Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. 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 operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.

Logan Taft is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2013, including a period at AdvisorNet Wealth Partners. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a consultative, team-based approach with tailored strategies and uses a mix of mutual funds, ETFs, independent managers, and direct indexing, alongside proprietary model portfolios and derivative strategies.

Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Marissa Klaers is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. Her prior roles include positions at Purshe Kaplan Sterling Investments, Personal Wealth Partners, LPL Financial, and H. Beck, Inc. She also holds a notary public commission. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a tailored investment approach that includes mutual funds, ETFs, alternatives, and complex strategies as appropriate to client objectives.

Josiah Larson is a CFP® with six years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Quantitative Advantage, LLC, and United Health Group, Inc. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm’s investment approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client objectives, incorporating various investment vehicles to achieve diversification.

Noah Johnson is a financial advisor at Ballast Advisors, LLC in Saint Paul, MN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Ballast Advisors, he worked at Fidelity Investments and has a diverse background including roles at Mayo Clinic and teaching at Northfield High School. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including modern portfolio theory and strategic asset allocation, providing financial planning, wealth management, and retirement plan consulting services.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Bremer Bank, Cetera, and CUNA Mutual Group. 1834 Investment Advisors serves high-net-worth individuals and institutional clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm emphasizes customized portfolio strategies, asset allocation, and regularly engages clients through portfolio reviews, operating as a wholly owned subsidiary of Old National Bancorp with specialized offerings such as private investment consulting and management of cash-balance defined benefit plans.

Aaron Dally is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for five years. Valtinson Bruner Financial Planning LLC provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization and manages portfolios on a discretionary basis.

Matthew Mattheisen is a financial advisor at Still Water Wealth with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gambit Capital Management, Focus Financial Network, Osaic Wealth, Charles Schwab, and TIAA-CREF. Outside of his advisory role, he is an author of a book on career growth and mentoring and is the founder of a technology platform called Decoder Universe. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, retirement-plan advice, financial planning, financial coaching, tax-preparation, and outsourced CIO consulting. The firm uses a range of investment vehicles and strategies, including ETFs, derivatives, and options, tailoring portfolios through fundamental and cyclical analysis combined with asset allocation and liability matching.

Russell Rogers is a CFP®-credentialed financial advisor with 18 years of industry experience. He is associated with Summit Investment Advisory Services, where he has worked since 2015. Rogers also has a history with LPL Financial starting in 2011. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a mix of analytical approaches and manages accounts through its own programs as well as various LPL Financial-sponsored advisory programs.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

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.

Brandon Valtinson is a CFP® professional with seven years of industry experience, currently with Valtinson Bruner Financial Planning. His prior experience includes seven years at Wells Fargo and roles as an independent insurance agent and operator of Valtinson Tax Services, which provides tax preparation and accounting services. He is also involved in life, long-term care, and disability insurance. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and quantitative analysis with an emphasis on asset allocation and manages one of the larger client bases among mid-sized advisory teams.

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.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Ryan Carlson is a financial advisor at Contego Capital Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Contego since 2016. Contego Capital Group is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, emphasizing asset allocation and security selection with regular account reviews.

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.