Benjamin Ollila is a CFP® with 17 years of industry experience, currently serving as an advisor at Strategic Wealth Group. His prior roles include positions at Thrivent Investment Management and LPL Financial. He is also involved with the Edgewater Team, LLC, an entity he has been associated with since 2011. 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 manages $1.54 billion in discretionary assets and employs both fundamental and technical analysis to develop client strategies, offering fiduciary advice alongside options for non-discretionary control.

Ryan Woitalla is a CFP® and CFA® with seven years of industry experience, currently serving at Palisade Asset Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Sam Linden. He played men's hockey at the University of Minnesota Duluth during his college years. Palisade Asset Management provides investment management and financial planning services 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 objectives and incorporating diverse investment vehicles.

Eric Overvig is a financial advisor at Feltl Advisors with 36 years of industry experience. He has held positions at Feltl and Company since 2019, following roles at The Oak Ridge Financial Services Group, U.S. Bancorp Investments, and Associated Investment Services. He holds Series 63 and Series 65 credentials. Feltl Advisors is an SEC-registered investment advisory firm with a 15-advisor team managing approximately $165 million, primarily serving individual investors. The firm provides financial planning and portfolio management through wrap-fee advisory programs on a generally non-discretionary basis, with clients retaining final approval of investments and trades.

Curtis Myran is a financial advisor with Element Squared Private Wealth in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Securities. He has also operated as a sole proprietor since 2013. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives and risk tolerance. Financial planning is routinely offered as part of the advisory relationship without additional charge.

Cole Billings is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Wealth Management Company, and DFPG Investments, LLC. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on risk management through hedging and tactical rebalancing.

Andrew Feterl is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Bond & Devick Wealth Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Saint Louis Park, MN. Bond & Devick Wealth Partners is a nine-advisor team managing approximately $705 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based fiduciary approach, utilizing fundamental, quantitative, and cyclical analysis, and offers ESG research as part of its investment planning.

Kody Sherlund is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and was previously with Heritage Wealth Architects, LLC for six years. Brooklyn FI, LLC serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away accounts for comprehensive portfolio oversight.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.

Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.

Eric Unger is a financial advisor with Private Client Services, LLC in St. Louis Park, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Private Client Services since 2017 and previously was with Cetera Advisor Networks from 2013 to 2017. Unger is also an investment advisory representative at Affiance Financial, LLC, where he provides investment management and financial planning services. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Justin Frys is a financial advisor with Cherry Tree Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cherry Tree in 2019, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2019. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, retirement plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with discretionary portfolio management and periodic fundamental analysis.

Heather Fears is a financial advisor with BlueStem Wealth Partners, LLC in Litchfield, MN, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2021 and returned to Ameriprise from 2021 to 2023 before joining BlueStem in 2023. 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 uses fundamental analysis to construct long-term portfolios and offers a range of investment options, including mutual funds, ETFs, individual equities, and alternative investments, with ongoing portfolio monitoring and regular client reviews.

Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.

Ethan Stone is a financial advisor with Great Waters Financial, holding a Series 65 designation and four years of industry experience. He has worked at Great Waters Wealth Management since 2022 and previously held roles at AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, he is a clerk at the Isanti Municipal Liquor Store. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. 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.

Timothy Fahey is a financial advisor with Nicollet Investment Management, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Nicollet Investment Management since 2016. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships. The firm serves individuals, trusts, estates, companies, and qualified retirement plans, offering discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services with a focus on customized, tax-aware portfolio management and client education.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.

Mallory Kretman is a CFP® and Series 65 licensed advisor with 11 years of industry experience. She works at Laurel Wealth Planning, a team-based firm in Edina, MN, where she has been since 2015. Laurel Wealth Planning is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The six-advisor team manages approximately $453.6 million and provides wealth management, portfolio management, and financial planning services using a combination of fundamental and technical analysis.

Nicholas Foulks is a financial advisor at Great Waters Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management, AdvisorNet Wealth Management, and Drake & Associates, LLC. Outside of his advisory role, he is the owner of Next Minute Mindset, LLC, where he works as an author and speaker. 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 distinguishes itself with in-house tax preparation, insurance services, and strategic third-party partnerships.

Daniel Colich is a financial advisor at Oakwood Capital, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital Securities, Inc. since 2008. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Anthony Perala is a CFA® charterholder with five years of industry experience. He has worked at Punch & Associates Investment Management, Inc. since 2021 and previously spent five years at Securian Asset Management. He is based in Edina, MN. 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 employs a multi-cap, fundamentally driven, contrarian investment approach, managing portfolios on a discretionary, team-based basis across a range of market capitalizations and strategies.