Noah Johnson is a financial advisor at Ballast Advisors, LLC in Saint Paul, MN, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Ballast Advisors, he worked at Fidelity Investments and has diverse work experience including roles at Mayo Clinic and in education. Ballast Advisors manages approximately $674 million in client assets for a variety of clients including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, investment and wealth management, and retirement plan consulting, utilizing strategies such as modern portfolio theory, strategic and tactical asset allocation, and periodic rebalancing.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Bremer Bank and Cetera, among others. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation across various asset classes, operating as a wholly owned subsidiary of Old National Bancorp.

Aaron Dally is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked with the firm and its related entities since 2013, including a five-year tenure at Woodbury Financial Services. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis with strategies that include long- and short-term holdings, options, and margin.

Matthew Mattheisen is a financial advisor at Gambit Capital Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Focus Financial Network, Inc., Osaic Wealth, Inc., and Charles Schwab & Co., Inc. Outside of advising, he is the author of a book on career growth and mentoring and is the founder of Decoder Universe, a platform he maintains related to code and apps. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios potentially including derivatives and private placements.

Russell Rogers is a CFP®-credentialed financial advisor with 18 years of industry experience. He is associated with Summit Investment Advisory Services, where he has worked since 2015. Rogers also has a history with LPL Financial starting in 2011. 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 mix of analytical approaches and manages accounts through its own programs as well as various LPL Financial-sponsored advisory programs.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

Robert Kincade is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Brandon Valtinson is a CFP® and Series 65 credentialed advisor with six years of experience, currently serving at Valtinson Bruner Financial Planning. His prior roles include seven years at Wells Fargo and ongoing work as an independent insurance agent. He also operates Valtinson Tax Services, providing tax preparation and accounting services. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation with mean-variance optimization and portfolio management on a discretionary basis.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Nicholas Heyer is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, written financial planning, ongoing advisory services, and ERISA plan consulting, with a focus on internally managed growth equity strategies and customized fixed-income approaches tailored to client needs.

Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, and trusts. The firm offers investment management, financial planning, and ERISA plan consulting, with a focus on internally managed growth equity strategies and tailored fixed-income approaches.

Emily Nuth is an advisor at Schwarz Dygos Wheeler Investment Advisors LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at U.S. Bancorp Investments, Inc., Michael Kors, and several other companies. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of investment strategies, including the use of derivatives and margin lending, with daily portfolio monitoring and formal quarterly reviews.

Seth Kahn is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Northland Securities, Inc. for 24 years before joining Colliers Securities. Outside of his advisory role, Kahn is the managing manager of Wood River White Tail, LLC, which focuses on timber and real estate investments. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services through non-discretionary and discretionary programs, working with third-party managers for portfolio management and emphasizing municipal securities and underwriting activities.

John Drow is a CFA® charterholder with 39 years of industry experience. He has been with Colliers Securities LLC in Minneapolis since 1997. 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 and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Troy Winegarner is a CFP® with 26 years of industry experience and is currently a principal at Strong Tower Advisory Services in Minneapolis, MN. He has held leadership roles at multiple firms including Advisor Financing LLC and Olivia Aviation, where he serves as CEO. Winegarner’s background includes wealth management and professional services, along with involvement in aviation leasing through Olivia Aviation. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs customized or model-based investment strategies using ETFs, stocks, bonds, mutual funds, and options, incorporating hedging and tactical rebalancing to manage risk.

Patricia Kavanagh is a financial advisor at Parr McKnight Wealth Management Group with 12 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Wells Fargo Advisors Financial Network and UBS Financial Services. Outside of finance, she is a co-owner of Cottage Couture, an interior design business. Parr McKnight Wealth Management Group provides financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm manages approximately $1.07 billion for around 441 clients, focusing on customized financial plans and a primarily long-term investment approach supported by fundamental analysis.

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 21 years of industry experience and a Series 66 designation. He has held roles at Three Bridges Private Capital, Pine Grove Financial Group, Purshe Kaplan Sterling Investments, and Cetera Advisor Networks. Outside of advisory work, he is the author of the book "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm provides discretionary asset management, financial planning, and fiduciary consulting services, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Michelle Campbell is a financial advisor with Pine Grove Financial Group in Woodbury, MN, holding CFP® certification and Series 63 and 65 licenses. She has 34 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of her advisory work, she volunteers with Union Gospel Mission and participates in endurance events supporting disabled individuals through My Team Triumph - Minnesota. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic asset allocation and employs third-party managers and model providers to implement client portfolios.

Joshua Hawkins is a CFP® and ChFC® with 14 years of industry experience. He is currently with Leverty Financial Group, LLC, where he has worked since 2020, following prior roles at Northwestern Mutual Wealth Management Company and Leverty and Associates. Hawkins is also co-owner of LFG Tax, LLC, a tax preparation and filing service, and associate co-owner of LFG Risk Services, LLC, an affiliated insurance agency. Leverty Financial Group is a SEC-registered advisory firm with a six-advisor team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and non-profits, offering discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to clients’ objectives.

John Schonberg is a CFA® charterholder affiliated with Stonebridge Capital Advisors LLC in St. Paul, MN, where he has worked since 2013. He holds Series 63 and Series 65 licenses and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base including high-net-worth individuals, families, trusts, endowments, pension plans, insurance companies, and institutional clients. The firm emphasizes customized investment strategies grounded in fundamental analysis and long-term objectives, offering diversified equity and fixed-income portfolios along with options strategies and coordinated advisory services.