Christian Nielsen is a CFA® charterholder with 12 years of industry experience. He has been with Fiduciary Counselling Inc. since 2011. The firm advises individuals, trusts, charitable organizations, corporations, and related entities, offering investment advisory services alongside accounting, tax, estate planning, and administrative support. Fiduciary Counselling implements client portfolios based on asset allocation and capital market assumptions, conducting manager due diligence and portfolio administration while maintaining close relationships with affiliated trust and investment companies.

John Oberg is a CFP® professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1992. Fiduciary Counselling Inc. advises individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory services alongside accounting, tax, estate planning, trust and charitable administration, and various administrative offerings. The firm employs a structured investment approach based on written policy statements, asset allocation, and capital market assumptions, and operates in conjunction with affiliated trust and investment management companies.

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.

Jared Deutsch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mass Mutual Investors Services, and has over a decade of experience with JD Insurance Services, Inc. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, focusing on individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Shelby Ferstl is a CFP® professional with seven years of industry experience, currently with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, Ferstl worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and personalized portfolio management for retail and institutional clients, emphasizing strategic asset allocation, third-party research, and the use of independent managers.

Robert Braun is a financial advisor at Convergence Financial in Eagan, MN, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. He has been involved with the Apple Valley Rotary since 2015. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to build tailored portfolios and offers services including retirement plan consulting and access to third-party managers.

Sean Deichert is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fiduciary Counselling, Inc. He has 10 years of industry experience, with prior roles at LPL Financial, Cetera, and Bell State Bank & Trust. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment management alongside accounting, tax, estate planning, trust, and administrative services. The firm employs a disciplined investment approach based on asset allocation and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. in Eagan, MN, with 33 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a board member of the St. Lawrence Catholic Church Men's Club and works as an independent insurance agent. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, with a dual adviser and broker-dealer structure and a focus on non-discretionary portfolio management.

Rexford Cattanach is a financial advisor at Advisor Share Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Sequent Planning, LLC, First Income Advisors, Gradient Advisors, LLC, and Keats Group, LLC, where he serves as president of a single-member wealth management and financial planning business. He is also an active member of the Stillwater Rotary Club, participating in community service and fundraising activities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs a platform-based approach, often utilizing third-party sub-advisers and model portfolios, and offers alternative and private investment options to eligible clients.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

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.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Joel Feldkamp is a financial advisor with Packerland Brokerage Services, Inc. in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Packerland Brokerage Services since 2010, following roles at LPL Financial and Thrivent Investment Management. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both in-house and third-party investment solutions on the Envestnet platform.

Peter Strandt is a financial advisor at Global View Capital Management LLC with Series 66 registration and one year of industry experience. His background includes various roles outside finance, such as operating courier and delivery services, holiday lighting, and cleaning businesses. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

David Spethmann is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial and Prudential Financial. Outside of his advisory role, he is a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models, applying both strategic and tactical investment approaches.

Elizabeth Van Hoever is a CFP® professional with 12 years of experience at Fiduciary Counselling Inc. in St. Paul, MN. She has been with the firm since 1997, contributing to its advisory services for over two decades. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment advisory alongside accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory in managing client portfolios and maintains unique relationships with affiliated trust and investment companies.

Charles Block is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at Northwestern Mutual and LPL Financial. Outside of his advisory work, he coaches 7th grade basketball for the School District of Prescott, WI. 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 mix of in-house strategies and third-party managers.

Casey Leanna is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Cannaday Bloom Wealth and Insurance Solutions and AnchorPoint Assurance. Her other business activities include sales and service of various insurance products such as life, annuities, disability, and group health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.