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 with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities for 12 years. Running Oak Capital provides discretionary portfolio management mainly 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, and it serves in multiple roles including ETF advisement and sub-advisory services.

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 with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Before entering finance, he worked at DICKS SPORTING GOODS for four years. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary account programs and is noted for its municipal securities underwriting and active involvement in managing client portfolios with third-party managers.

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.

Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a wealth advisory firm serving individuals, families, and related entities by providing investment consulting, portfolio management, and solution-driven advice. The firm is noted for its customized asset-allocation roadmaps and proprietary model strategies, which incorporate individual equities, fixed income, mutual funds, ETFs, and private investments, with a distinctive use of equity options in separately managed accounts.

Kurt Obermiller is a financial advisor at Nepsis, Inc. with 14 years of industry experience. He holds a Series 63 designation and has worked at various firms including Heritage Wealth Management, Elite Investment Team, and Princor Financial Services Corporation. Outside of his advisory role, he is involved in selling fixed insurance products such as group benefits, health, medical supplement, long-term care, and disability insurance. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses with discretionary portfolio management, financial planning, and consulting. The firm offers investment management primarily through a wrap-fee program and provides research and educational services to other financial advisors.

Daniel Swedin is a financial advisor at Boyum Wealth Architects LLC with a Series 66 designation. He has one year of industry experience, having previously worked at RBC Capital Markets, North Star Resource Group, and other organizations in various roles. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, employing a combination of technical, tactical, fundamental, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Roger Sexter is a financial advisor with USAdvisors Wealth Management, LLC, holding 47 years of industry experience. He has worked with Osaic Wealth, Inc. and Securities America Inc. in addition to his current role. Outside of advising, he owns an antique sales business and is an independent insurance agent. USAdvisors Wealth Management is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model portfolio strategies with fundamental security selection and offers a range of investment solutions sourced from multiple institutional providers.

Lawrence Gartner is a CFP® professional with 16 years of experience in financial advising. He has been with ISC Financial Advisors since 2008. Outside of his advisory role, he is involved in property management as president and co-owner of Gleason Properties LLC. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation.

Luann Neuman is a financial advisor with Kusske Financial, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at OSAIC, Triad Advisors, Independent Financial Group, and National Planning Corporation. Outside of advising, she also serves as a notary, notarizing documents for clients. 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 detailed written plans and ongoing reviews while clients retain control over their investment decisions.

William Dugan is a financial advisor at Financial Perspectives with a Series 65 designation and nine years of industry experience. His prior roles include positions at IEQ Capital, LLC, EPIQ Capital Group, and Iconiq Capital. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services. The firm offers portfolio management on discretionary and non-discretionary bases, uses third-party platforms for reporting, and may incorporate cryptocurrency and ESG considerations upon client request.

Daniel Lear is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at Affiance Financial LLC since 2014 and previously was with Cetera Advisor Networks from 2015 to 2017. Lear serves on the board of Best Prep, a nonprofit focused on student business, career, and financial literacy. Affiance Financial LLC serves individual clients, including high-net-worth individuals, and sponsors of 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 client asset allocations and offers a range of model strategies with blended passive and active investments.

Steven Huff is a financial advisor at Colliers Securities LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Colliers Securities twice, first from 2014 to 2016 and again since 2021, with a five-year tenure at Amazon in between. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary account programs, utilizing third-party portfolio managers for day-to-day management in discretionary wrap accounts.

Danielle Cain is a CFP® with 19 years of industry experience. She is currently with 360 Financial in Wayzata, MN, where she has been part of the team since 2022. Her prior experience includes roles at Commonwealth Financial Network and Fleming Investment Group. Cain is also a licensed notary in Minnesota. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolios with ongoing supervision and integrates educational webinars and workshops into its client services.

Thomas Dotzenrod is a financial advisor at Contego Capital Group, Inc. with 39 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Contego Capital Group in 2026, he worked for Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 years. Outside of advisory services, he owns a tax preparation business. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm provides discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Marc Usem is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and is also involved with Affiance Financial, LLC as an advisory representative. Outside of his advisory roles, he serves on the investment committee of the Minneapolis Jewish Federation and is affiliated with Beth El Synagogue. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.