Ingrid Strauss is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cordis Financial, LLC since 2018. Her prior experience includes roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company from 2014 to 2018. Outside of her advisory work, she is involved in managing a family farm through O'HARA FARMS LLC. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting, constructing customized portfolios primarily using mutual funds and ETFs with an emphasis on fundamental analysis and modern portfolio theory.

Megan Nadeau is a financial advisor at Tailwinds Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory role, she is also engaged in insurance sales in New Hope, Minnesota. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of analytical techniques and investment strategies across various asset classes while offering standalone financial planning and consulting services.

Timothy Lo Stracco is a CFP® with four years of industry experience, currently advising at Great Waters Financial in Shoreview, MN. Prior to joining Great Waters Financial, he held roles at Foothills Financial Planning and worked in transportation at the University of Arizona. Great Waters Financial serves a diverse client base including individuals, trusts, charitable organizations, and business entities, managing over $1.2 billion with a team of 23 advisors. The firm offers tiered financial planning and portfolio management services that integrate fundamental and technical analysis across a range of investment vehicles.

Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jack Schwartz is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with LPL Financial since 2023 and previously held positions at Ecolab and Ameritas Investment Company, among others. Schwartz has experience serving as both an investment advisor representative and a registered representative. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary account management. The firm employs various analytical approaches and offers services via proprietary and LPL Financial-sponsored advisory programs.

Nathan Kimle is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients, using a multi-disciplinary investment approach overseen by an internal committee and offers both discretionary and non-discretionary management.

Susan Becker is a CFA® charterholder with four years of experience in financial advising. She has been with Nicollet Investment Management, Inc. since 2021 and previously worked at HomeMaker for 11 years. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for around 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services, delivering customized portfolios through various equity and fixed-income strategies while incorporating client education and outreach.

Matthew Schwartz is a CFP® with 15 years of experience in financial advising. He is currently with Great Waters Financial, where he has worked since 2017, previously holding roles at AdvisorNet Wealth Management and Ameriprise Financial Services. Outside of finance, he owns a floral design business called Ink & Ivy Designs and provides financial education seminars through Great Waters Financial. Great Waters Financial serves a broad client base including individuals, business entities, trusts, and charitable organizations, managing over $1.2 billion across more than 1,600 relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, employing both fundamental and technical analysis in their investment approach.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Joseph Turner is a Series 66-licensed financial advisor with five years of industry experience, currently with Great Waters Financial in Shoreview, MN. He has previously worked at Thrivent Financial and AdvisorNet Wealth Management. Outside of his advisory role, Turner serves as an assistant coach for a youth soccer club and conducts a male octet at Calvary Lutheran Church. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets, offering a range of investment strategies and standalone financial planning, tax preparation, and retirement-plan rollover advice.

Ethan Favre is a CFP® professional with one year of experience, currently affiliated with SimplyRIA Advisor Network in Blaine, MN. His prior work history includes roles at Northwestern Mutual Investment Services LLC and Edward Jones. Outside of his advisory work, he operates a vending machine route. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans. The firm operates as an RIA-aggregator where independent practices are supervised under a common compliance framework, offering tailored portfolio management using a combination of active and passive strategies along with access to alternative investments and advisory insurance products.

Devon Johnson is a financial advisor at Great Waters Financial with six years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with Advisornet Wealth Management and has experience in insurance sales as an agent. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a tiered service model and integrates both fundamental and technical analysis across various asset classes, offering discretionary and non-discretionary management.

Jeremy Lipinski is a CFP® with 18 years of industry experience and currently serves at Lifelong Wealth Advisors, Inc. He has worked at Lifelong Wealth Advisors since 2006, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. In addition to his advisory role, he is a representative involved in selling fixed life insurance, annuities, and long-term care products. Lifelong Wealth Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and profit-sharing plans, serving both non-high-net-worth and high-net-worth clients. The firm employs a team-based, consultative approach that customizes asset allocation and portfolio construction based on client-specific factors, utilizing model portfolios, independent managers, and discretionary trading authority.

Daniel Engskov is a Series 65-licensed advisor with Cedrus Wealth Group in Andover, MN, where he has worked since 2025. He has one year of industry experience and also serves as Director of Private Client Services at Rooted Tax, providing tax preparation, planning, and consulting. Prior to his advisory career, Engskov spent five years at Hempel Real Estate and four years at Ryan Companies. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm manages approximately $218 million using a range of investment strategies, including fundamental and technical analysis, tactical approaches, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com into its client offerings.

Peyton Chapman is a financial advisor with Cedrus Wealth Group, holding Series 63 and 65 licenses and two years of industry experience. Prior to joining Cedrus Wealth Group, Chapman worked at Raymond James Financial Services, Inc. Outside of financial services, Chapman has been involved with Ninth Street Soccer and Coffee and briefly with International Justice Mission. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm combines fundamental and technical analysis with tactical strategies and alternative exposures, and integrates tools such as the Pontera platform and AI-enabled estate and tax planning through Wealth.com.

Dylan Knutson is a financial advisor at Lifelong Wealth Advisors, Inc. in Arden Hills, MN, holding a Series 65 designation. He has experience with multiple firms since 2022 and served in the Minnesota Army National Guard from 2017 to 2023. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm uses a team-based consultative process to tailor asset allocation and portfolio construction, employing model portfolios, independent managers, and derivatives in separately managed accounts.

Jeanna Fifer is a CFP® professional with eight years of industry experience. She has worked at Cordis Financial, LLC since 2018 and previously spent six years at Cahill Financial Advisors, Inc. Jeanna is based in Minneapolis, MN. Cordis Financial, LLC is a five-advisor team serving individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across about 284 client relationships.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.