Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management with a range of investment options and coordinates with tax and estate specialists as part of its client service.

Scott Marquardt is a CFP® professional with 21 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Marquardt is a board member of the Kiwanis Club of Litchfield. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a combination of discretionary management, external manager oversight, and insurance products through a platform partner.

David Anderson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked at Concourse Financial Group Securities for 12 years and has been involved with Tradition Wealth Management since 2008. Anderson also serves as an agent for Tradition Wealth Management Insurance Agency, focusing on analyzing and writing term life insurance. 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. The firm offers asset management, financial planning, consulting, and specialized services such as IPO participation guidance and ERISA fiduciary retirement plan services, using a model portfolio approach with ongoing portfolio management.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 12 years of industry experience. She holds a Series 66 designation and has worked at Parr McKnight Wealth Management Group since 2024, following prior roles at Wells Fargo Advisors Financial Network and PLT Inc. She also spent several years as a stay-at-home mom. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management primarily for high-net-worth individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trading strategies.

Marrissa Svenningsen is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Financial Perspectives since 1999 and has also been affiliated with Purshe Kaplan Sterling Investments since 2013. Outside of advising, she is involved with an affiliated tax preparation and accounting practice through FP Tax & Accounting, LLC. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing roughly $1 billion in assets through a multi-team advisory model. The firm offers customized portfolio management using both discretionary and non-discretionary approaches, incorporating third-party managers and various custodial and technology platforms, alongside an affiliated accounting service.

Christopher Leivermann is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Concourse Financial Group Securities, Park Avenue Securities, and Guardian Life Insurance. Outside of advising, he serves as an independent agent for life, disability, and long-term care insurance products. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, mutual funds, and alternative investments, with specialized offerings such as 1031 exchange consulting and ERISA fiduciary services.

William Dove Jr. is a CFA® charterholder and holds a Series 66 license, with one year of experience at 1834 Investment Advisors Co. He has previously worked at Old National Bank, PNC Bank, Waycrosse Inc., and Wells Fargo, accumulating extensive industry experience since 2004. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Kristine Meyer is a financial advisor at Stiles Financial Services, Inc. with five years of industry experience. She holds the Series 65 designation and has worked at Stiles Financial Services since 2019, following thirteen years at Cornerstone Private Asset & Trust. Stiles Financial Services supports a range of clients including individuals, families, trusts, estates, charitable organizations, foundations, and corporations. The firm offers tailored financial planning and retirement plan consulting combined with portfolio management through a discretionary wrap-fee program, using an analytical investment approach focused on diversification, asset allocation, and risk management.

Kevin Max is a financial advisor at BlueStem Wealth Partners, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He serves as president of the Delano Senior Center Advisory Council and is also an 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 employs fundamental analysis to build long-term portfolios and offers a range of services including comprehensive financial plans, portfolio management, and assistance with external money managers.

Duncan Pederson is a financial advisor at Fiat Wealth Management with a Series 65 credential and seven years of industry experience. He previously worked at SilverOak Wealth Management and has held positions at several other firms since 2015. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning and analysis.

John Carraux is a CFA® and CIC credentialed financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. He has been with Punch & Associates since 2004. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and various types of funds, managing approximately $2.09 billion in discretionary assets as of December 2024. The firm employs a multi-cap investment approach focused on fundamental research and behavioral analysis, offering customized discretionary portfolio management and Wealth Advisory services.

Peter Orth is a financial advisor at Ascent Advisors with 20 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Corestone Wealth Management LLC and Ausdal Financial Partners, Inc. He is also a regional sales manager at American Senior Benefits, where he trains and manages agents and participates in indexed annuities. Additionally, Orth serves as treasurer and vice president of the Lakeway Office Plaza Association, advising on reserve investments and auditing financial reports. Ascent Advisors provides ongoing portfolio management, financial planning, and specialized consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process and emphasizes fiduciary duties, regular portfolio monitoring, and integration of Delaware Statutory Trust advisory services.

Samantha Beavens is a financial advisor with Summit Investment Advisory Services in Roseville, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Summit and LPL Financial in 2020, she worked at Northwestern Mutual Investment Management and also has experience outside finance in the hospitality industry. In addition to her advisory role, Ms. Beavens is a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and investment strategies. The firm offers both discretionary and non-discretionary account management and participates in multiple LPL Financial-sponsored advisory programs.

Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Bradford Aylin is a CFP® professional with four years of industry experience, currently serving at Stiles Financial Services, Inc. He has worked previously at Secured Retirement Advisors, LLC, and US Bank. Aylin also maintains an independent insurance agent role focused on accident and health and life insurance. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio management program that emphasizes diversification, asset allocation, and risk management.

Joseph Sessions is a Certified Financial Planner® (CFP®) at The Planning Center, Inc. in St. Louis Park, MN, with 12 years of industry experience. He has been with The Planning Center since 2014. The Planning Center, Inc. is a fee-only wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a multi-meeting planning process and manages accounts primarily on a discretionary basis with mutual funds, ETFs, model portfolios, and third-party separately managed accounts, also incorporating proprietary software and AI tools under human oversight.

Margaret Swanson is a CFP® professional at Modus Advisors, LLC with five years of industry experience. She has been with Modus Advisors since 2017. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers tailored portfolios that include stocks, bonds, ETFs, mutual funds, options, and other securities, and features a notable focus on risk disclosure and integration with Schwab advisory platforms.

Jared Lea is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding CFP® and Series 66 credentials and nine years of industry experience. He has been associated with both Strategic Wealth Group Registered Investment Advisors, LLC and LPL Financial LLC over the past decade. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, offers fiduciary advice, and integrates broker-dealer and insurance activities within its operations.