Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. Outside of his advisory work, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management serves individuals, families, and institutional clients, offering investment management, financial planning, and ERISA plan consulting. The firm manages growth equity strategies alongside customized fixed-income approaches, emphasizing fundamental analysis and participant education for retirement plans.

Grant Dressen is a financial advisor at 360 Financial in Wayzata, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Financial, Multiplan, Sezzle, Bank of America, Merrill, GRD Solutions, and UnitedHealthGroup. 360 Financial serves 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 employs a range of investment strategies, emphasizing continuous, individualized account supervision and educational webinars.

Carter Springer is a CFP® and Series 66 registered advisor with Tradition Wealth Management LLC, bringing four years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Strapped LLC. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, and specialized consulting services, utilizing model portfolios and a variety of investment vehicles.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Seth Heimermann is a CFA® charterholder with six years of industry experience. He has been with The Advocate Group, LLC since 2019 and previously worked at Columbia Threadneedle Investments from 2014 to 2018. Outside of his advisory role, he is the sole owner of Ronin Ventures, LLC, a small business consulting firm. The Advocate Group serves individual clients, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm’s investment approach is guided by comprehensive financial planning, emphasizing liquidity and customized portfolio management, with most assets managed on a discretionary basis.

Joshua Nolby is a financial advisor at Kure Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Geneos Wealth Management, WFG Investments Inc., and Income Planning Group. Outside of his advisory role, he assists as an Investment Adviser Assistant at Capital Asset Advisory Services. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a variety of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Jonathan London is a financial advisor at Oakwood Capital, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014. Outside of his advisory role, he serves as a city council member in New Hope, Minnesota. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio options through a combination of in-house and third-party model portfolios.

Walter Albitz is a financial advisor at Contego Capital Group, Inc. with a Series 66 credential and experience spanning roles at Allianz Life Insurance Company of North America, Purshe Kaplan Sterling Investments, and Integrated Wealth Advisors. He has also worked in entrepreneurial and insurance capacities and served as a youth soccer official. Contego Capital Group is a SEC-registered investment adviser serving 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.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Anton Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cherry Tree Investments, Inc. since 1981. Christianson serves as a director of Titan Machinery Inc. and nine private companies, and he is a co-trustee for a family trust. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, asset allocation-focused investment approach using primarily passively managed institutional-class mutual funds and ETFs, with discretionary portfolio management and retirement plan consulting services.

Anthony Gray is a financial advisor with Empirical Asset Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. Empirical Asset Management provides discretionary investment management to a diverse range of clients, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Felix Kopycinski is a financial advisor at Laurel Wealth Planning with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Northwestern Mutual and Intentional Enterprises, LLC, among other firms. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, and financial planning services. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and a committee-based approach to tailor investment programs and employs distinctive practices such as derivatives and option-writing strategies.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.

Jared Konen is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2022 and previously held roles at LPL Financial, Bernicke Wealth Management, and the City of Cambridge. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy focused on asset allocation and utilizes predominantly passively managed institutional-class mutual funds and ETFs.

Ryan Punch is a CFP® with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2021. He previously worked at Ameriprise Financial from 2017 to 2020 and has a background that includes a position at the University of Wisconsin. Punch & Associates Investment Management provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis across various market capitalizations and specialized strategies.

Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. 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 a team of five advisors.

Matthew Berhow is a CFP® and holds a Series 66 license with 24 years of experience in financial advisory. He has worked at firms including CETERA Advisor Networks LLC and Affiance Financial LLC before joining All Star Financial, where he currently serves as the sole advisor. He also holds a role as an insurance agent selling fixed life, health, disability, annuities, long-term care, and life settlements. All Star Financial offers personalized financial planning, tax preparation by in-house CPAs, and both discretionary and non-discretionary investment management to a broad client base. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and global diversification across risk-based model portfolios.

Matthew Hiller is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. EntreWealth serves individuals, high-net-worth clients, businesses, and pension and profit-sharing plans by providing investment advisory and portfolio management. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He began his advisory career in 2025. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of planning services, including financial, pension consulting, and estate-planning access.