Connor Lantz is a Series 65-licensed advisor with three years of industry experience. He is currently with E-Wealth Partners and also has experience at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, using a Modern Portfolio Theory-based approach that emphasizes diversified portfolios with low internal expenses, tax efficiency, and periodic account reviews. The firm also offers financial planning and portfolio management services to corporations, municipal entities, and other advisers.

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, currently serving as an advisor at Pine Grove Financial Group since 2023. His prior work includes roles at Solutran, Dominos Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, serving individuals—including high-net-worth clients—and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing with strategic asset allocation and offers discretionary management, financial planning, fiduciary consulting, and educational seminars.

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 with Ascent Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Corestone Wealth Management, 20/20 Financial, and J.D. Mellberg Financial. He is also licensed to sell insurance. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis with modern portfolio theory, and is known for its pension and employee benefit plan consulting as well as specialized services related to Delaware Statutory Trusts and 1031 exchange planning.

Jason Johnson is a CFP® professional with 25 years of industry experience, currently serving at Pine Grove Financial Group since 2020. His prior work includes positions at AdvisorNet Wealth Management, Kadence Wealth, Cetera Advisor Networks, AIG Capital Services, American General Life Insurance, and Bluerock Capital Markets. Outside of advisory roles, he has been involved in selling fixed insurance products such as life insurance, annuities, and long-term care. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors and participants. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers discretionary asset management, written financial planning, fiduciary consulting, and management services for retirement plans.

Bradley Johnson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Tradition Wealth Management since 2005 and previously worked at Concourse Financial Group Securities. Johnson serves on the Board of Directors for the Edina Community Foundation. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach including model portfolios, ETFs, mutual funds, and alternative investments, and offers specialized services such as 1031 exchange consulting and ERISA fiduciary roles.