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® with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2021. He previously worked at Ameriprise Financial from 2017 to 2020 and has a background that includes a position at the University of Wisconsin. Punch & Associates Investment Management provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis across various market capitalizations and specialized strategies.

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.

Sarah Kaufman is a financial advisor at Great Waters Financial with five years of industry experience. She holds a Series 65 designation and has worked previously at Great Waters Wealth Management, AdvisorNet Wealth Management, and Employer Solutions Group. Outside of her advisory work, she owns Sarah Ellen Photography, a photography services business. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Matthew Berhow is a CFP® and holds a Series 66 license with 24 years of experience in financial advisory. He has worked at firms including CETERA Advisor Networks LLC and Affiance Financial LLC before joining All Star Financial, where he currently serves as the sole advisor. He also holds a role as an insurance agent selling fixed life, health, disability, annuities, long-term care, and life settlements. All Star Financial offers personalized financial planning, tax preparation by in-house CPAs, and both discretionary and non-discretionary investment management to a broad client base. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and global diversification across risk-based model portfolios.

Matthew Hiller is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. EntreWealth serves individuals, high-net-worth clients, businesses, and pension and profit-sharing plans by providing investment advisory and portfolio management. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He began his advisory career in 2025. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of planning services, including financial, pension consulting, and estate-planning access.

Taylor Hegna is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently a financial advisor at Great Waters Financial and has previously worked at Advisornet Financial and Great Waters Wealth Management. In addition to his advisory role, Taylor is licensed as an insurance agent in Minneapolis. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm manages over $1.2 billion with a team of 23 advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting through tiered service programs.

Thomas Sullivan is a financial advisor at Cordis Financial, LLC in Minneapolis, MN, holding a Series 63 designation with 12 years of industry experience. He previously operated his own practice, Thomas L. Sullivan Financial, from 1997 to 2024 before joining Cordis Financial in 2025. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The five-advisor team manages approximately $318 million across about 284 client relationships, focusing on customized portfolios primarily using mutual funds, ETFs, and third-party model portfolios.

Michael Palumbo is a Series 65-licensed advisor with Great Waters Financial, where he has worked since 2013 and at Great Waters Wealth Management since 2022. He has 12 years of industry experience, including seven years at Advisornet Wealth Management. In addition to his advisory role, Palumbo is a licensed insurance agent involved in insurance sales. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering tiered service levels from Investment Only to Private Client. The firm manages approximately $1.18 billion in assets, employs both fundamental and technical analysis across various asset classes, and offers a combination of discretionary and non-discretionary account management.

Jordan Thorpe is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds a Series 65 designation and has previously worked at Gradients Investments and the University of Minnesota Duluth. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets and employs a research-driven investment approach focused on mid-to-large-cap growth equities and intermediate-term fixed income.

Chadwick Schumacher is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 21 years and has been with Tradition Wealth Management since 2003. Outside of advising, he serves on nonprofit boards, including the Big T Foundation and the 1776 Owens Foundation, which support charitable causes and grants for veterans, police officers, and firefighters. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios, ETFs, mutual funds, and alternative investments, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Jill Smith is a CFP® with 12 years of industry experience and is currently affiliated with Vantage Point Wealth Management. Her prior work includes roles at LPL Financial LLC, Sagepoint Financial, and Foresters Financial Services. Jill is also a Notary Public. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a range of investment approaches, leveraging both in-house advice and third-party managers, and offers fiduciary services including ERISA 3(21) plan management and participant education.

Tanner Steele is a financial advisor with Affiance Financial LLC in St. Louis Park, MN, holding a Series 66 designation and with six years of industry experience. He has been with Affiance Financial since 2019 and is also affiliated with Private Client Services. Affiance Financial advises individual clients, retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm uses a top-down macroeconomic and fundamental analysis approach to develop client-specific asset allocations and offers a range of model investment strategies and alternatives portfolios.

Bradly Gotto is a financial advisor at Fiat Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked with several firms, including American Financial and Capital Asset Advisory Services. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, employing model portfolios and tax-sensitive tools alongside a range of investment products.

Grant Germscheid is a financial advisor with All Star Financial in Minneapolis, MN, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at BlueStem Wealth Partners, Ameriprise, LPL Financial, and PFG Advisors. He also operates as an independent insurance agent under his sole proprietorship. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management services to a broad client base including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified risk-based model portfolios with strategic asset allocation and periodic rebalancing.

Paul Kronlokken is a financial advisor with Palisade Asset Management, LLC in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has been with Palisade since 2009. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client needs.

William Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 66 designation and four years of experience in the industry. His prior roles include positions at Concourse Financial Group Securities Inc and Private Client Services. Johnson also provides notary services on an occasional basis. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations with portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment process combines charting, fundamental, and technical analysis, and it offers specialized services such as 1031 exchange consulting and ERISA fiduciary roles.