Sheri Rhyan is a financial advisor at Xcelsior Advisor Partners LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, The Oak Ridge Financial Services Group, and NBC Securities. Outside of finance, she owns and operates Restoration4U, a residential cleaning and organizing business, and Family Three LLC, a costume sales venture. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory, utilizes third-party technology and risk assessment tools, and offers access to alternative and private investments, including conditional IPO orders where eligible.

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.

Luke Potter is a financial advisor at MD Financial Advisors / Vestment Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held various roles at companies including Menards and Walmart. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm follows a market-efficient, long-term investment philosophy that emphasizes asset allocation, diversification, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Lakestone Wealth Management, Gray Pines Wealth Management, and Cetera Advisor Networks. Outside of his advisory role, Nutter is a licensed insurance agent selling life, annuities, and long-term care products. Pine Grove Financial Group serves individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages approximately $1.5 billion across 1,400 client relationships, focusing on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

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.

Jason Lennartson is a CFP®-certified financial advisor at Fiat Wealth Management with nine years of industry experience. He previously worked at Pack Private Wealth, LLC and RBC Capital Markets, LLC. 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. Fiat provides financial planning, discretionary portfolio management, pension consulting, and estate-planning access, utilizing model portfolios, tax-sensitive tools, and a range of investment products.

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.

William Dugan is a financial advisor at Financial Perspectives in Minneapolis, MN, holding a Series 65 credential with nine years of industry experience. His prior roles include positions at IEQ Capital, LLC, EPIQ Capital Group, and Iconiq Capital. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering portfolio management, financial planning, and access to independent managers. The firm uses a tailored approach based on client objectives and risk tolerance, with ongoing monitoring and consolidated reporting supported by third-party technology.

Danielle Cain is a CFP® with 20 years of industry experience, currently serving at 360 Financial. Her prior roles include positions at LPL Financial, Commonwealth Financial Network, and Fleming Investment Group. She is also an independent insurance agent. 360 Financial manages approximately $770 million for about 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm offers discretionary portfolio management, financial planning, and educational services with a focus on personalized account supervision and tailored investment strategies.

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 CFP® professional with 41 years of industry experience. He is affiliated with 360 Financial and has worked previously at UBS Financial Services and LPL Financial. Mahoney's career includes long tenures at these firms, spanning from 1994 to the present. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management, financial planning, and consulting, with a focus on personalized account supervision and tailored portfolios.

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.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at MD Financial / Vestment Financial since 2018 and previously held roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered firm serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm manages approximately $304 million in discretionary assets and applies a market-efficient, long-term investment philosophy centered on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

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. in Buffalo, MN, holding a Series 66 designation with nine years of industry experience. He has been with Dougherty & Associates in various capacities since 2015. Outside of advisory services, he is also a licensed insurance agent offering various types of insurance products. Dougherty & Associates Financial Advisors is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management and financial consulting, tailoring portfolios to client objectives and risk tolerances using fundamental analysis.