Cole Billings is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Wealth Management Company, and DFPG Investments, LLC. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on risk management through hedging and tactical rebalancing.

Andrew Feterl is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Bond & Devick Wealth Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Saint Louis Park, MN. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, utilizing fundamental, quantitative, and cyclical analysis, and offers ESG research as part of its investment planning.

Kody Sherlund is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and previously spent six years at Heritage Wealth Architects, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm primarily uses passive investment strategies supplemented by specialized external managers and aggregates held-away assets to include in client portfolios.

Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.

Eric Unger is a financial advisor with Private Client Services, LLC in St. Louis Park, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Private Client Services since 2017 and previously was with Cetera Advisor Networks from 2013 to 2017. Unger is also an investment advisory representative at Affiance Financial, LLC, where he provides investment management and financial planning services. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Justin Frys is a financial advisor with Cherry Tree Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cherry Tree in 2019, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2019. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, retirement plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with discretionary portfolio management and periodic fundamental analysis.

Heather Fears is a financial advisor with BlueStem Wealth Partners, LLC in Litchfield, MN, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2021 and returned to Ameriprise from 2021 to 2023 before joining BlueStem in 2023. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a range of investment options, including mutual funds, ETFs, individual equities, and alternative investments, with ongoing portfolio monitoring and regular client reviews.

Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.

Timothy Fahey is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nicollet since 2016, following nine years at Northland Securities, Inc. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for about 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm uses model strategies and customized portfolios to meet client objectives, combining discretionary management with client education and outreach.

Mallory Kretman is a CFP® and Series 65 licensed advisor with 11 years of industry experience. She works at Laurel Wealth Planning, a team-based firm in Edina, MN, where she has been since 2015. Laurel Wealth Planning is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The six-advisor team manages approximately $453.6 million and provides wealth management, portfolio management, and financial planning services using a combination of fundamental and technical analysis.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Daniel Colich is a financial advisor at Oakwood Capital, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital Securities, Inc. since 2008. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Anthony Perala is a CFA® charterholder with four years of industry experience. He has been with Punch & Associates Investment Management, Inc. since 2021 and previously worked at Securian Asset Management for five years. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, including high-net-worth individuals, families, foundations, and government entities. The firm follows a multi-cap, fundamentally driven, and contrarian investment approach, managing portfolios on a team-based basis across various market capitalizations and offering specialized micro- and nano-cap strategies.

Mitchell Dickie is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously with Ameriprise Financial and FedEx, among other roles. Mitchell also spent time at the University of St. Thomas during his early career. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, families, trusts, and institutional plan sponsors. The firm utilizes a long-term oriented investment approach that incorporates fundamental analysis and a broad range of asset types, managing over $1.1 billion with a team of 18 advisors.

Coresa Cass is a CFP® professional with five years of experience, currently with Cornerstone Wealth Advisors, Inc. in Edina, MN. She has worked at Cornerstone since 2015. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process and quantitative analysis to construct long-term portfolios, conducts frequent portfolio reviews, and offers customized billing arrangements for select clients.

Joshua Lantz is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 66 designation and 13 years of industry experience. He has been with the firm since 2013. Outside of his advisory role, he participates in consulting by completing online surveys related to financial services. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Mitchell Edwards is a financial advisor at Feltl Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Feltl and Company since 2003. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis.

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.

Jeffrey Jacobson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Colliers Securities since 2002. Jacobson serves as President of Colliers Insurance Agency and is a trustee on the NDSU Foundation Board of Trustees. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary fee-based and discretionary wrap programs. The firm operates as both a registered broker-dealer and investment adviser and is affiliated with the broader Colliers group, providing access to insurance products alongside advisory and brokerage services.

Lewis Coffey is a financial advisor at Windsor Capital Management, LLC in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. He has been with Windsor Capital Management since 2011. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using fundamental, technical, and charting analysis, along with proprietary model portfolios including fixed income, ETFs, closed-end funds, and stock models, and serves other advisers through sub-advisory and co-advisory arrangements.