Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.

Stephanie Stoup is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with Boyum Wealth Architects LLC and has previously worked at Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Ms. Stoup serves as an Advisory Board Member for the Twin Cities Film Festival, participating in events and providing guidance on a volunteer basis. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations based on each client's risk tolerance, time horizon, and goals.

Connor Lantz is a CFP® professional with three years of industry experience, currently serving at E Wealth Partners. His prior experience includes roles at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E Wealth Partners is an SEC-registered advisory firm with a team of five advisors managing approximately $218.7 million for around 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipalities, other advisers, and insurance companies, using a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.

Rachel Engel is a financial advisor at Stiles Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Stiles Financial Services since 2025. Prior to this, she held roles at Thrivent and Cov, and spent five years at Starbucks. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations by providing tailored financial planning and corporate retirement plan consulting. The firm employs an analytical investment approach with a qualitative overlay, emphasizing diversification, asset allocation, risk management, and long-term buy-and-hold strategies.

Stephen Moseley is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Tealwood since 2016, as well as Fidelity Investments-PWMG since 2003. Tealwood Asset Management provides discretionary investment management and advisory consulting to a range of clients including individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework with formal quarterly reviews and performance reporting.

Debra Pladsen is a financial advisor at Fortress Financial Group, LLC with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at LPL Financial, LLC for eight years before joining Fortress Financial Group in 2021. Fortress Financial Group is an SEC-registered wealth management firm managing approximately $352 million for around 330 clients through an eight-advisor team. The firm provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses, using a fiduciary, long-term investment approach supported by both fundamental and technical analysis.

Dana Brewer is a CFP® with 18 years of experience in the financial industry, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. Brewer has been with Birchwood since 2014, contributing to the firm’s advisory team. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Bruce Bouta is a ChFC® with 48 years of industry experience, currently serving as an advisor at SB Advisory, LLC. He has held roles at firms including Cabot Lodge Securities, Cetera Advisor Networks, and Great Lakes Advisory Network. In addition to his financial advisory work, Bouta operates as an attorney and consultant specializing in business continuation planning, estate planning, and probate. SB Advisory, LLC is an SEC-registered multi-team firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm predominantly provides non-discretionary investment advice, using a combination of mutual fund and ETF allocation, individual equities, and third-party managers supported by fundamental, technical, and qualitative analysis.

Kyle Smith is a Series 65-licensed financial advisor with MD Financial Advisors / Vestment Financial, bringing two years of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles at the University of Minnesota Duluth and Litchfield High School. MD Financial Advisors / Vestment Financial serves individuals, trusts, estates, and institutional plan sponsors with financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Tyler Rudek is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Boyum Wealth Architects LLC, where he has worked since 2015. 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 along with fundamental and cyclical analysis to create customized portfolios aligned with client goals, risk tolerance, and time horizon.

Turner Storm is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Marks Group Wealth Management, Inc. and has previously worked at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed strategies, combining fundamental and technical analysis, and utilizes both in-house and independent subadvisers to manage nearly $2 billion in client assets.

Brittany Metzig is a CERTIFIED FINANCIAL PLANNER™ at Bond & Devick Wealth Partners with 26 years of industry experience. She has been with Bond & Devick since 2016. Outside of her financial advisory role, she is involved in direct sales as a stylist for Farmasi, focusing on skincare, makeup, and hair care products. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, offering services that include portfolio management, financial planning, and ESG research.

Andrea Barkley is a financial advisor at Punch & Associates Investment Management, Inc. with 26 years of industry experience. She has been with Punch & Associates since 2016. Barkley holds Series 63 and Series 65 licenses. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm follows a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis and offering specialized micro- and nano-cap strategies through private funds and sub-advisory relationships.

Bryan Johnson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Colliers Securities since 2005. 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. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to tailor investment solutions.

James Quinn is a CFA® charterholder and Series 66 licensee based in Minneapolis, MN, with four years of industry experience. He currently serves as an advisor at EPIQ Partners, LLC and has previously worked at US Bank Private Wealth, Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and The Ayco Company, L.P. EPIQ Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary models focusing on concentrated, high-conviction portfolios combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Nicholas Fahrendorff is a CFP® professional with three years of experience at Pine Grove Financial Group. His prior work includes roles at Solutran, Domino's Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team managing approximately $1.5 billion across about 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering discretionary asset management, financial planning, and fiduciary services.

Nicholas Johnson is a CFP® with 14 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2018. His prior roles include positions at Northwestern Mutual Wealth Management Company and FFP Wealth Management. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, offering comprehensive portfolio management and financial planning with strategies including individual securities, mutual funds, ETFs, options, and select private investments.

Olivia Plagge is a CFP® professional with three years of industry experience, currently serving as an advisor at Cornerstone Wealth Advisors, Inc. She has worked at Cornerstone since 2020 and previously held positions at Vine & Fig Tree Wealth Planning and Creative Planning, LLC. Cornerstone Wealth Advisors is a five-advisor team managing approximately $609 million for around 336 clients, including individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment management, using a strategic asset-allocation process and regularly reviewing client accounts.

Jesse Sills is a CFP® and holds a Series 65 license, currently serving with MD Financial Advisors / Vestment Financial. He has three years of industry experience, including time at the University of Minnesota Duluth and roles with MD Financial Advisors. MD Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, foundations, and businesses. The firm employs a long-term, market-efficient investment approach using low-cost mutual funds and ETFs, with a focus on asset allocation, rebalancing, and tax-aware decisions.

James Leggott is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Corestone Wealth Management, 20/20 Financial, and Premier Financial. Leggott is licensed to sell insurance in addition to his advisory role. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and technical analysis, emphasizing long-term trading and regular monitoring while providing services without account minimums.