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 at Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cedrus Wealth Group, Chapman worked at Raymond James Financial Services and has been involved with organizations such as International Justice Mission and Ninth Street Soccer and Coffee. 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 employs a range of investment methods from fundamental and technical analysis to tactical strategies and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com to support client portfolios and planning.

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.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Naveen Sharma is a CFP® with 32 years of industry experience, currently serving at Nicollet Investment Management, Inc. since 2024. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, JPMorgan Securities, and Merrill, among others. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across 300 client relationships, offering discretionary portfolio management, integrated wealth advisory, and ERISA plan services. The firm utilizes model strategies and customized allocations tailored to clients’ objectives and emphasizes client education and communication alongside traditional advisory services.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Austin Schmitt is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2026. His prior work includes roles at Gratus Funds and Great Waters Financial. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized financial planning. The firm employs a variety of investment analysis techniques and often utilizes third-party managers and model portfolios.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies while operating under fiduciary standards.

Jacob Kogler is a CFP® professional with 13 years of experience in the financial industry. He has worked at Greater Midwest Financial Group, LLC since 2023 and was previously with Kestra Advisory and Kestra Investment Services from 2015 to 2023. Prior to his advisory roles, he served as a case manager preparing cases for advisors. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement plan consulting. The firm manages approximately $589 million in assets and employs a multi-faceted investment approach overseen by an internal committee, allocating assets across a diversified range of securities and offering both discretionary and non-discretionary management.

Dori Petroff is a financial advisor at Lifelong Wealth Advisors, Inc. with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Gradient Securities, Paladin Capital, Paladin Insurance, Paladin Financial, Cetera Advisor Networks, JRA Financial, and AdvisorNet Financial. Lifelong Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm employs a consultative, team-based approach and utilizes a range of investment vehicles, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Ty Nelson is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. His prior work includes roles at HRCC, Jax Exteriors, Dick's Sporting Goods, and Legacy Christian Academy, where he worked for 14 years. 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 employs a range of investment approaches, including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in client support.

Cody Nadeau is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Tailwinds Wealth in 2022, he worked at Great Water Wealth Management and AdvisorNet Financial. Outside of advisory roles, he is also involved in insurance sales. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and tailored investment policy statements. The firm employs a range of analytical techniques and may utilize third-party managers and model portfolios while maintaining a predominantly agnostic stance on ESG factors.

Imara Hixon is a financial advisor at Great Waters Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and Allianz Life Financial Services, LLC. Outside of advisory work, she is also licensed as an insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a range of investment strategies and also offers standalone financial planning, tax preparation, and retirement-plan rollover advice.

David Gau is a financial advisor with Great Waters Financial in Shoreview, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Fidelity Investments and TreeLine Wealth Management. In addition to his advisory role, he is licensed as an insurance agent with Great Waters Financial. Great Waters Financial serves individuals across wealth levels as well as business entities, trusts, and charitable organizations, managing approximately $1.235 billion across 1,627 client relationships with a 23-advisor team. The firm offers discretionary and non-discretionary portfolio management combined with financial planning services, utilizing both fundamental and technical analysis and a range of investment vehicles.

Michael Swanson is a financial advisor at Great Waters Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at MetroState University, Jimmy John's, Papa Murphy's, McDonald's, and New Prague High School. Swanson is also licensed as an insurance agent through Great Waters Financial. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, offering a range of service tiers. The firm manages approximately $1.18 billion in assets across equities, fixed income, mutual funds, and ETFs, utilizing both fundamental and technical analysis, and maintains additional services such as tax preparation and retirement-plan rollover advice.