Todd Zipfel is a financial advisor at Feltl Advisors in Plymouth, MN, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments, Inc. from 2013 to 2015. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million with a 15-advisor team that serves mainly individual investors. The firm provides financial planning and portfolio management through wrap-fee advisory programs, operating primarily on a non-discretionary basis where clients approve trades and allocations.

Jacob Thibault is a CFP® with one year of industry experience and is currently an advisor at BGM Wealth Management. His prior work includes roles at Lake Street Capital Markets and Geraty Investments. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated planning approach and formal affiliations with trust and accounting entities that provide access to specialized tax and trust administration services.

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.

Will Johnson is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Great Waters Wealth Management and Advisornet Wealth Management. Johnson is also an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm uses a variety of analysis techniques and investment strategies, often employing third-party managers and model portfolios, and offers both stand-alone financial planning and consulting services.

Joshua Hill is an advisor with Strategic Wealth Group and holds a Series 66 designation. He has been working in the financial services industry since 2023, with experience including roles at LPL Financial, Wells Fargo, and NYLife Securities. Outside of advisory work, he is involved with Running Tax Services, LLC, operating as Strategic Tax and Accounting. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management options.

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 19 years of industry experience, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN since 2014. Prior to joining Birchwood, Brewer worked at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm emphasizes Modern Portfolio Theory, asset allocation, and manager selection, and employs a range of investment instruments alongside traditional equities and fixed income.

Patrick Manning is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Tailwinds Wealth, LLC and has previously worked at Great Waters Financial, Great Waters Wealth Management, Advisornet Financial, and Bridge Church. He is additionally an Investment Adviser Representative with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management, individualized Investment Policy Statements, and stand-alone financial planning and consulting services. The firm employs a blend of fundamental, technical, quantitative, and modern portfolio theory analyses and frequently uses third-party managers and model portfolios.

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.

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 the Series 66 designation with five years of industry experience. He currently works at Marks Group Wealth Management, Inc. in Minnetonka, MN. His prior experience includes roles at Carlson Capital Management and Thrivent Financial. Marks Group Wealth Management primarily advises high-net-worth families and individuals, along with providing investment consulting to private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers a range of services including comprehensive financial planning and actively managed investment strategies that combine fundamental and technical analysis.

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.

Nicholas Fahrendorff is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group in Minnetonka, MN. His prior work includes roles at Lakestone Wealth Management, Solutran, Dominos 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 of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, 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.