Robert Kincade is a financial advisor at Stonebridge Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company focused on solutions for respiratory complications. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm uses a committee-driven investment process supported by specialized staff, combining macroeconomic analysis and security-level research in managing portfolios.

Jonah Pellegrom is a financial advisor with MD Financial Advisors / Vestment Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of finance, he works occasionally as a delivery driver for DoorDash. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.

Nicholas Heyer is a financial advisor with Nicollet Investment Management, Inc. in Minneapolis, MN, holding 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships, including individuals, trusts and estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory and financial planning, and ERISA plan services using a range of model strategies and customized portfolios.

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 is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships. The firm serves individuals, trusts and estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, employing model strategies and customized portfolios to meet client objectives.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

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 40 years of industry experience. He has been with Colliers Securities LLC in Minneapolis, MN since 1997. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services, including non-discretionary accounts and discretionary wrap programs managed by third-party portfolio managers.

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 with Parr McKnight Wealth Management Group in Minneapolis, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2018 and previously at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Cottage Couture, LLC, with her spouse. Parr McKnight Wealth Management Group serves individuals, families, trusts, estates, private foundations, and retirement plans with personalized financial planning and discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for about 441 clients, emphasizing customized financial plans that guide portfolio construction with a primarily long-term investment horizon.

Thomas Schmid is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Nepsis Advisor Services, Inc. from 2013 to 2015 and at Nepsis, Inc. from 2010 to 2013. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational resources to other financial advisors and implements a wrap-fee investment approach with ongoing supervision and periodic portfolio re-optimization.

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

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.

John Schonberg is a CFA charterholder affiliated with Stonebridge Capital Advisors LLC, where he has been working since 2013. He holds Series 63 and Series 65 licenses and is based in St. Paul, Minnesota. Schonberg is part of a six-advisor team at Stonebridge Capital Advisors. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a committee-driven investment process supported by specialized staff and emphasizes active, research-based portfolio management across a range of account types.

Emily Noyes is a CFP® professional with three years of industry experience, currently serving at Parr McKnight Wealth Management Group. She previously worked at Wells Fargo Advisors for five years and has experience in diverse roles including at the University of St. Thomas and in the modeling industry. Emily is based in Minneapolis, MN. Parr McKnight Wealth Management Group is an SEC-registered advisory firm that manages over $1 billion for individuals, family offices, trusts, and retirement plans. The firm emphasizes personalized financial planning and employs a long-term, fundamental investment approach complemented by shorter-term trading when appropriate.

Emmett Gustafson is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, holding a Series 65 designation. He has one year of experience at HighMark Wealth Management and Harrington Langer & Associates. Gustafson’s prior work includes roles in education and local government. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s four-advisor team manages approximately $611.7 million in client assets through portfolios including mutual funds, ETFs, individual equities, and allocations to independent managers.

Bjorn Amundson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank, RBC Capital Markets, and Ameriprise. Outside of his advisory work, he serves on the board of Compass Ministries and is a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors offers investment management, retirement-plan consulting, and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Richard Juckel is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Ballast Advisors, LLC since 2017 and previously at Ameriprise Financial Services, Inc. and RBC Capital Markets. Outside of his advisory role, he serves as CFO for a family-owned hair salon, handling bookkeeping duties. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing strategies such as modern portfolio theory and tactical asset allocation across various securities and independent managers.

Matthew Brocker is a financial advisor at Legacy Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Legacy Wealth Asset Management since 2020 and M HOLDINGS SECURITIES, Inc. since 2014. Outside of his advisory role, Brocker serves on the board of Five Oaks Community Church and participates in the finance committee at New Life Academy. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm manages approximately $475 million in discretionary assets and employs a multi-faceted investment process that includes Biblically Responsible Investing and the use of individually managed wrap accounts.