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.

Sharon Bloodworth is a CFP® with 10 years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has worked with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors offers wealth management, discretionary investment management, family office services, and financial planning to individual, high-net-worth, family office, and accredited investor clients. The firm employs a proprietary investment model that combines diversified Core and Private Funds, supported by independent research and ongoing performance reviews, and provides comprehensive family office functions alongside its investment services.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with RIA Advisory Group since 2014 and also leads Stier Law Offices, where he provides legal advice on estate planning and other matters. His dual background includes nearly three decades in legal practice alongside his advisory role. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, and trusts. The firm offers discretionary portfolio management using a variety of investment types and employs an investment process that incorporates charting, fundamental, and technical analysis.

Sabrina Fay is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 13 years of industry experience. She currently works at Bond & Devick Wealth Partners and has previously held roles at Ameriprise and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a leadership role as Immediate Past Chair, and advises Minnesota State University's Women Certificate Program. She also contributes as a subject matter expert for HCPL Global and writes assessments related to Certified Financial Planner topics. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning with an emphasis on individualized strategies and ESG research.

Chad Weinhold is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at firms including Allianz Life, Equitable Advisors, and Corestone Wealth Management. Weinhold is also involved in American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension plans, and business entities. The firm integrates modern portfolio theory with quantitative, fundamental, and technical analysis, emphasizing long-term trading and regular portfolio monitoring.

Maxwell Lawrence is a CFP®-certified financial advisor with two years of industry experience. He is currently with Boyum Wealth Architects LLC and previously worked at MD Financial / Vestment Financial and Eide Bailly, LLP. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios using a discretionary, customized approach that incorporates technical, tactical, and fundamental analysis, tailoring allocations to each client’s risk tolerance and goals.

Rachel Schleer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. Schleer is based in Bloomington, MN. 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 employs an investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and utilizes a range of investment instruments beyond traditional securities.

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.

Todd Swenson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He currently serves as an advisor at Cherry Tree Wealth Management, LLC and previously worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation for nearly three decades. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm emphasizes asset allocation and long-term buy-and-hold strategies using primarily passive, institutional mutual funds and ETFs.

Ryan Fossey is a financial advisor with Secured Retirement Advisors, LLC and holds the Series 66, Series 63, and Series 65 designations. He has 12 years of industry experience, including roles at Thrivent Investment Management, Fossey Capital Management, FHI Group, and Merrill. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a mix of fundamental and technical analysis, utilizes option strategies, and incorporates direct-indexing and AI tools in its investment approach.

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 at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions. Nelson owns and operates several insurance and tax-related businesses alongside his advisory work, including an insurance agency and a tax preparation firm. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views, offering a variety of focused strategies and an AI-driven portfolio option.

Emily Meisinger is a CFP® professional with eight years of experience at The Advocate Group, LLC in Minnetonka, MN. She has been with the firm since 2015, serving as part of a team of nine advisors. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial plans that align risk, return objectives, and liquidity needs, with a focus on concentrated-wealth management and equity-concentration strategies.

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 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with DAI Securities, LLC since 2018, following roles at Concorde Investment Services, LLC and Jodi K. Corrigan, CPA LLC. Outside of her advisory work, she has part-time experience assisting with accounting and tax preparation. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base, including individuals, institutions, and unique institutional clients such as sovereign wealth funds and municipal entities. The firm provides customized investment management and financial planning services through multiple account models and platform solutions.

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.