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.

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.

Bridget Wiltse is a financial advisor at Petros Family Wealth, LLC with 41 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach to managing approximately $274 million in regulatory assets and offers both discretionary and non-discretionary portfolio management using risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

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.

Cody Nadeau is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Tailwinds Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Great Water Wealth Management and AdvisorNet Financial. Nadeau is also active as an insurance agent in New Hope, MN. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and individualized investment policy statements. The firm employs a blend of analysis techniques and offers stand-alone financial planning, often incorporating third-party managers and model portfolios in its investment approach.

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.

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 at BlueStem Wealth Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and 3D Money. Outside of advising, he serves as a volunteer treasurer for Harvest Community Church in Litchfield, MN. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios primarily composed of mutual funds and ETFs, with ongoing portfolio management and periodic client reviews.

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 a Series 66 designation and has worked previously at Hightower Advisors, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses by providing investment management, financial planning, family office coordination, and retirement plan advisory services. The firm combines fundamental, technical, and macroeconomic analysis to construct primarily long-term portfolios consisting of individual stocks, bonds, and ETFs, while integrating services such as family governance and succession planning.

Carl Lymangood is a financial advisor at Petros Family Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Lymangood also served in the Minnesota Army National Guard for nine years. Outside of his advisory role, he owns a container storage leasing business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach and manages approximately $274 million in assets, offering risk-adjusted, tax-aware portfolios through both active and passive strategies, and maintains an affiliated accounting practice to facilitate integrated advisory and tax services.

Sharon Bloodworth is a CFP®-certified financial advisor with nine years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has been with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors serves individual and high-net-worth clients, as well as pension, profit-sharing, and charitable organizations, providing family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based strategies, actively monitors client accounts, and maintains distinctive organizational relationships including proprietary pooled funds and a referral path to a federally chartered trust company.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 11 years of industry experience. He also operates Stier Law Offices, where he serves as attorney and president, advising clients on estate planning and other legal matters. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach using fundamental and technical analysis across various asset classes and integrates legal and accounting professionals within its service model.

Sabrina Fay is a CFP® and ChFC® credentialed advisor at Bond & Devick Wealth Partners with 12 years of industry experience. She previously worked at Ameriprise Financial Services and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a role as Immediate Past Chair, and advises the Women Certificate Program at Minnesota State University. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and businesses with asset management and comprehensive financial planning. The firm employs a combination of fundamental, quantitative, cyclical, and ESG research to create customized portfolios and is recognized as a Certified B Corporation.