Megan Nadeau is a financial advisor at Tailwinds Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory role, she is also engaged in insurance sales in New Hope, Minnesota. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of analytical techniques and investment strategies across various asset classes while offering standalone financial planning and consulting services.

Joel Baumgarten is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Pine Grove Financial Group since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and manages about $1.48 billion in discretionary assets across a 15-advisor team.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, investment management, wealth management, and retirement plan consulting. The firm applies a multifaceted investment process managed by an internal committee and serves a large client base through a team of eight advisors.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Todd Arens is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. since 2012. Outside of his advisory role, he serves as president of GCJNAPJ, LLC, a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach using mutual funds, ETFs, equities, and separate account managers, and provides services on a wrap-fee basis or through stand-alone planning engagements.

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.

Michael Leverty is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including roles at Northwestern Mutual and Leverage & Associates LLC. Outside of advising, he is involved in forest preservation and recreational land management and participates in farming operations annually. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, serving individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG factors, and borrowing strategies.

Paul Parnell is a financial advisor at Ballast Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ballast Advisors since 2017, following a long tenure at Ameriprise Financial Services, Inc. He is also involved in several business ventures outside of advisory work, including ownership roles in commercial real estate and tax services, and serves as president of the Commons Showroom 1 Association board. Ballast Advisors serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and regularly monitoring accounts with an emphasis on asset allocation and modern portfolio theory.

Seth Blum is a CFP® and Series 65-licensed advisor at Leverty Financial Group, LLC with three years of industry experience. He has held roles at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Outside of investment advising, he is involved with LFG Tax, LLC, providing tax preparation and filing services. Leverty Financial Group, LLC is a SEC-registered investment adviser serving individuals, small businesses, retirement plans, and non-profit organizations. The firm offers portfolio management, financial planning, and fiduciary services, using model portfolios and third-party sub-advisers to tailor advice to client objectives.

Michael Brocker is a financial advisor with Legacy Wealth in Woodbury, MN, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been associated with Legacy Wealth and its related entities since 2009. Brocker serves on the boards of Bethel University, Hope Academy, and New Life Academy, contributing strategic advice and fundraising efforts in non-investment roles. Legacy Wealth is a team firm managing approximately $546 million in assets across 493 client relationships, serving individuals, trusts, pension plans, and business entities. The firm provides comprehensive financial planning, retirement consulting, and discretionary portfolio management using a multi-method investment approach, including Biblically Responsible Investing screening.

Daniel Sullivan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Highmark Wealth Management LLC since 2016. He previously worked at the University of St. Thomas from 2014 to 2018. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm manages portfolios using mutual funds, ETFs, individual equities, and independent managers, employing charting, fundamental, and technical analysis in its investment process.

Joshua Brocker is a CFP® professional with nine years of experience in financial advising. He is currently with Legacy Wealth in Woodbury, MN, where he has worked since 2020. Prior to joining Legacy Wealth, he held roles at M HOLDINGS SECURITIES, Inc. and Ameriprise Financial. Outside of his advisory work, Brocker serves as a committee member for New Life Academy, a private school, where he assists with fundraising events and foundation investments. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, and sector analysis, along with Biblically Responsible Investing, and manages approximately $475 million in discretionary assets.

Brett Skrede is a financial advisor with Legacy Wealth in Woodbury, MN, holding a Series 65 designation. He joined Legacy Wealth in 2022 and has prior work experience in various roles including at DoorDash and Olive Me Chiropractic. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment process and offers Biblically Responsible Investing options alongside portfolio management and retirement-plan consulting.

Jared Holt is a CFP®-certified financial advisor at Pine Grove Financial Group with 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Jared is also a licensed insurance agent. Pine Grove Financial Group serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary asset management, financial planning, and fiduciary consulting. The firm employs a value investing approach with strategic asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Austin Schmitt is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2026. His prior work includes roles at Gratus Funds and Great Waters Financial. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized financial planning. The firm employs a variety of investment analysis techniques and often utilizes third-party managers and model portfolios.

Michael Nelson is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also involved in a seasonal tree business, Leverty's Traditional Trees, assisting with preparing trees for sale. Leverty Financial Group, LLC serves individuals, small businesses, retirement plans, and non-profits, offering portfolio management, financial planning, and fiduciary services. The firm customizes advice based on client objectives and utilizes model portfolios, third-party sub-advisers, and separately managed account strategies.

Jacob Kogler is a CFP® professional with 13 years of experience in the financial industry. He has worked at Greater Midwest Financial Group, LLC since 2023 and was previously with Kestra Advisory and Kestra Investment Services from 2015 to 2023. Prior to his advisory roles, he served as a case manager preparing cases for advisors. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement plan consulting. The firm manages approximately $589 million in assets and employs a multi-faceted investment approach overseen by an internal committee, allocating assets across a diversified range of securities and offering both discretionary and non-discretionary management.

Lauren Naze is a CFP® and holds a Series 66 license, currently serving as an advisor at Pine Grove Financial Group with five years of industry experience. She previously worked at Ameriprise Financial Services LLC and has experience in both financial services and hospitality. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm focuses on value-oriented, long-term investing combined with strategic asset allocation, offering discretionary asset management, financial planning, and fiduciary services.

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.