Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Hightower Advisors, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses by providing investment management, financial planning, family office coordination, and retirement plan advisory services. The firm combines fundamental, technical, and macroeconomic analysis to construct primarily long-term portfolios consisting of individual stocks, bonds, and ETFs, while integrating services such as family governance and succession planning.

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 with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Lymangood also served in the Minnesota Army National Guard for nine years. Outside of his advisory role, he owns a container storage leasing business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach and manages approximately $274 million in assets, offering risk-adjusted, tax-aware portfolios through both active and passive strategies, and maintains an affiliated accounting practice to facilitate integrated advisory and tax services.

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®-certified financial advisor with nine years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has been with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors serves individual and high-net-worth clients, as well as pension, profit-sharing, and charitable organizations, providing family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based strategies, actively monitors client accounts, and maintains distinctive organizational relationships including proprietary pooled funds and a referral path to a federally chartered trust company.

Sabrina Fay is a CFP® and ChFC® credentialed advisor at Bond & Devick Wealth Partners with 12 years of industry experience. She previously worked at Ameriprise Financial Services and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a role as Immediate Past Chair, and advises the Women Certificate Program at Minnesota State University. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and businesses with asset management and comprehensive financial planning. The firm employs a combination of fundamental, quantitative, cyclical, and ESG research to create customized portfolios and is recognized as a Certified B Corporation.

Chad Weinhold is a financial advisor at Ascent Advisors with 17 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Allianz Life, Oracle, and Equitable Advisors. He is also involved with American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with discretionary portfolio management governed by written Investment Policy Statements.

Maxwell Lawrence is a CFP® with two years of industry experience, currently serving as an advisor at MD Financial Advisors / Vestment Financial. His background includes roles at Eide Bailly, LLP, as well as experience in academia at Mankato State University and Spectrum High School. MD Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, foundations, and businesses. The firm employs a long-term, market-efficient investment approach with diversified, low-cost mutual funds and ETFs, emphasizing asset allocation, rebalancing, and tax-aware decisions.

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.

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.

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.