Jeffrey Hackler is a financial advisor at Fortis Group Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Group Advisors since 2020, with prior experience at LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he serves as a boys swim coach at Waconia High School. Fortis Group Advisors is a multi-advisor firm serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, and estates. The firm offers investment management, financial planning, and estate coordination using a blend of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

Eric Turcott is a financial advisor at Abbey Street with four years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, Turcott is involved in real estate as a licensed realtor and has experience in construction and administration through his involvement with Turcott Construction and Jacobson Advanced Eye Care. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and portfolio management. The firm employs an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis with a focus on diversification and ongoing due diligence.

Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

W. Jillian Link is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 designation and 25 years of industry experience. Her career includes roles at Securities America Inc. and Osaic Wealth, Inc., and she has been with USAdvisors since 2012. Outside of advisory work, she owns Bear Cave Brewing, a business featuring a self-serve tap system, food service, and an event space. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of model portfolio strategies and fundamental security selection, sourcing models from multiple institutional providers to align portfolios with client objectives.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.

Nathaniel Running is a CFP® professional with 28 years of experience, currently serving at Strategic Wealth Group. He has worked with Strategic Wealth Group Registered Investment Advisor, LLC and LPL Financial since 2016 and also owns Running Tax Service, LLC. Outside of financial advising, he is a minority investor in Fish Daddy Outdoors, LLC, a manufacturing business in Excelsior, MN. Strategic Wealth Group manages over $1.5 billion in discretionary assets and offers portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide asset allocation and investment selection, providing both discretionary and non-discretionary options tailored to client needs.

Tyler Kuske is a CFP® with 11 years of industry experience, currently affiliated with Strategic Wealth Group in Eden Prairie, MN. He has held roles at Edward Jones and LPL Financial and operates Kuske Consulting LLC. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis, sub-advisors, and third-party manager programs to develop and manage client strategies.

Jack Garrison is a CFP® professional with four years of industry experience, currently serving as an advisor at Strategic Wealth Group. His background includes roles at The Advisory Realty Group and ongoing employment with Kwik Trip. He also works as an assistant coach at Chanhassen High School. Strategic Wealth Group serves individuals, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services. The firm integrates fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets.

Michael Dougherty is a financial advisor at United Advisors America with 15 years of industry experience. He holds the ChFC® and Series 63 designations and has been with United Advisors America since 2011. Dougherty is also involved in insurance sales as a financial planning representative for Alliance America. United Advisors America serves individual investors, particularly those nearing retirement, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing model portfolios, tailored asset allocation, and regular reviews to align with clients' goals and risk tolerance.

Jared Lea is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding CFP® and Series 66 credentials and nine years of industry experience. He has been associated with both Strategic Wealth Group Registered Investment Advisors, LLC and LPL Financial LLC over the past decade. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, offers fiduciary advice, and integrates broker-dealer and insurance activities within its operations.

Jonathan Rienstra is a financial advisor with Strategic Wealth Group in Eden Prairie, MN. He holds a Series 66 designation and has 16 years of industry experience. He has served at Strategic Wealth Group and LPL Financial since 2016 and has operated as a sole proprietor since 2009. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies, employs third-party managers, and offers both fiduciary and non-discretionary retirement account advice, managing $1.54 billion in discretionary assets as of December 31, 2025.

Matthew Peterson is a financial advisor with Strategic Wealth Group, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at GREAT VALLEY ADVISOR GROUP, Salt Property & Casualty, and LPL Financial. In addition to his advisory work, he operates as a sole proprietor and has involvement in fixed life and disability insurance representation. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs both fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets without imposing account minimums.

Benjamin Ollila is a CFP® with 17 years of industry experience, currently serving as an advisor at Strategic Wealth Group. His prior roles include positions at Thrivent Investment Management and LPL Financial. He is also involved with the Edgewater Team, LLC, an entity he has been associated with since 2011. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs both fundamental and technical analysis to develop client strategies, offering fiduciary advice alongside options for non-discretionary control.

Andrew Beilke is a financial advisor at USAdvisors Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America, Inc. and Osaic Wealth, Inc. Beilke also serves as COO of USAdvisors Network, coordinating operations for the firm's advisors. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm uses a combination of model portfolios and fundamental security selection across a range of investment strategies, sourcing solutions from multiple institutional providers.

Joshua Zajicek is a financial advisor at Abbey Street with a CFA® designation and Series 63 license. He has eight years of industry experience, including roles at Mercer and Waycross, Inc. prior to joining Abbey Street in 2025. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs a research-driven investment approach combining quantitative and qualitative analysis, focusing on diversification, strategic asset allocation, and blending active and passive strategies with a long-term, buy-and-hold orientation.

Robert Cron Jr. is a financial advisor with Abbey Street in Eden Prairie, MN, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, US Bank, WealthSpire Advisors, and Baker Tilly Investment Advisors. He serves as director and treasurer for the Folds of Honor Foundation in Minnesota, where he oversees financial reports, solicits donors, and manages the endowment. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, fiduciary oversight, and private wealth planning. The firm follows an independent, fiduciary-oriented investment approach that combines quantitative and qualitative analysis with ongoing due diligence.

Joshua Hill is an advisor with Strategic Wealth Group and holds a Series 66 designation. He has been working in the financial services industry since 2023, with experience including roles at LPL Financial, Wells Fargo, and NYLife Securities. Outside of advisory work, he is involved with Running Tax Services, LLC, operating as Strategic Tax and Accounting. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management options.

Debra Pladsen is a financial advisor at Fortress Financial Group, LLC with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at LPL Financial, LLC for eight years before joining Fortress Financial Group in 2021. Fortress Financial Group is an SEC-registered wealth management firm managing approximately $352 million for around 330 clients through an eight-advisor team. The firm provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses, using a fiduciary, long-term investment approach supported by both fundamental and technical analysis.