Phillip Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Minneapolis Portfolio Management Group specializes in discretionary portfolio management using an All-Cap Value equity strategy for individuals, high-net-worth clients, trusts, estates, retirement plans, pension and profit-sharing plans, government entities, insurance companies, and institutional clients. The firm emphasizes valuation metrics, balance-sheet strength, growth prospects, and macroeconomic analysis in its investment process and manages over $1 billion in assets with a small team.

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation and primarily uses passively managed institutional-class mutual funds and ETFs.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.

Sheri Rhyan is a financial advisor with Xcelsior Advisor Partners LLC and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Advisors, and NBC Securities. Outside of her advisory work, she owns and operates a residential cleaning and organizing business, Restoration4U, in Minneapolis. Xcelsior Advisor Partners LLC is a multi-office SEC-registered advisory team managing approximately $650.7 million for around 348 clients, including individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental analysis and modern portfolio theory to deliver discretionary portfolio management and financial planning services.

Brennan Skon is a CFP® with five years of industry experience, currently serving at The Advocate Group, LLC. His prior roles include positions at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. He also serves as Vice President of Financial on the board of the American Marketing Association – Minnesota Chapter. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, managing over $800 million in assets. The firm emphasizes comprehensive financial plans centered on aligning risk and returns, with a client base that includes senior officers of large companies.

Cayden Saxon is a financial advisor at Financial Perspectives with one year of industry experience. He holds a Series 65 designation and previously worked at Golden Valley Country Club for nine years. Saxon also assists with tax preparation seasonally through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations with investment advisory, financial planning, and retirement plan consulting. The firm employs a multi-team model and offers tailored portfolio management using third-party managers and various custodial platforms, alongside affiliated tax preparation services.

John Feltl is a CFA® charterholder with 32 years of industry experience. He has been with Feltl Advisors since 2014 and has worked at Feltl & Company since 2002. Outside of his advisory work, he serves as chairman of the board and holds approximately 20% ownership in Key Community Bank in Inver Grove Heights, MN, where he contributes about five hours per month. He is also a director of Relevant Radio, a charitable organization. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets, offering non-discretionary advice and wrap-fee programs through its clearing relationship with RBC.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Gray Pines Wealth Management and CETERA Advisor Networks LLC. Outside of his advisory role, he owns and manages a wealth management business that focuses on managing securities within retirement and individual accounts. 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. The firm employs a value-oriented, long-term investment approach with strategic and tactical asset allocation, offers fiduciary consulting and management services, and sponsors private investment vehicles for select investors.

Damon Longstreet is a financial advisor at Landolt Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Landolt Securities, he worked in roles at Arctic Wolf and United Healthcare, among other companies. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis, managing a majority of client assets in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management alongside access to third-party asset management programs.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Timothy Wynne is a financial advisor at Feltl Advisors in Plymouth, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as entities such as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through a clearing relationship with RBC, delivering advice on a non-discretionary basis.

Danielle Cain is a CFP® with 19 years of industry experience. She is currently with 360 Financial in Wayzata, MN, where she has been part of the team since 2022. Her prior experience includes roles at Commonwealth Financial Network and Fleming Investment Group. Cain is also a licensed notary in Minnesota. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolios with ongoing supervision and integrates educational webinars and workshops into its client services.

Walter Narcum is a financial advisor at Feltl Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he serves as treasurer for the Viking Square II Homeowners Association and provides seasonal part-time assistance during tax season at a family-owned accounting business. Feltl Advisors provides investment advisory services primarily to individual investors and various entities, managing approximately $132 million in client assets. The firm offers non-discretionary advice through wrap-fee programs and maintains affiliations with a broker-dealer, allowing its advisors to recommend a range of investment options based on client objectives.

Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.

Daniel Mahoney is a Certified Financial Planner® with 41 years of industry experience. He has been with 360 Financial since 2009 and also works with LPL Financial since 2013. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolio construction with continuous supervision and integrates educational webinars and workshops into its client services.

Andrew Dressel is a CFP® professional with 13 years of experience in financial advising. He is currently part of the Abundo Wealth team in Minnetonka, MN, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services and Confetti Wealth. Outside of advisory roles, he has fiduciary responsibilities such as serving in trustee and executor capacities. Abundo Wealth delivers ongoing comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on areas like cash flow, retirement, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and structures its fees on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

Eric Annett is a financial advisor at Cherry Tree Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation using passively managed mutual funds and ETFs, with discretionary portfolio management and employee benefit retirement plan consulting services.

Jared Holt is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors and Harbour Investments. Outside of his advisory role, he serves as CEO of Ascent Financial, focusing on insurance and consulting. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals and business entities. The firm combines multiple investment analysis methods, emphasizes long-term trading, and provides discretionary account management without account minimums.

Dillon Dougherty is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked primarily at Dougherty & Associates since 2015. In addition to his advisory role, he is a licensed insurance agent offering various insurance products. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, individual equities, and other securities.