Marissa Klaers is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. Her prior roles include positions at Purshe Kaplan Sterling Investments, Personal Wealth Partners, LPL Financial, and H. Beck, Inc. She also holds a notary public commission. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a tailored investment approach that includes mutual funds, ETFs, alternatives, and complex strategies as appropriate to client objectives.

Noah Johnson is a financial advisor at Ballast Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and the Mayo Clinic. His background also includes roles in education and various short-term positions outside finance. Ballast Advisors manages approximately $674 million in assets for individual investors, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, investment and wealth management, and retirement plan consulting, employing strategies like modern portfolio theory and strategic asset allocation.

Robert Kincade is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 21 years of industry experience and a Series 66 designation. He has held roles at Three Bridges Private Capital, Pine Grove Financial Group, Purshe Kaplan Sterling Investments, and Cetera Advisor Networks. Outside of advisory work, he is the author of the book "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." 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 provides discretionary asset management, financial planning, and fiduciary consulting services, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Michelle Campbell is a financial advisor with Pine Grove Financial Group in Woodbury, MN, holding CFP® certification and Series 63 and 65 licenses. She has 34 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of her advisory work, she volunteers with Union Gospel Mission and participates in endurance events supporting disabled individuals through My Team Triumph - Minnesota. 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 combined with strategic asset allocation and employs third-party managers and model providers to implement client portfolios.

Joshua Hawkins is a CFP® and ChFC® with 14 years of industry experience. He is currently with Leverty Financial Group, LLC, where he has worked since 2020, following prior roles at Northwestern Mutual Wealth Management Company and Leverty and Associates. Hawkins is also co-owner of LFG Tax, LLC, a tax preparation and filing service, and associate co-owner of LFG Risk Services, LLC, an affiliated insurance agency. Leverty Financial Group is a SEC-registered advisory firm with a six-advisor team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and non-profits, offering discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to clients’ objectives.

John Schonberg is a CFA® charterholder affiliated with Stonebridge Capital Advisors LLC in St. Paul, MN, where he has worked since 2013. He holds Series 63 and Series 65 licenses and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base including high-net-worth individuals, families, trusts, endowments, pension plans, insurance companies, and institutional clients. The firm emphasizes customized investment strategies grounded in fundamental analysis and long-term objectives, offering diversified equity and fixed-income portfolios along with options strategies and coordinated advisory services.

Emmett Gustafson is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, holding a Series 65 designation. He has one year of experience at HighMark Wealth Management and Harrington Langer & Associates. Gustafson’s prior work includes roles in education and local government. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s four-advisor team manages approximately $611.7 million in client assets through portfolios including mutual funds, ETFs, individual equities, and allocations to independent managers.

Bjorn Amundson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank, RBC Capital Markets, and Ameriprise. Outside of his advisory work, he serves on the board of Compass Ministries and is a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors offers investment management, retirement-plan consulting, and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Richard Juckel is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Ballast Advisors, LLC since 2017 and previously at Ameriprise Financial Services, Inc. and RBC Capital Markets. Outside of his advisory role, he serves as CFO for a family-owned hair salon, handling bookkeeping duties. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing strategies such as modern portfolio theory and tactical asset allocation across various securities and independent managers.

Matthew Brocker is a financial advisor at Legacy Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Legacy Wealth Asset Management since 2020 and M HOLDINGS SECURITIES, Inc. since 2014. Outside of his advisory role, Brocker serves on the board of Five Oaks Community Church and participates in the finance committee at New Life Academy. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm manages approximately $475 million in discretionary assets and employs a multi-faceted investment process that includes Biblically Responsible Investing and the use of individually managed wrap accounts.

Patrick Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with HighMark Wealth Management LLC since 2012 and also has experience with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering both 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, individual equities, and separate account managers, and provides services on a wrap-fee basis with access to independent managers.

Tyler Schelhaas is a financial advisor at Gambit Capital Management, LLC with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Tyler has worked at Gambit Capital Management since 2024 and previously was affiliated with Sns Financial Group, LLC and Spronk Brothers III LLP, where he also serves as a risk manager for a hog and row crop operation. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management and related services such as financial planning, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis and uses derivatives and options strategies tailored to client needs.

Benjamin Brocker is a CFA® charterholder with 15 years of experience in the financial services industry. He has been with Legacy Wealth and its affiliated entities since 2011, currently serving as a financial advisor at Legacy Wealth Asset Management. Brocker is based in Woodbury, Minnesota, and operates within a four-advisor team. 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 multifaceted investment approach incorporating fundamental, quantitative, and sector analyses, along with Biblically Responsible Investing screening, and manages approximately $475 million in discretionary assets.

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.

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.