Jennifer Cords is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Cedar Cove Wealth Partners in Bloomington, MN, where she has worked since 2025. Her prior experience includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to her advisory work, she is a licensed insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, offering discretionary investment management and financial planning. The firm employs a mix of active and passive strategies, tactical asset allocation, and alternative investments, and provides coordinated estate planning services through partnerships.

Scott Foreman is a financial advisor at Capital Management Associates, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Capital Management Securities, Ronin Advisory, and First Advisors. Foreman is also the secretary of the Hispanic Republican Assembly of Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a blend of fundamental, technical, and cyclical analysis across various securities and offers both discretionary and non-discretionary portfolio management alongside financial planning and a manager-of-managers program.

Jann Mauri is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with 11 years of industry experience. Mauri has been with Stevens Foster since 2013. Mauri maintains a Minnesota insurance license for service purposes but does not receive commissions. Stevens Foster Financial Advisors serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm combines investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation, and employs a tax-aware, risk-focused approach supported by in-house tax professionals.

Christopher Sipe is a CFP® with 16 years of experience in the financial services industry. He currently serves at Cedar Cove Wealth Partners and has previously worked at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to his advisory role, Sipe is a licensed insurance agent involved in servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, blending active and passive strategies, tactical asset allocation, and ESG considerations. The firm offers discretionary portfolio management and financial planning, including estate planning coordination, and operates its own wrap program while utilizing various third-party platforms and strategists.

Benjamin Johnson is a CFP® with 14 years of industry experience currently serving at Cedar Cove Wealth Partners. His prior roles include positions at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also a licensed insurance agent providing insurance services to clients. Cedar Cove Wealth Partners is a team of 10 advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management, financial planning, and estate planning coordination, employing a blend of active and passive strategies alongside tactical asset allocation and alternative investments.

Daniel Jandro is a CFP® with 13 years of industry experience, currently advising at Q3 Advisors, LLC. His prior roles include positions at Advisornet Wealth Management, CETERA Advisor Networks LLC, and Lifelong Wealth Advisors. Outside of his advisory work, he volunteers as a financial coach for low-income families through Prepare and Prosper. Q3 Advisors provides tax-focused financial planning and consulting services using fixed, pre-determined fees. The firm emphasizes comprehensive planning recommendations without managing client investment portfolios or charging percentage-of-assets fees.

Matthew Merrick is a financial advisor at Strategic Wealth Group in Eden Prairie, MN, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. for 10 years. Outside of his advisory role, Merrick operates an insurance sales business as a sole proprietor. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a client strategy approach that includes fundamental and technical analysis, use of model management, and hiring sub-advisors, while integrating broker-dealer and insurance activities.

Jacob Ferrin is a Series 65-licensed financial advisor at The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, with one year of industry experience. Before joining the firm, he worked at Hazeltine National Golf Club for four years and was a full-time student for over a decade. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm tailors advice and portfolios to clients’ objectives using asset-allocation frameworks and various trading techniques, with regular account reviews and third-party aggregation to manage held-away assets.

Mark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.

Robert Cooper is a CFP®-certified financial advisor with 21 years of experience at Capital Management Associates Inc in Faribault, MN. He holds a Series 66 license and is also a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Cooper has been with Capital Management Associates and its affiliated broker-dealer since 2005. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers both discretionary and non-discretionary portfolio management as well as a manager-of-managers program.

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of the Conquering King Fellowship, a nonprofit organization. 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 employs a combination of fundamental and technical analysis, third-party manager programs, and model management to build and monitor client strategies.

Paige Heltemes is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and six years of industry experience. She has worked at several firms including Raymond James Financial Services and Paul A Knier, Inc. prior to joining her current team. The Wealth Group serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies including asset allocation, technical analysis, and managed accounts, reviewing client portfolios at least semi-annually.

Thomas Hawley is a financial advisor at Bearing Point Capital with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bearing Point Capital in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific approach using fundamental and technical analysis to construct customized portfolios across a broad range of securities and investment vehicles.

Tyler Hirth is a CFP® professional with 19 years of industry experience, currently serving at Strategic Wealth Group. He has held various roles in wealth management and tax services since 2007, including operating Running Tax Services, LLC and Running Wealth Management Group MN, Inc. Tyler is also a non-profit board member of NAIFA. Strategic Wealth Group is a team-based advisory firm providing 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 integrates fundamental and technical analysis with outside manager programs and brokerage services.

Gregory Stroh is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Capital Management Associates and Capital Management Securities since 1982. Outside of his advisory role, he serves as president of the Faro Blanco homeowner association and is a director and shareholder of the Pixie Point homeowner association. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes fundamental, technical, and cyclical analysis, asset allocation, options strategies, and both long- and short-term trading approaches, alongside third-party asset managers within its Managed Accounts Program.

Robert Shepard is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Management Associates since 1999, also working with Capital Management Securities since 1990. Outside of advisory work, he is involved in researching and implementing insurance coverage. Capital Management Associates provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers a manager-of-managers program along with individual portfolio management.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.

Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses with seven years of industry experience. He previously worked at Principal Securities and Principal Life Insurance for eight years and has a background that includes service with the Florida Department of Corrections. Boyum Wealth Architects provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis, tailoring allocations to client risk tolerance and goals.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.