Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Joshua Hawkins is a CFP® and ChFC® with 14 years of industry experience. He is currently with Leverty Financial Group, LLC, where he has worked since 2020, following prior roles at Northwestern Mutual Wealth Management Company and Leverty and Associates. Hawkins is also co-owner of LFG Tax, LLC, a tax preparation and filing service, and associate co-owner of LFG Risk Services, LLC, an affiliated insurance agency. Leverty Financial Group is a SEC-registered advisory firm with a six-advisor team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and non-profits, offering discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to clients’ objectives.

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.

Michael Leverty is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including roles at Northwestern Mutual and Leverage & Associates LLC. Outside of advising, he is involved in forest preservation and recreational land management and participates in farming operations annually. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, serving individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG factors, and borrowing strategies.

Seth Blum is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Leverty Financial Group, LLC and also provides tax preparation and filing services through LFG Tax, LLC. Prior to joining Leverty Financial Group, he worked at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a diverse investment approach that incorporates model portfolios, third-party managers, and ESG considerations.

Michael Nelson is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently affiliated with Leverty Financial Group, LLC, where he has worked since 2020, and previously worked at Northwestern Mutual Wealth Management Company from 2017 to 2020. Outside of his advisory role, Nelson assists with seasonal operations at Leverty's Traditional Trees. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG considerations, and margin transactions.

Mark Kuhne is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Horter Investment Management and Croix River Wealth Management since 2017 and has prior experience with several firms including Stirton Consulting, LLC, and Guardian Wealth Strategies, LLC. Kuhne is also involved in insurance sales as an agent with Croix River Wealth Management. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, pension plans, corporations, and insurance companies. The firm employs a multi-manager investment approach guided by an Investment Committee and offers a variety of model portfolios, third-party money manager access, and alternative investment options.

Matthew Gendreau is a ChFC® credentialed advisor at Leverty Financial Group, LLC, with three years of industry experience. Prior to joining Leverty Financial Group, he worked at Wright-Hennepin Cooperative Electric Association and Proprietors Capital Holdings. Leverty Financial Group is a SEC-registered advisory firm with a six-person team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to client objectives.

Michael Kojonen is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds a Series 65 designation and also owns Principal Wealth Services, LLC, a retirement planning firm, and Principal Preservation Services, LLC, a non-investment related business. Kojonen dedicates significant time to these ventures alongside his advisory role. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers both model and custom investment strategies, employing strategic asset allocation and quantitative analysis, and provides services such as portfolio management, financial planning, and subadvisory support to other registered investment advisers.

Harrison Falteisek is a CFP® professional with 10 years of experience in financial advising. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Woodbury Financial Services and Northwestern Mutual. Outside of his primary advisory role, he owns HSF Financial LLC and is involved with Lifetime Wealth Advisors as a financial advisor assistant. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Matthew Steiger is a financial advisor at Columbia Management Investment Advisers, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Columbia Management, Stillwater Investment Management, and Columbia Threadneedle Asset Management. Columbia Management Investment Advisers, LLC is a large institutional investment manager serving pooled vehicles and institutional clients with approximately $457.4 billion in discretionary assets. The firm offers discretionary and non-discretionary portfolio management across mutual funds, ETFs, private funds, and collective trust vehicles, incorporating fundamental and quantitative analysis to implement strategies across public and private markets.

James Tonrey is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds a Series 63 designation and previously worked at Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis, serving a broad range of clients including registered investment companies.

Nicole Andrews is a financial advisor at Great Valley Advisor Group, LLC with a Series 66 designation. She has held positions at LPL Financial, Swan Financial, and Drazan, Henke, and Associates. Andrews also provides administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Brandon Rud is a financial advisor at Stephens with five years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021, following a brief tenure at Tigress Financial Partners and prior roles including teaching at the University of Minnesota and Annoka-Hennepin Public Schools. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a structured investment process with centralized committees and affiliated sub-advisors, offering a range of strategies and specialized programs such as a Small-Mid Cap SMID offering.

Amy Enderlein is a Series 65-registered advisor with Dakota Wealth, LLC, based in Stillwater, MN. She has one year of industry experience and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, and registered investment companies. The firm employs a diversified investment approach with customized portfolios and also serves as an investment manager to a registered mutual fund and sub-adviser to an ETF.

Jodi Gibson is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Cetera Advisor Networks LLC and Voya Financial Advisors, Inc. Gibson is also involved as a direct sales representative with Plexus Worldwide. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Osni Ferreira Filho is a CFP® with six years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC since 2022. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2017 to 2022, and at Aqseptence Group, Inc. from 2016 to 2019. In addition to his advisory role, Mr. Filho provides consulting services related to Faith-Based, ESG, and Values-Based Investing through Wealthfluence. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of advisors delivering multiple investment programs and offers values-based portfolio options informed by a Judeo-Christian framework.

Eric Bratvold is a financial advisor at Dakota Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stillwater Investment Management, LLC for 15 years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm employs a diversified, customized portfolio approach with a combination of fundamental, technical, cyclical, and charting analysis, and manages a range of investment products including mutual funds, ETFs, private funds, and registered investment companies.