Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has previously worked at LPL Financial and First Command Brokerage Services. Plagens maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and executive compensation advice, utilizing an in-house investment team and tax professionals to provide customized, tax-aware strategies focused on risk management.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, holding a Series 66 designation with 12 years of industry experience. He previously worked at Morgan Stanley for six years and has been involved with 705 5th Ave SE Partners LLC since 2018. Outside of investment advising, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships. The firm serves individuals, trusts, estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, offering customized portfolio strategies and a combination of advisory services with client education and outreach.

Grant Dressen is a financial advisor at 360 Financial in Wayzata, MN, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at LPL Financial, Multiplan, Sezzle, Bank of America N.A., Merrill, GRD Solutions, and UnitedHealthGroup – Optum. 360 Financial manages approximately $770 million for around 1,200 clients, serving individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm provides discretionary portfolio management, financial planning, and educational offerings, emphasizing personalized account supervision and tailored portfolios with regular reviews.

Carter Springer is a CFP® and holds a Series 66 license with five years of industry experience. He is affiliated with Tradition Wealth Management LLC in Edina, MN. His prior experience includes roles at Concourse Financial Group Securities Inc and Strapped LLC. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets through model portfolios and a range of investment strategies including ETFs, mutual funds, and third-party managed accounts.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Seth Heimermann is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at The Advocate Group, LLC since 2019. Prior to joining the firm, he worked at Columbia Threadneedle Investments from 2014 to 2018. He is also the sole owner of Ronin Ventures, LLC, a small business consulting firm. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm’s approach centers on comprehensive financial plans aligned with client risk tolerance and objectives, with an emphasis on concentrated-wealth management and transition planning.

Joshua Nolby is a financial advisor at Kure Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Geneos Wealth Management, WFG Investments Inc., and Income Planning Group. Outside of his advisory role, he assists as an Investment Adviser Assistant at Capital Asset Advisory Services. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a variety of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Jonathan London is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Oakwood Capital since 2014 and has prior experience with Oakwood Capital Securities, Inc. outside that period. In addition to his advisory role, London serves as a city council member in New Hope, MN. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management, utilizes third-party managers and model portfolios, and conducts annual reviews and reporting for client accounts.

Walter Albitz is a financial advisor at Contego Capital Group, Inc. with a Series 66 credential and experience spanning roles at Allianz Life Insurance Company of North America, Purshe Kaplan Sterling Investments, and Integrated Wealth Advisors. He has also worked in entrepreneurial and insurance capacities and served as a youth soccer official. Contego Capital Group is a SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Anton Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cherry Tree Investments, Inc. since 1981. Christianson serves as a director of Titan Machinery Inc. and nine private companies, and he is a co-trustee for a family trust. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, asset allocation-focused investment approach using primarily passively managed institutional-class mutual funds and ETFs, with discretionary portfolio management and retirement plan consulting services.

Anthony Gray is a financial advisor at Empirical Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank NA, Merrill, and Bank of America. Empirical Asset Management provides discretionary investment management services to a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Felix Kopycinski is a financial advisor at Laurel Wealth Planning with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Northwestern Mutual and Intentional Enterprises, LLC, among other firms. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, and financial planning services. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and a committee-based approach to tailor investment programs and employs distinctive practices such as derivatives and option-writing strategies.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.

Jared Konen is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2022 and previously held roles at LPL Financial, Bernicke Wealth Management, and the City of Cambridge. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy focused on asset allocation and utilizes predominantly passively managed institutional-class mutual funds and ETFs.

Ryan Punch is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Punch & Associates Investment Management, Inc. since 2021 and previously spent three years at Ameriprise Financial. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a fundamentally driven, multi-cap, contrarian investment approach and manages portfolios on a discretionary, team-based basis while also serving as an adviser to private funds focused on micro-cap and nano-cap opportunities.

Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.