Sabrina Fay is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 13 years of industry experience. She currently works at Bond & Devick Wealth Partners and has previously held roles at Ameriprise and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a leadership role as Immediate Past Chair, and advises Minnesota State University's Women Certificate Program. She also contributes as a subject matter expert for HCPL Global and writes assessments related to Certified Financial Planner topics. 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 combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning with an emphasis on individualized strategies and ESG research.

Chad Weinhold is a financial advisor at Ascent Advisors with 17 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Allianz Life, Oracle, Equitable Advisors, and Corestone Wealth Management. Weinhold is also involved with American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and manages accounts with documented investment policies.

Rachel Infante is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. 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.

Teresa Devick is a Series 65-licensed advisor with Bond & Devick Wealth Partners, bringing nine years of industry experience. She has been with Bond & Devick Financial Corporation since 2006. Devick serves as a board member for CROSS Services, a food shelf and housing support organization, providing legal and donor relations assistance. Bond & Devick Wealth Partners is a six-advisor team managing approximately $615 million for individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, quantitative, cyclical, and ESG research to tailor portfolios, monitors and rebalances holdings regularly, and offers a limited wrap fee program for legacy and nonprofit clients.

Kathleen Nelson is a CFP® and PFS™ with 8 years of industry experience. She has been with SilverOak Wealth Management LLC since 2015. She is also a partner of an inactive accounting firm, Moquist Thorvilson & Kaufmann. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-related services, emphasizing individualized investment policy development and ongoing portfolio supervision.

Allen Le May is a financial advisor at Strong Tower Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining Strong Tower Wealth, he held roles at Gratus Funds, ServiceNow, Oracle, Butterfly Network, and Workday. Strong Tower Advisory Services manages approximately $759 million in client assets and serves individuals, high-net-worth clients, small businesses, trusts, estates, and retirement plan sponsors. The firm employs a total-return investment approach that combines capital appreciation, dividend income, and risk management through customized and model portfolios, tactical rebalancing, and hedging strategies utilizing ETFs, mutual funds, stocks, bonds, and options.

Ryan Fossey is a financial advisor at Secured Retirement Advisors, LLC with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Merrill, Thrivent Financial, and Fossey Capital Management, L.L.C. Fossey also served as General Manager and Portfolio Manager at FHI Group for nine years. Secured Retirement Advisors is an SEC-registered investment adviser serving approximately 600 clients with a team of four advisors. The firm provides personalized financial planning, portfolio management, third-party adviser selection, and pension consulting, employing strategies such as option writing and direct indexing tailored to client objectives and risk tolerances.

Dirk Van Krevelen is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Feltl Advisors and its affiliated broker-dealer, Feltl and Company, since 2014. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million for around 395 clients, primarily individual investors. The firm offers financial planning and portfolio management through wrap-fee advisory programs, generally operating on a non-discretionary basis where clients retain final approval of trades and allocations.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates several insurance and tax-related businesses alongside his advisory work, including an insurance agency and a tax preparation firm. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views, offering a variety of focused strategies and an AI-driven portfolio option.

Emily Meisinger is a CFP® professional with eight years of experience at The Advocate Group, LLC in Minnetonka, MN. She has been with the firm since 2015, serving as part of a team of nine advisors. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial plans that align risk, return objectives, and liquidity needs, with a focus on concentrated-wealth management and equity-concentration strategies.

Dominique Villaume is a financial advisor at Contego Capital Group, Inc. with 23 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Secured Retirement Advisors, The Ordway for Performing Arts, and Ameriprise Financial Services. Outside of her advisory role, she is involved with Cavalier Tax Support, LLC, a tax preparation and accounting business. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Nicole Roubik is a financial advisor at DAI Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with DAI Securities, LLC since 2018, following roles at Concorde Investment Services, LLC and Jodi K. Corrigan, CPA LLC. Outside of her advisory work, she has part-time experience assisting with accounting and tax preparation. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base, including individuals, institutions, and unique institutional clients such as sovereign wealth funds and municipal entities. The firm provides customized investment management and financial planning services through multiple account models and platform solutions.

Ethan Magnuson is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial, LLC and VPWM Advisors, LLC, as well as experience outside finance in education and childcare. He is also registered as an insurance agent through his sole proprietorship. Vantage Point Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with investment portfolios reviewed quarterly.

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

Kyle Thomas is a CFP® professional with seven years of experience in the financial industry. He is currently with Guardian Wealth Strategies, LLC, where he has worked since 2024. Prior to that, he held various roles at RBC Capital Markets, LLC from 2016 to 2024. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm offers comprehensive and scaled investment programs, employing a process that combines fundamental and technical analysis, client-specific investment policy statements, and discretionary trading authority.

Christopher Johnson is a financial advisor at Affiance Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Wealth Enhancement Group. Johnson also maintains a role as an independent insurance agent specializing in Accident & Health, Variable Life & Variable Annuities, and Life insurance. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a variety of model strategies with both passive and active elements.

Derek Swedberg is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 66 designation and has 18 years of industry experience, previously working at RBC Capital Markets Corporation and Pack Private Wealth, LLC. Outside of his advisory work, he consults on business expansion opportunities for a senior care provider. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, pension consulting, and tax-related services, typically using third-party model portfolios and tax-sensitive tools such as Holistiplan.

Alexander Dunne is a CFP® professional with seven years of experience in the financial advisory industry. He has been with SilverOak Wealth Management LLC since 2015. The firm is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. SilverOak offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, financial education workshops, and implementation support, emphasizing individualized investment policies and ongoing portfolio supervision.

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.