Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

Brandon King is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at multiple affiliated Oakwood entities since 2020 and previously held roles with Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2016 to 2020. In addition to his advisory role, he serves as Vice President of Oakwood Capital Accounting & Tax Advisors, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm manages primarily non-discretionary portfolios, utilizes third-party managers and model portfolios, and conducts at least annual reviews and reporting for client accounts.

Jason Roeske is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His career includes roles at Encore Group, Lake Street Capital Markets, and Ehlers. In addition to his advisory work, he provides compliance and regulatory consulting through Encore Group. Oakwood Capital offers investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management and utilizes third-party managers and model portfolios to serve its clients.

Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

Conner Kolodge is a CFP® and PFS™ certified financial advisor with nine years of industry experience. He has been with Cherry Tree Wealth Management, LLC for the duration of his career, spanning over nine years. Outside of his advisory role, Mr. Kolodge works as a part-time consultant lecturer on Employee Assistance Plans in the Twin Cities area, delivering presentations on budgeting and general financial topics. Cherry Tree Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individuals, pension plans, estates, trusts, charitable organizations, and government entities. The firm’s investment approach focuses on asset allocation and long-term buy-and-hold strategies using primarily passively managed institutional funds.

Patrick Deeg is a CFP® with 21 years of industry experience, currently serving at Marks Group Wealth Management, Inc. since 2010. He previously worked with LPL Financial for 11 years. Outside of his advisory role, he owns and manages rental properties in Minnesota. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed investment strategies, combining fundamental and technical analysis, and offers both discretionary and non-discretionary wealth management services.

Thomas Pohlad is a financial advisor at Murphy Pohlad Asset Management LLC with 12 years of industry experience. He has been with Murphy Pohlad Asset Management since 2002. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm provides tailored investment management based on fundamental analysis and valuation discipline, with portfolio strategies ranging from diversified allocations to focused stock holdings.

Zachary Wallace is a financial advisor at Murphy Pohlad Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Murphy Pohlad since 2020. Prior to that, he was with Ameriprise Financial Services and Robert Half, and also spent three years at the University of Minnesota Office of Admissions. Murphy Pohlad Asset Management delivers investment management services to individuals, trusts, estates, charitable organizations, and select business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and cost-conscious trading strategies while integrating financial planning and portfolio management through tailored investment policy statements.

Brett Angel is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with 18 years of industry experience. He holds the Series 66 designation and has been with Marks Group Wealth Management since 2011, previously working at LPL Financial LLC for ten years. Marks Group Wealth Management serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers a range of investment strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerances.

Ethan Imdieke is a financial advisor with Vantage Point Wealth Management, holding a Series 66 license and four years of industry experience. He has been affiliated with VPWM Advisors LLC and LPL Financial since 2022, and he also serves as an athletic coach at The Blake School. Outside of advising, he is involved in athletic coaching. Vantage Point Wealth Management offers investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, incorporating fundamental and technical investment analysis with quarterly account reviews and ongoing monitoring.

Christopher Hamilton is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He also operates several business entities related to investment and insurance services. 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 uses fundamental and technical analysis to guide asset allocation and investment selection, offering both fiduciary advice and non-discretionary control options.

David Stevenson is a financial advisor at Oakwood Capital, Inc. in Edina, MN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Oakwood Capital since 2012 and affiliated with Oakwood Capital Securities, Inc. since 2009. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships and offers both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

Frederick Semmer is a CFA® charterholder and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Caissa Wealth Strategies in Bloomington, MN, where he has worked since 2026. Prior to that, he spent six years at Accredited Investors Inc. and took a year for extended travel. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to build and monitor portfolios, provides financial planning on fixed-fee or hourly bases, and offers access to private and alternative investments for qualified clients.

Alex Wattermann is a financial advisor at Dougherty Wealth Advisers LLC with a Series 65 designation and two years of industry experience. Prior to joining Dougherty Wealth Advisers, he worked at United Parcel Service, Inc and was affiliated with the University of Minnesota, Duluth. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning, tax, and consulting services. The firm uses asset allocation models tailored to client-specific objectives and risk tolerances, typically implementing portfolios with mutual funds and ETFs while also incorporating individual securities and alternative investments.

Craig Binsfield is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 license and bringing 40 years of industry experience. He has been with USAdvisors since 2011 and has also worked with Osaic Wealth, Inc. since 2024. Outside of advisory work, he owns Benefit Advisors Inc., a firm providing group insurance for businesses, and occasionally works as a ride-share driver. USAdvisors Wealth Management is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines asset-allocation model portfolios with fundamental security selection, offering a variety of model types and access to alternative investments to align with client objectives.

Dyanne Ross Hanson is a CFP® and ChFC® with 44 years of industry experience. She is currently with E Wealth Partners and has previously worked at Kestra Advisory and Kestra Investment Services, among other firms. Hanson is the founder and president of Exit Planning Strategies, LLC, where she provides business exit and transition consulting for business owners. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm serves individuals, corporations, municipal entities, and other advisers, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with emphasis on asset allocation and tax efficiency.

Mindy Reid is a CFP® professional with 27 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she worked for 18 years at Ameriprise Financial Services, Inc. She is also a reserve teacher and career search part-time teacher for Wayzata Public Schools and serves as a trustee on the board of Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, and institutional plan sponsors. The firm emphasizes a customized financial planning process and employs a long-term investment approach using a diverse range of financial instruments.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.