Walter Narcum is a financial advisor at Feltl Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he serves as treasurer for the Viking Square II Homeowners Association and provides seasonal part-time assistance during tax season at a family-owned accounting business. Feltl Advisors provides investment advisory services primarily to individual investors and various entities, managing approximately $132 million in client assets. The firm offers non-discretionary advice through wrap-fee programs and maintains affiliations with a broker-dealer, allowing its advisors to recommend a range of investment options based on client objectives.

Jeanna Fifer is a CFP® professional with eight years of industry experience. She has worked at Cordis Financial, LLC since 2018 and previously spent six years at Cahill Financial Advisors, Inc. Jeanna is based in Minneapolis, MN. Cordis Financial, LLC is a five-advisor team serving individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across about 284 client relationships.

Richard Sunderland is an investment advisor representative at Oakwood Capital, Inc. with 30 years of industry experience. He is also the president and sole stockholder of Advisors Income Solutions, Inc., a firm engaged in fixed insurance and annuity sales. Additionally, Sunderland serves as a general partner of Delrick Enterprises and acts as an election judge for the City of Golden Valley. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both non-discretionary and discretionary portfolio options, utilizing a combination of in-house and third-party model portfolios and program platforms.

Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.

Wyatt Schuster is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Everywhere Wireless, LLC and Sue & McLean Associates. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. The firm routinely offers financial planning as part of the advisory relationship and incorporates structured “buffer” ETFs and technical methods in its investment approach.

Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.

Aaron De Cock is a financial advisor at Christensen Group Financial, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Kestra Investment Services LLC as well as DoorDash. De Cock also has experience in retirement plan consulting through Christensen Group, Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach incorporating model portfolios, modern portfolio construction, and momentum strategies, and is notable for its large retirement plan advisory practice relative to its discretionary assets under management.

Timothy Gunderson is a CFP® with 25 years of industry experience. He is currently with Tradition Wealth Management LLC and previously worked at Concourse Financial Group Securities Inc for 21 years. Outside of his advisory role, he owns and operates TWM Sports Management, which manages client assets unrelated to investment advisory services. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios and third-party managers, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Maxwell Carlos is a financial advisor at Laurel Wealth Planning in Edina, MN, holding a Series 65 designation with four years of industry experience. He previously worked at FFP Wealth Management, LLC, and Wells Fargo. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with wealth management, portfolio management, and financial planning services. The firm employs a multi-advisor team approach, utilizing fundamental and technical analysis alongside quantitative modeling and an Investment Committee to tailor investment programs and oversee approximately $395–396 million in client assets.

Timothy Merrill is a financial advisor at Star Capital Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Star Capital and Next Financial Group since 2014. In addition to his advisory role, Merrill operates a sole proprietorship providing life and health insurance solutions. Star Capital is a five-advisor team managing approximately 697 client relationships, offering investment management and consulting services to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm’s investment approach combines fundamental analysis, quantitative screening, and macroeconomic assessment within a process-driven framework focused on risk management and client objectives.

Daniel Mahoney is a Certified Financial Planner® with 41 years of industry experience. He has been with 360 Financial since 2009 and also works with LPL Financial since 2013. 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 portfolio construction with continuous supervision and integrates educational webinars and workshops into its client services.

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Andrew Dressel is a CFP® professional with 13 years of experience in financial advising. He is currently part of the Abundo Wealth team in Minnetonka, MN, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services and Confetti Wealth. Outside of advisory roles, he has fiduciary responsibilities such as serving in trustee and executor capacities. Abundo Wealth delivers ongoing comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on areas like cash flow, retirement, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and structures its fees on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. 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 employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Richard Stoeckel III is a financial advisor at Boyum Wealth Architects LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank, N.A. Outside of his advisory role, he operates an online collectible retail business specializing in vintage video games. 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 corporations. The firm manages portfolios on a discretionary, customized basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations to clients’ risk tolerance, time horizon, and goals.

John Devereaux is a financial advisor at Oakwood Capital, Inc. in Edina, MN, with 22 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014, including prior roles at Oakwood Capital Securities, Inc. Devereaux also works as a sales representative for life, fixed annuity, and long-term care insurance. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to wrap-fee programs, typically managing portfolios on a non-discretionary basis while providing discretionary and third-party manager options.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.