Michael Urch is a CFP® professional with 12 years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Brown Wealth Management, LLC and MD Financial / Vestment Financial. 360 Financial advises individuals, retirement plan sponsors, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in regulatory assets and emphasizes individualized account supervision, employing a range of investment strategies from long-term holdings to options and shorter-term trading.

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. 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 employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.

Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.

John Witcraft is an advisor at Legacies Wealth LLC in Minnetonka, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Legacies Wealth, he worked at Colliers Mortgage and has experience at the University of St. Thomas and Chanhassen High School. Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations, and high-net-worth clients, offering financial planning, tax and consulting services alongside discretionary and non-discretionary portfolio management. The firm constructs portfolios using asset-allocation models based on capital-market assumptions and client-specific time horizons, typically investing in mutual funds, ETFs, individual securities, REITs, and privately placed vehicles.

Adam Swanson is a financial advisor with MD Financial Advisors / Vestment Financial in St. Louis Park, MN. He holds a Series 65 designation and has three years of industry experience. Prior to joining MD Financial, he worked at BHS Financial and spent time at the University of Minnesota Duluth. Outside of his advisory role, he works seasonally as a tax preparer for a CPA tax firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, and tax strategies.

Scott Hartzell is a CFP® professional with five years of industry experience. He has been with The Advocate Group, LLC since 2021 and previously worked at GreatAmerica Financial Services and Smith Accounting. Hartzell studied full time at the University of Iowa from 2015 to 2019. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets and emphasizes comprehensive financial plans centered on aligned risk and return objectives, with a focus on concentrated-wealth management and transition planning.

George Mulwee is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2017, and previously worked at Cetera Advisors from 2014 to 2017. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis alongside third-party manager programs to build and monitor client strategies.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Joel Mccann is a financial advisor at BlueStem Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Litchfield and is Vice Chair of the Zion Lutheran Church Endowment Committee. 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 emphasizes fundamental analysis to construct long-term portfolios and offers both discretionary and non-discretionary management, combining direct advisory services with recommendations of external managers.

Benjamin Prchal is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 credential and five years of industry experience. Before joining Strategic Wealth Group and LPL Financial in 2025, he worked at Thrivent Investment Management and Thrivent Financial from 2021 to 2025 and has experience as a sole proprietor. He also worked for the City of Lake Elmo and Cedar Corporation earlier in his career. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Nicole Wilken is a financial advisor with Financial Perspectives in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2010. Outside of advisory work, she is also a licensed insurance agent for life, health, and variable insurance products and serves as a notary public in Minnesota. Financial Perspectives offers investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in assets and employs a multi-team advisory model, utilizing third-party managers and technology platforms while also providing an affiliated accounting practice for tax preparation and accounting services.

Robert Britton Jr. is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding a Series 63 designation and 12 years of industry experience. He has been with the firm since 2011. Mr. Britton has served as President of CFA Society Minnesota since September 2023. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement and pension plans, government entities, insurance companies, and institutions. The firm emphasizes valuation metrics, balance‑sheet strength, growth prospects, and macroeconomic analysis in its investment process.

Meghan Bohlke is a CFP® with four years of industry experience, currently serving at FPNavigators. Her prior roles include positions at LPL Financial LLC and Northwestern Mutual Investment Services LLC. She holds the Series 63 designation and is based in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of Modern Portfolio Theory and fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance, and it offers services including wrap fee programs and multiple ERISA roles for retirement plans.

Daniel Mulheran Jr. is a financial advisor at Abbey Street with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Kestra Financial Services and The KNW Group. Mulheran serves on the board of Hazeltine National Golf Club and has been its president since 2022. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, wealth planning, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process focused on diversification and strategic asset allocation.

Tristen Pieti is a financial advisor with MD Financial Advisors / Vestment Financial and holds a Series 65 designation. Pieti has been with the firm since 2025 and has no prior industry experience. His previous work experience includes roles at Minnesota State University, Carlson Capital Management, and several other organizations. MD Financial Advisors advises individual clients, trusts, estates, retirement plans, foundations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a long-term investment approach focused on low-cost mutual funds and ETFs, emphasizes tax-aware asset allocation and rebalancing, and provides ongoing reviews based on client objectives and risk tolerance.

Ryan Leidle is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and began his advisory career with Fiat Wealth Management in 2026. Prior to this role, he served in the Florida Army National Guard and has experience in various positions including work at Florida Gulf Coast University and Safety Signs. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering services such as financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis.

Ian Schneider is a financial advisor with MD Financial Advisors / Vestment Financial in Watertown, MN. He holds a Series 65 designation and has six years of industry experience, including four years at the University of Minnesota Duluth and seven years at his current firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation-driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Jonah Pellegrom is a financial advisor at MD Financial Advisors / Vestment Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of his advisory role, he has worked as a food delivery driver for DoorDash. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost funds.