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 in St Louis Park, MN, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His prior roles include positions with Thrivent Investment Management, Thrivent Financial, Fossey Capital Management, L.L.C., and FHI Group, where he served as General Manager and Portfolio Manager. Secured Retirement Advisors, LLC is an SEC-registered firm managing approximately $255 million for around 600 clients through a team of four advisors. The firm provides personalized financial planning, discretionary and non-discretionary portfolio management, third-party adviser selection, and pension consulting, employing a range of strategies including option writing and direct-indexing.

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 as a financial advisor at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions Inc. Nelson also owns and operates several related businesses, including an insurance agency and tax preparation services. Star Capital Inc. is a five-advisor team providing investment management and consulting to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm combines fundamental analysis, quantitative screening, and macroeconomic assessment in a process-driven approach, offering model portfolios and the actively managed Lyra Adaptive AI Strategy focused on clients with above-average risk tolerance.

Emily Meisinger is a CFP® professional with eight years of experience in financial advising. She has been with The Advocate Group, LLC since 2015. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm emphasizes comprehensive financial plans to guide asset allocation and liquidity planning, with customized, actively monitored portfolios primarily managed on a discretionary basis.

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 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at DAI Securities, LLC since 2018, with prior roles at Concorde Investment Services, LLC and Jodi K. Corrigan, CPA LLC. Outside of advising, she assists part-time with accounting and tax preparation at Jodi K. Corrigan, CPA LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm uses a multi-advisor platform and a range of managed account strategies, conducting ongoing due diligence and portfolio rebalancing to align with client objectives.

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.

Alan Carlson is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and is also an insurance agent for Alliance America, offering annuities, life insurance, and senior health products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, employing a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request.

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.

Daniel Boeckermann is a financial advisor at BGM Wealth Management with 28 years of industry experience and holds a Series 65 designation. His work history includes roles at EntreBank, Venture Bank, and a long-standing association with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. He is involved in leadership positions with Cornerstone Private Asset Trust Company as well as the accounting firm Boeckermann, Grafstrom, Mayer. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by professionals with CFP and CPA/PFS credentials, and benefits from formal affiliations that provide direct access to trust administration and tax coordination.

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.

Samuel Johnson is a CFP® and ChFC® with five years of experience in financial advisory. He has worked at Boyum Wealth Architects LLC since 2023 and previously was with Paradigm, Strategies in Wealth Management, LLC from 2017 to 2023. His background also includes roles at Village Bank and the University of Minnesota. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Eric Mccarver is a CFP® with 29 years of industry experience, currently serving at Normandy Investment Advisors since 2025. Prior to joining Normandy, he was affiliated with CommonWealth Financial Network for 27 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity involved in securities and insurance business. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across various asset classes and incorporating derivatives in separately managed accounts.

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.