Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.

Mallory Kretman is a CFP® and Series 65 licensed advisor with 11 years of industry experience. She works at Laurel Wealth Planning, a team-based firm in Edina, MN, where she has been since 2015. Laurel Wealth Planning is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The six-advisor team manages approximately $453.6 million and provides wealth management, portfolio management, and financial planning services using a combination of fundamental and technical analysis.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Daniel Colich is a financial advisor at Oakwood Capital, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital Securities, Inc. since 2008. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Anthony Perala is a CFA® charterholder with five years of industry experience. He has worked at Punch & Associates Investment Management, Inc. since 2021 and previously spent five years at Securian Asset Management. He is based in Edina, MN. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, contrarian investment approach, managing portfolios on a discretionary, team-based basis across a range of market capitalizations and strategies.

Mitchell Dickie is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously with Ameriprise Financial and FedEx, among other roles. Mitchell also spent time at the University of St. Thomas during his early career. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, families, trusts, and institutional plan sponsors. The firm utilizes a long-term oriented investment approach that incorporates fundamental analysis and a broad range of asset types, managing over $1.1 billion with a team of 18 advisors.

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 with 13 years of industry experience. He holds the Series 65 designation and has been with Windsor Capital Management since 2011. Windsor Capital Management manages approximately $703 million in discretionary client assets for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment strategies, utilizing customized portfolios and proprietary model portfolios, and offers services such as discretionary portfolio management and sub-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.

Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and the University of Wisconsin-Madison. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm focuses on asset allocation and long-term, buy-and-hold strategies using primarily passively managed institutional mutual funds and ETFs.

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 at DSG Capital Advisors, LLC with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Hightower Advisors and Hightower Securities. DSG Capital Advisors, LLC is an SEC-registered adviser managing approximately $780 million for about 115 clients. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses, typically serving clients with a $5 million relationship threshold. DSG constructs customized, primarily long-term portfolios using a blend of individual securities and other investment vehicles, supported by a research approach that integrates quantitative and qualitative analysis, technical indicators, and macroeconomic factors.

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.

Gene Suh is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and CapitalRunner LLC. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations to clients’ risk tolerance and goals.

Robert Cron Jr. is a financial advisor with Abbey Street in Eden Prairie, MN, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, US Bank, WealthSpire Advisors, and Baker Tilly Investment Advisors. He serves as director and treasurer for the Folds of Honor Foundation in Minnesota, where he oversees financial reports, solicits donors, and manages the endowment. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, fiduciary oversight, and private wealth planning. The firm follows an independent, fiduciary-oriented investment approach that combines quantitative and qualitative analysis with ongoing due diligence.

Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

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™ with 10 years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN, where she has worked since 2015. She is part of a two-advisor team at the firm. White Oaks Wealth Advisors provides wealth management, discretionary investment management, family office services, and financial planning to individual, high-net-worth, family office, and accredited investor clients. The firm utilizes a proprietary investment model combining Core Funds and Private Funds, leveraging independent research and a manager screening process, and offers comprehensive family office services alongside sponsorship of proprietary private funds.