Joseph Schwarz is a CFA® charterholder with 17 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in client assets and employs a range of investment strategies including the use of derivatives and leverage, with a focus on asset allocation and regular portfolio monitoring.

Austin Schmitt is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2026. His prior work includes roles at Gratus Funds and Great Waters Financial. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized financial planning. The firm employs a variety of investment analysis techniques and often utilizes third-party managers and model portfolios.

Kayla Berceau is a CFP® professional with one year of experience at Birchwood Financial Partners, Inc. She has prior work experience in healthcare and nonprofit organizations, including roles at Lyngblomsten Care Center and Alternatives for People with Autism. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach emphasizes asset allocation, manager selection, and diversification, using a range of investment instruments alongside traditional securities.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.

Eric Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. He is also involved with Tradition Wealth Management Insurance Agency LLC as an insurance sales agent. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a range of investment vehicles and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.

John Rudi is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Parr McKnight Wealth Management Group since 2024 and previously spent six years at Wells Fargo Advisors. Outside of his advisory role, he is a co-trustee for multiple 401(k) plans related to his firm. Parr McKnight Wealth Management Group serves individuals, families, trusts, and qualified retirement plans by providing personalized financial planning and both discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for around 441 clients and employs a customized financial planning approach that guides its portfolio construction with a primary focus on fundamental analysis and a generally long-term investment horizon.

Cade Johnson is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently an advisor at Petros Family Wealth, LLC, where he has worked since 2023. Prior to that, he held roles at Wells Fargo Clearing and Thrivent. Petros Family Wealth, LLC provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm manages approximately $342 million in assets, employing a tax-aware, risk-adjusted approach that combines active and passive strategies across various asset classes.

Alexander Braun is a CFA® charterholder affiliated with FPNavigators in Maple Grove, MN, with two years of industry experience. He previously worked at Bleakley Financial Group and Parametric Portfolio Advisors. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance and offers wrap fee programs and multiple ERISA roles for retirement plans.

Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Luke Dugan is a financial advisor at Financial Perspectives with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2013. In addition to his advisory role, he is a 33% owner of FP Tax and Accounting, LLC, a tax preparation business operating seasonally. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management and retirement plan consulting, utilizing independent managers and account aggregation tools to tailor recommendations based on client objectives and risk tolerance.

Brian Bohnsack is a financial advisor with 22 years of industry experience, currently affiliated with 360 Financial. He holds a Series 66 designation and has worked at firms including Fleming Investment Group and Commonwealth Financial Network. Bohnsack is also involved in a real estate rental business. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management, financial planning, and educational services, emphasizing personalized account supervision and tailored investment strategies.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies while operating under fiduciary standards.

Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.

Kimberly Braley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Boundary Waters Wealth Management LLC, LPL Financial, Wells Fargo Advisors, and Up North Wealth Advisors. Outside of her advisory work, she is involved with Walleye On A Stick LLC. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as corporations and retirement plans. The firm uses a mix of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with regular portfolio reviews and ongoing monitoring.

Elizabeth Alward is a financial advisor at Compass Capital Management Inc with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Varde Partners for six years. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research approach with a focus on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

Joe Enzler is a CFP® and Series 66-licensed advisor with Parr McKnight Wealth Management Group, bringing two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual and has a background that includes roles outside finance, such as with Pro-Tree Outdoor Services and Edina Public Schools. Parr McKnight Wealth Management Group is an SEC-registered investment advisory firm serving individuals, family offices, trusts, private foundations, and retirement plans. The firm manages approximately $1.07 billion through a ten-advisor team, focusing on personalized financial planning and investment management that emphasizes long-term fundamental analysis combined with shorter-term trading when appropriate.

Steven Loheit is a financial advisor at Financial Perspectives in Minneapolis, MN, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, while maintaining his own financial planning business since 1998. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing approximately $1 billion in regulatory assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, often implementing strategies through third-party managers and technology platforms.