Jesse Sell is a CFP® with 32 years of industry experience, currently operating as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he spent 11 years at Ameriprise Financial Services, Inc. He serves as Treasurer and Secretary for his local homeowners association in West Lakeland, Minnesota. Prevail Financial Partners, LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients through managed accounts and financial planning. The firm employs a client-driven investment process that integrates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, typically managing assets on a non-discretionary basis.

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 financial advisor with Leverty Financial Group, LLC in Hudson, WI. He holds CFP® and ChFC® designations and has 15 years of industry experience. His prior experience includes roles at Northwestern Mutual and Leverty and Associates. Outside of advisory work, he co-owns LFG Tax, LLC, a tax preparation and filing service. Leverty Financial Group, LLC serves individuals, small businesses, retirement plans, and non-profit organizations through portfolio management, financial planning, and retirement plan advisory services. The firm customizes advice to client objectives and utilizes model portfolios, third-party sub-advisers, and separately managed accounts in its investment approach.

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 at Leverty Financial Group, LLC with three years of industry experience. He has held roles at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Outside of investment advising, he is involved with LFG Tax, LLC, providing tax preparation and filing services. Leverty Financial Group, LLC is a SEC-registered investment adviser serving individuals, small businesses, retirement plans, and non-profit organizations. The firm offers portfolio management, financial planning, and fiduciary services, using model portfolios and third-party sub-advisers to tailor advice to client objectives.

Michael Nelson is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also involved in a seasonal tree business, Leverty's Traditional Trees, assisting with preparing trees for sale. Leverty Financial Group, LLC serves individuals, small businesses, retirement plans, and non-profits, offering portfolio management, financial planning, and fiduciary services. The firm customizes advice based on client objectives and utilizes model portfolios, third-party sub-advisers, and separately managed account strategies.

Mark Kuhne is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked with several firms including Stirton Consulting, LLC, Kingdom Defense Solutions, 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 investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach that includes tactical and passive portfolios, custom solutions, and affiliated proprietary mutual funds.

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 with AlphaStar Capital Management, holding a Series 65 designation and four years of industry experience. He is also the owner of Principal Wealth Services, LLC and Principal Preservation Services, LLC, managing both investment-related and non-investment businesses concurrently. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Linda Skoglund is a ChFC® credentialed financial advisor with 34 years of industry experience. She is currently with Alera Investment Advisors, LLC and has prior experience at Cambridge Investment Research Advisors and Ja Counter. Skoglund serves on the board of Alera Group and is president of 2LMK, LLC, a family limited partnership managing investment accounts and rental properties including farmland and a rental property in Costa Rica. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

Harrison Falteisek is a CFP® with 10 years of experience in the financial services industry. He currently serves as an Investment Adviser Representative at CreativeOne Wealth, LLC, and has held roles at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of his advisory work, he is the owner of HSF Financial LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing diverse strategies including ETFs, mutual funds, and options.

John Ladick is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Associated Investment Services, Inc. and previously worked at LPL Financial, Cambridge Investment Research Advisors, and Woodbury Financial. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm uses model portfolios and separately managed accounts from third-party providers and its affiliate Kellogg Asset Management, delivering services mainly through the Envestnet/NFS platform.

Nicole Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, Swan Financial, and Drazan, Henke, and Associates. Andrews also provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Brandon Rud is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2021, with prior experience at Tigress Financial Partners and the University of Minnesota. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services along with investment banking and research capabilities.

Joseph Altman is a financial advisor with AlphaStar Capital Management in Hudson, WI, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various service and real estate companies. He is also an agent at Principal Preservation Services, LLC, dedicating part of his professional time to insurance services. AlphaStar Capital Management provides discretionary investment management, financial planning, and retirement plan services to individuals, corporate clients, and other advisers. The firm employs strategic and tactical investment approaches across diverse asset types and offers subadvisory and participant account management services at an enterprise scale.

Andrew Rineck is a financial advisor with Alera Investment Advisors, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Cambridge Investment Research and its affiliates. Outside of his advisory work, he serves as a captain and firefighter for the City of River Falls and works as a tax preparer. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term investment approach using a combination of internal management, affiliate platforms, and independent managers, serving both retail investors and plan sponsors.

Jodi Gibson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc. Outside of her advisory work, she is involved in direct sales with Plexus Worldwide. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Osni Ferreira Filho is a financial advisor with Eversource Wealth Advisors, LLC, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Since 2022, he has consulted on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm offers multiple investment platforms and emphasizes investor profiling and values-based strategies, including a private markets platform and stewardship planning.

Bradley Palmersheim is a financial advisor at CreativeOne Wealth, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Mill City Credit Union, and Cetera Advisor Networks. Palmersheim provides financial education to employees across various sectors through the Association of Financial Educators. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.