Bailey Sauve is a financial advisor at Abbey Street with a Series 65 designation and one year of industry experience. Prior to joining Abbey Street, Bailey served in the Minnesota Army National Guard and worked at Jupiter Wealth Planning and the University of Wisconsin River-Falls Foundation. Bailey’s background also includes community involvement through roles at the Northfield Area Family YMCA and educational institutions. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth planning for individuals, families, and organizations. The firm employs an independent, fiduciary-oriented investment approach that integrates quantitative and qualitative analysis with an emphasis on diversification and ongoing due diligence.

Travis Buck is a CFP® professional with 26 years of industry experience, currently serving at Kusske Financial, Inc. in Burnsville, MN. His prior experience includes roles at Gallagher Fiduciary Advisors LLC, Triad Advisors, and National Planning Corporation. Outside of his advisory work, he owns and operates Buck Financial Consulting and KB Accounting & Tax, providing services unrelated to investment management. Kusske Financial, Inc. is a small, state-registered advisory firm offering personalized financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning services rather than discretionary investment management, with clients maintaining custody and decision-making authority.

Daniel Swedin is a financial advisor at Boyum Wealth Architects LLC with a Series 66 designation. He has one year of industry experience, having previously worked at RBC Capital Markets, North Star Resource Group, and other organizations in various roles. 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 offers discretionary portfolio management and consulting services, employing a combination of technical, tactical, fundamental, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Lawrence Gartner is a CFP® professional with 16 years of experience in financial advising. He has been with ISC Financial Advisors since 2008. Outside of his advisory role, he is involved in property management as president and co-owner of Gleason Properties LLC. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation.

Luann Neuman is a financial advisor with Kusske Financial, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at OSAIC, Triad Advisors, Independent Financial Group, and National Planning Corporation. Outside of advising, she also serves as a notary, notarizing documents for clients. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, offering detailed written plans and ongoing reviews while clients retain control over their investment decisions.

Michelle White is a financial advisor at Capital Management Associates Inc with nine years of industry experience. She holds the Series 66 designation and has worked at firms including First Advisors and GS Capital Management, LLC. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment approaches, including fundamental and technical analysis, options strategies, and a manager-of-managers managed accounts program.

Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.

Aaron De Cock is a financial advisor with Christensen Group Financial, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. He has worked at Christensen Group Financial since 2022 and previously held positions at Kestra Investment Services LLC and DoorDash. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios and multiple investment strategies, including modern portfolio construction and trend-following, and is notable for the scale of its retirement plan practice relative to its discretionary assets under management.

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. 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 customize portfolios according to client goals and risk tolerance.

Richard Stoeckel III is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of his advisory work, he operates an online collectible retail business focused on older video games. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm primarily manages discretionary portfolios customized to client risk tolerance and goals, using a blend of technical, tactical, and fundamental analysis.

Eric Turcott is a financial advisor at Abbey Street with four years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, Turcott is involved in real estate as a licensed realtor and has experience in construction and administration through his involvement with Turcott Construction and Jacobson Advanced Eye Care. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and portfolio management. The firm employs an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis with a focus on diversification and ongoing due diligence.

Kimberly Andrews is a CFP® professional with five years of industry experience, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. She has worked at Birchwood Financial Partners since 2013, with a one-year tenure at Boulay Financial Advisors, LLC from 2020 to 2021. Birchwood Financial Partners provides personalized financial planning and investment management mainly to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and diversification, and employs a variety of instruments including traditional equities, fixed income, long/short mutual funds, inverse and enhanced ETFs, futures, and options.

Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

Gregg Sainsbury is a CFP® professional with 27 years of industry experience, currently serving at Boyum Wealth Architects LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Thrivent. He is also a director of capital at Laughlin Ranch Capital, a private equity firm, where he manages communications with vendors, banks, and investors. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a combination of technical and tactical allocation strategies with fundamental and cyclical analysis, customizing portfolios to client goals and risk tolerance.

Jon Meyer is a CFP® with 13 years of industry experience, currently serving as an advisor at BGM Wealth Management. He has been with BGM Wealth Partners since 2016. Meyer is also a 5% owner and partner at Cornerstone Private Asset Trust Co. LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients, managing approximately $517 million in assets. The firm offers comprehensive financial planning and portfolio management with a focus on integrated planning across investment, tax, and estate matters, supported by a multidisciplinary team including CFP and CPA/PFS professionals.

Spencer Davies is a CFP® professional with three years of industry experience, currently serving as an advisor at BGM Wealth Management. His background includes roles at Wells Fargo, Target, and Northwestern Mutual, as well as six years at Shoreland Country Club. Outside of his advisory work, he holds a vice president position and is a 10% shareholder in a real estate management company. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients through comprehensive financial planning and portfolio management. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multi-disciplinary staff with CFP and CPA/PFS credentials and formal affiliations offering direct access to trust administration and tax coordination.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.