Daniel Boeckermann is a financial advisor at BGM Wealth Management with 28 years of industry experience and holds a Series 65 designation. His work history includes roles at EntreBank, Venture Bank, and a long-standing association with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. He is involved in leadership positions with Cornerstone Private Asset Trust Company as well as the accounting firm Boeckermann, Grafstrom, Mayer. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by professionals with CFP and CPA/PFS credentials, and benefits from formal affiliations that provide direct access to trust administration and tax coordination.

Christopher Johnson is a financial advisor at Affiance Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Wealth Enhancement Group. Johnson also maintains a role as an independent insurance agent specializing in Accident & Health, Variable Life & Variable Annuities, and Life insurance. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a variety of model strategies with both passive and active elements.

Samuel Johnson is a CFP® and ChFC® with five years of experience in financial advisory. He has worked at Boyum Wealth Architects LLC since 2023 and previously was with Paradigm, Strategies in Wealth Management, LLC from 2017 to 2023. His background also includes roles at Village Bank and the University of Minnesota. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Alexander Dunne is a CFP® professional with seven years of experience in the financial advisory industry. He has been with SilverOak Wealth Management LLC since 2015. The firm is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. SilverOak offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, financial education workshops, and implementation support, emphasizing individualized investment policies and ongoing portfolio supervision.

Kevin Distad is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Nepsis since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, including portfolio analytics and speaking engagements.

Brendan Halleron is a financial advisor at Affiance Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Affiance Financial and Private Client Services since 2017. Prior to his advisory career, he was employed by Cargill Inc for three years. He serves as a board member of Achieving Cures Together, a nonprofit focused on microbiome research and microbial disease cures. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a range of model strategies with blended passive and active investments.

Ross Brouwer is a financial advisor with BlueStem Wealth Partners, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He is also an investment specialist with LM Partners, LLC. 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 emphasizes fundamental analysis to build long-term portfolios and offers a combination of advisory services, including portfolio management and assistance with external money managers.

Robert Lawson is a CFP®-certified financial advisor with 17 years of industry experience, currently with Palisade Asset Management, LLC in Minneapolis, MN. His prior roles include positions at Sns Financial Group, Llc (D/B/A Vector Wealth Management) and Vector Wealth Management, Llc. Outside of his advisory work, Lawson is a musician, performing guitar and vocals in two rock bands, POPBANG! and THE SOUL TRUSTEES. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment vehicles and third-party managers.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors since 2007, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a team-based, consultative approach and manages client assets through mutual funds, ETFs, independent managers, direct indexing, and proprietary model portfolios, including strategies employing derivatives alongside traditional instruments.

Jon Otterness is a financial advisor at Vantage Point Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also operated as a sole proprietor since 2006. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platforms and programs.

Benjamin Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 31 years of industry experience. His career includes roles at New Era Financial Advisors, Inc., J.W. Cole Financial, Inc., and Concourse Financial Group Securities Inc. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations with approximately $2.55 billion in discretionary assets. The firm offers asset management, financial planning, and specialized consulting services, implementing model portfolios and using a range of investment vehicles including ETFs, mutual funds, stocks, bonds, and third-party managed accounts.

Scott Airey is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, Airey serves as Vice-President of Networking for BNI. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, and tax-related services.

Thomas Barten is a financial advisor with United Advisors America and holds a Series 66 designation. He has 14 years of industry experience, including eight years at U.S. Bancorp Investments and five years at both United Advisors America and Alliance America. He is also a licensed insurance agent offering life, fixed annuity, health, and long-term care insurance products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach, focusing on customized asset allocations with mutual funds, ETFs, and select exchange-traded products, including those investing in digital currencies.

Jon Spahn is a Series 65-licensed financial advisor with Kingstone Capital Partners Texas, LLC, where he has worked since 2022. He has one year of industry experience and previously held roles at Pathway Ventures LLC and North Dakota State University. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental, bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs within its risk-managed investment strategies.

Thomas Jensen is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with one year of industry experience. He holds a Series 65 designation and has previously worked at several firms including Petros Family Wealth and Investment Rarities, Inc. Outside of advising, he is involved with Wear Out the Net, an activity he has participated in since 2019. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, offering detailed recommendations and periodic reviews while leaving implementation decisions to clients.

Mary Jo Kohman is a CFP® and ChFC® with 36 years of industry experience. She is currently a financial advisor at BlueStem Wealth Partners, LLC, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services, LLC, American Enterprise Investment Services, Inc., and Columbia Management Investment Distributors, Inc. Outside of her advisory work, Kohman serves as Secretary on the Finance Committee of St. Michael Catholic Church and is the COO and financial advisor at LM Partners, LLC. 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 emphasizes a fundamental analysis approach to long-term portfolio construction, offering a range of investment options and ongoing portfolio management tailored to client objectives.

Jack Garrison is a financial advisor at Strategic Wealth Group with a Series 66 credential and three years of industry experience. He has worked at Strategic Wealth Group since 2022 and previously was employed by The Advisory Realty Group and Kwik Trip. Outside of his advisory role, he serves as an assistant coach at Chanhassen High School. 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 combines fundamental and technical analysis to construct client strategies, manages over $1.5 billion in discretionary assets, and offers a range of investment management options including third-party sub-advisors and wrap fee programs.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked within the Thrivent Advisor Network and its affiliated entities from 2018 to 2025. He is also an insurance agent providing insurance sales services to clients. Cedar Cove Wealth Partners offers discretionary investment management and financial planning to individual and institutional clients, utilizing a combination of active and passive strategies, tactical asset allocation, and alternative investments. The firm oversees approximately $455 million in assets across more than 2,000 accounts, managing most portfolios on a discretionary basis and integrating estate planning services with an emphasis on client communication and education.

Dana Buska is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Feltl & Company since 2006. Outside of her advisory work, Buska serves as a director on the church foundation board of the United Methodist Church in Minneapolis. Feltl Advisors provides investment advisory services primarily to individual investors who are not high-net-worth, as well as to 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 relationship with RBC, delivering advice on a non-discretionary basis.