Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Daniel Jandro is a CFP® with 13 years of industry experience, currently advising at Q3 Advisors, LLC. His prior roles include positions at Advisornet Wealth Management, CETERA Advisor Networks LLC, and Lifelong Wealth Advisors. Outside of his advisory work, he volunteers as a financial coach for low-income families through Prepare and Prosper. Q3 Advisors provides tax-focused financial planning and consulting services using fixed, pre-determined fees. The firm emphasizes comprehensive planning recommendations without managing client investment portfolios or charging percentage-of-assets fees.

Robert Lewis is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses with 30 years of industry experience. He was previously with BMO Harris Financial Advisors, Inc. for six years before joining Nepsis in 2018. Outside of his advisory role, Lewis receives residual insurance renewal commissions. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also provides research and educational products to other financial advisors, utilizing a wrap-fee investment approach with regular account reviews and reporting.

Tyler Schelhaas is a financial advisor at Gambit Capital Management, LLC with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Tyler has worked at Gambit Capital Management since 2024 and previously was affiliated with Sns Financial Group, LLC and Spronk Brothers III LLP, where he also serves as a risk manager for a hog and row crop operation. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management and related services such as financial planning, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis and uses derivatives and options strategies tailored to client needs.

Benjamin Brocker is a CFA® charterholder with 15 years of experience in the financial services industry. He has been with Legacy Wealth and its affiliated entities since 2011, currently serving as a financial advisor at Legacy Wealth Asset Management. Brocker is based in Woodbury, Minnesota, and operates within a four-advisor team. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, quantitative, and sector analyses, along with Biblically Responsible Investing screening, and manages approximately $475 million in discretionary assets.

Jennifer Mccord is a CFA® charterholder with three years of industry experience and has been with Palisade Asset Management, LLC since 2016. She is based in Minneapolis, MN, and works within a six-advisor team at Palisade. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs with a combination of in-house strategies and third-party managers.

Nicholas Michel is an advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. He has been affiliated with the University of Minnesota since 2014. Strong Tower Advisory Services is a registered SEC investment adviser managing approximately $759 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, using a total-return investment approach that incorporates risk management, tactical rebalancing, and the use of derivatives.

Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities 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 through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities 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 strategies.

Charles Kelley is a Series 65-licensed financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He has been with Compass Capital Management since 1988. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Rishi Biswas is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds the Series 65 designation and previously worked at Varde Partners for 11 years before serving as an independent contractor. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm’s investment approach is based on fundamental research and valuation disciplines, managing a core equity portfolio alongside fixed income strategies and selective external fund managers.

Yat Sing Wong is a financial advisor at Running Oak Capital LLC with four years of industry experience and holds a Series 65 designation. Prior to his current role, he has worked in various positions including contractor roles as an interpreter for Radio Free Asia and a brand ambassador for ITA Promotions. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis and serves as investment adviser to the Running Oak Efficient Growth ETF.

Ingrid Strauss is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cordis Financial, LLC since 2018. Her prior experience includes roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company from 2014 to 2018. Outside of her advisory work, she is involved in managing a family farm through O'HARA FARMS LLC. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting, constructing customized portfolios primarily using mutual funds and ETFs with an emphasis on fundamental analysis and modern portfolio theory.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses with seven years of industry experience. He previously worked at Principal Securities and Principal Life Insurance for eight years and has a background that includes service with the Florida Department of Corrections. Boyum Wealth Architects provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis, tailoring allocations to client risk tolerance and goals.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Joel Baumgarten is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Pine Grove Financial Group since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. 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 with a long-only core, complemented by strategic and tactical asset allocation, and manages about $1.48 billion in discretionary assets across a 15-advisor team.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Susan Becker is a CFA® charterholder with four years of industry experience. She has been with Nicollet Investment Management, Inc. since 2021. Prior to that, she worked at HomeMaker for eleven years. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, financial planning, and ERISA plan consulting, focusing on internally managed growth equity strategies and customized fixed-income approaches tailored to clients’ needs.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. Her work history includes roles at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC. She has been with Marquette Wealth Management since 2021. Marquette Wealth Management provides financial planning and discretionary investment management services to individuals, trusts, private foundations, donor-advised funds, and employee benefit plans. The firm employs a goal-driven, globally diversified approach using a mix of investment vehicles and a research-informed, factor-based active strategy, managing approximately $872 million in discretionary assets.