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.

Jessi & the team at Penobscot Financial Advisors serve clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from changing jobs and handling inheritances, to preparing for retirement and enjoying retirement. PFA works as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized. We offer both Financial Planning + Asset Management or stand-alone Financial Planning. PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly. As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.

Matthew Fossen is a financial advisor at Colliers Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Colliers Securities since 2005. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Ben Clymer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Abbey Street with 12 years of industry experience. He has worked at Abbey Street since 2019 and has also been a hockey analyst for Fox Sports North since 2014. Ben contributes to hockey television analysis alongside his advisory role. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth management for individuals, families, trusts, and charitable organizations. The firm employs an independent, fiduciary-focused investment process that integrates quantitative and qualitative analysis with ongoing due diligence.

Dylan Malberg is a CFP® and holds Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Secured Retirement Advisors, LLC since 2016. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Secured Retirement Advisors manages approximately $255 million for around 600 clients, offering personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a range of investment strategies including option writing and incorporates direct-indexing and AI tools in its process.

David Christianson is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Nepsis, Inc. since 2020 and previously worked for CliftonLarsonAllen Wealth Advisors, LLC from 2016 to 2020. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm also provides research and educational offerings to other financial advisors, utilizing a wrap-fee investment management approach with continuous supervision and periodic re-optimization.

Andrew Tate is a CFP® and ChFC® with 25 years of industry experience. He has been with Cahill Financial Advisors, Inc. since 2020 and previously worked at C.R.I. Securities, Inc., North Star Consultants, Securian Financial Services, and Minnesota Life Insurance Company for 19 years. He serves as a volunteer board member for BESTPREP. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm designs investment policies based on client objectives and risk tolerance, implementing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

John Feste is a financial advisor with Marks Group Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Feste has been with Marks Group Wealth Management since 2008, and previously worked at LPL Financial from 2008 to 2021. Marks Group Wealth Management primarily advises high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through a combination of actively managed strategies and oversight of independent subadvisers.

Kelly Pedersen is a CFP® with 12 years of industry experience and has been with Caissa Wealth Strategies since 2009. She is a member of the Crescent Cove Investment Committee, a nonprofit organization where she advises on investments. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, offering portfolio management, financial planning, and access to private investments through a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to manage portfolios and conducts educational seminars and workshops for clients and prospects.

Gregory Blenkush is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has worked at Cahill Financial Advisors, Inc. since 2018 and previously spent nine years at Feltl and Company. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its advisory platform.