Julie Grey is a CFA® charterholder with over two decades of industry experience, currently serving as a financial advisor at Tradition Wealth Management LLC since 2023. Prior to joining Tradition, she worked at Columbia Threadneedle Investments for 24 years. She is also involved in her own advisory entity, Julie Grey Wealth Management LLC. Tradition Wealth Management serves individual clients, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles. The firm employs a comprehensive investment process utilizing model portfolios, ETFs, mutual funds, and third-party manager programs.

Jacob Mc Cue is a CFP® and CFA® with five years of industry experience. He is currently with Secured Retirement Advisors, LLC in St. Louis Park, MN, where he has worked since 2024. His prior experience includes roles at Thrivent Financial, LPL Financial LLC, and US Bank. Outside of his advisory work, he is involved as an independent insurance agent with Secured Retirement Associates, LLC. Secured Retirement Advisors is an SEC-registered firm serving individuals, high-net-worth clients, and retirement plans with financial planning, portfolio management, third-party adviser selection, and pension consulting. The firm employs both fundamental and technical analysis and uses a mix of long- and short-term strategies, including options and structured products, with discretionary assets over $228 million as of December 2024.

Heidi Hukriede is a CFA® charterholder with Stonebridge Capital Advisors LLC, where she has worked since 1997. She is based in St. Paul, MN, and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to more than 1,600 clients, including high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, managing diversified equity and fixed-income portfolios and utilizing options strategies where appropriate.

Justin Marvin is a CFP® professional with 10 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2019 and was previously with Ameriprise Financial Services, Inc. from 2015 to 2019. Marvin is also involved with FP Tax & Accounting LLC, which assists with tax preparation. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory and financial planning along with access to independent managers. The firm conducts tailored client interviews, ongoing portfolio monitoring, and uses account aggregation tools to enhance reporting and implementation.

Ashley Milot is a financial advisor at Fiat Wealth Management with 10 years of industry experience. She has held roles at Fiat Wealth Management since 2021 and previously worked at Honkamp Krueger Financial Services Inc from 2016 to 2021. Milot holds Series 63 and Series 65 designations. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and third-party sub-advisers, provides discretionary portfolio management with periodic rebalancing, and emphasizes tax-sensitive planning tools alongside a range of investment products.

Nicholas Hohn is a CFP® with 12 years of industry experience and has been with Cahill Financial Advisors, Inc. since 2012. He holds the Series 66 designation and is based in Edina, MN. Outside of his advisory role, he is a member owner of an LLC that manages an office building leased to Cahill Financial Advisors. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and long-term holdings, and offers both discretionary and non-discretionary account management.

Paul Dwyer is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2017. Prior to this, he worked at Blue Clay Capital from 2013 to 2016. Punch & Associates serves a diverse client base, including high-net-worth individuals, institutions, and various types of funds. The firm employs a multi-cap investment approach focused on bottoms-up fundamental research, managing both discretionary portfolios and private micro- and nano-cap funds.

Justin Seurer is a financial advisor at Landolt Securities, Inc. with eight years of industry experience. He has held positions at Sanford C. Bernstein & Co., LLC, RBC Capital Markets, and the Midwest Sports Council, Inc. prior to joining Landolt Securities. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm focuses on fundamental analysis, primarily managing client assets in small-cap growth stocks through both short- and long-term trading strategies, and utilizes third-party model and TAMP programs tailored to client risk tolerances.

Mitchell Zweber is a financial advisor with 11 years of industry experience, currently affiliated with 360 Financial in Wayzata, MN. He holds the Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and The Prudential Insurance Company of America. Zweber also works as an independent insurance agent. 360 Financial advises individuals, retirement plan sponsors, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and utilizes a range of investment strategies combined with ongoing client education and an affiliation with a CPA firm.

Donald Parson Jr. is a CFA® charterholder with five years of industry experience. He is currently with Ascent Advisors and has held roles at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of financial advising, he is a general partner in a property management business. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting, using a blend of modern portfolio theory and quantitative, fundamental, and technical analysis to guide long-term investment strategies.

Ty Nelson is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. His prior work includes roles at HRCC, Jax Exteriors, Dick's Sporting Goods, and Legacy Christian Academy, where he worked for 14 years. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment approaches, including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in client support.

Stephanie Sutton is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at BlueStem Wealth Partners, LLC since 2023 and previously spent seven years at Ameriprise Financial Services, Inc. Outside of her advisory role, she is an associate financial advisor with LM Partners, LLC. BlueStem Wealth Partners, LLC offers personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm serves a broad retail client base as well as institutional plan sponsors, employing a customized financial planning process and a primarily long-term investment approach using a variety of asset classes and specialized instruments.

Benjamin Olson is a Series 65-licensed financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN, bringing nine years of experience at the firm and eight years in related roles. His background includes positions with University Investment Advisors and Guardian Tax L.L.C., as well as involvement in Guardian Insurance Solutions, LLC, where he acts as an insurance agent. Outside of his advisory work, he previously managed Cimarron Rock Enterprises for a decade. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with approximately $944 million in assets under management.

Imara Hixon is a financial advisor at Great Waters Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and Allianz Life Financial Services, LLC. Outside of advisory work, she is also licensed as an insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a range of investment strategies and also offers standalone financial planning, tax preparation, and retirement-plan rollover advice.

Sara Schreiber is a financial advisor at Cedar Cove Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Thrivent Investment Management and Purshe Kaplan Sterling Investments. In addition to her advisory role, she is a licensed insurance agent providing insurance services to clients. Cedar Cove Wealth Partners manages approximately $455 million in assets across over 2,000 accounts and offers discretionary investment management and financial planning to individual and institutional clients. The firm uses a blend of active and passive strategies, tactical asset allocation, and ESG considerations, delivering services that include ongoing portfolio management, estate planning coordination, and a proprietary wrap fee program.

Aaron Seiffert is a financial advisor with BlueStem Wealth Partners, LLC in Minnetonka, MN. He holds a Series 66 designation and has four years of industry experience, including prior roles at Ameriprise and 3D Money. Outside of advisory work, he serves as treasurer for Harvest Community Church in Litchfield, MN. BlueStem Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized planning process and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, and alternative funds, managing over $1.1 billion with an 18-advisor team.

Merissa Perkins is a CFP® and ChFC® with 10 years of experience at Caissa Wealth Strategies in Bloomington, MN, where she has been part of the firm since 2016. She holds Series 63 and Series 66 licenses and works within a five-advisor team. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers financial planning along with access to private and alternative investments for qualified clients.

Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with a $5 million relationship threshold. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services using customized, primarily long-term portfolios constructed with a combination of individual securities and alternative investments.

David Gau is a financial advisor with Great Waters Financial in Shoreview, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Fidelity Investments and TreeLine Wealth Management. In addition to his advisory role, he is licensed as an insurance agent with Great Waters Financial. Great Waters Financial serves individuals across wealth levels as well as business entities, trusts, and charitable organizations, managing approximately $1.235 billion across 1,627 client relationships with a 23-advisor team. The firm offers discretionary and non-discretionary portfolio management combined with financial planning services, utilizing both fundamental and technical analysis and a range of investment vehicles.

Michael Swanson is a financial advisor at Great Waters Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at MetroState University, Jimmy John's, Papa Murphy's, McDonald's, and New Prague High School. Swanson is also licensed as an insurance agent through Great Waters Financial. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, offering a range of service tiers. The firm manages approximately $1.18 billion in assets across equities, fixed income, mutual funds, and ETFs, utilizing both fundamental and technical analysis, and maintains additional services such as tax preparation and retirement-plan rollover advice.