously worked at Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Ms. Stoup serves as an Advisory Board Member for the Twin Cities Film Festival, participating in events and providing guidance on a volunteer basis. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations based on each client's risk tolerance, time horizon, and goals.

Rachel Engel is a financial advisor at Stiles Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Stiles Financial Services since 2025. Prior to this, she held roles at Thrivent and Cov, and spent five years at Starbucks. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations by providing tailored financial planning and corporate retirement plan consulting. The firm employs an analytical investment approach with a qualitative overlay, emphasizing diversification, asset allocation, risk management, and long-term buy-and-hold strategies.

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.

Dana Brewer is a CFP® with 18 years of experience in the financial industry, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. Brewer has been with Birchwood since 2014, contributing to the firm’s advisory team. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Bruce Bouta is a ChFC® with 48 years of industry experience, currently serving as an advisor at SB Advisory, LLC. He has held roles at firms including Cabot Lodge Securities, Cetera Advisor Networks, and Great Lakes Advisory Network. In addition to his financial advisory work, Bouta operates as an attorney and consultant specializing in business continuation planning, estate planning, and probate. SB Advisory, LLC is an SEC-registered multi-team firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm predominantly provides non-discretionary investment advice, using a combination of mutual fund and ETF allocation, individual equities, and third-party managers supported by fundamental, technical, and qualitative analysis.