Brent Mellum is a CFA charterholder with Stonebridge Capital Advisors LLC and has been with the firm since 2022. He has eight years of prior experience at Twile Capital Management. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth households, managing approximately $2.52 billion in client assets. The firm employs a committee-driven investment process that combines macroeconomic analysis and security-level research, supported by a specialized staff with institutional backgrounds.

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.

Heidi Hukriede is a CFA® charterholder with 29 years of experience at Stonebridge Capital Advisors LLC in St. Paul, MN. She has been with Stonebridge since 1997. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm emphasizes active, research-based portfolio management supported by a team that includes dedicated equity and fixed-income managers, a chief investment officer, and multiple CFA charterholders.

Justin Marvin is a CFP® professional with 10 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He previously worked at Ameriprise Financial Services and has been with Financial Perspectives and Purshe Kaplan Sterling Investments since 2019. Outside of investment advisory, he is involved with FP Tax & Accounting LLC, assisting with tax preparation. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering customized financial planning and investment management. The firm employs both discretionary and non-discretionary portfolio management and integrates accounting services through its affiliated tax practice.

Ashley Milot is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses with 10 years of industry experience. Her prior roles include positions at Honkamp Krueger Financial Services Inc and FOUNDATIONS INVESTMENT ADVISORS, LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering financial planning, discretionary portfolio management, and tax-related planning with a focus on tax-sensitive tools and 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 at 360 Financial in Wayzata, MN, with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and The Prudential Insurance Company of America. 360 Financial is a mid-sized advisory firm managing approximately $770 million for about 1,200 clients, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management, financial planning, and consulting services, with an emphasis on personalized account supervision and tailored portfolios.

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.

Bridget Wiltse is a financial advisor at Petros Family Wealth, LLC with 42 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for nine years before joining Petros Family Wealth in 2025. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses. The firm employs a tax-aware, risk-adjusted investment approach combining active and passive strategies across various asset classes and offers coordination with other professionals to implement financial recommendations.

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 financial advisor with Tailwinds Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Tailwinds Wealth in 2022, he worked at Great Water Wealth Management and AdvisorNet Financial. Outside of advisory roles, he is also involved in insurance sales. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and tailored investment policy statements. The firm employs a range of analytical techniques and may utilize third-party managers and model portfolios while maintaining a predominantly agnostic stance on ESG factors.

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 licenses and has worked at various 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 as needed. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across individual, high-net-worth, institutional, and retirement-plan clients. The firm employs a combination of active and passive investment strategies, including tactical asset allocation and ESG integration, and offers estate-planning coordination and securities-backed lending referrals.

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 11 years of experience in the financial industry. She has been with Caissa Wealth Strategies since 2016 and previously worked at Investment Centers of America and Fintegra, LLC. Perkins is part of a six-advisor team based in Bloomington, MN. 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 uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers financial planning and access to private and alternative investments.

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.

Carl Lymangood is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing for seven years and served nine years in the Minnesota Army National Guard. Outside of advising, he owns and operates a container storage leasing business. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses. The firm employs a tax-aware, risk-adjusted approach that combines active and passive strategies across various asset classes and coordinates with other professionals to implement tailored recommendations.