Todd Knutsen is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Gradient Securities since 2013 and also operates Knutsen Financial Group, PLLC, which provides accounting services. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer functions, frequently utilizes third-party managers, and manages a substantial amount of assets on a non-discretionary basis.

Robert Kramer is a ChFC® credentialed financial advisor with 38 years of industry experience. He currently serves at Prosperity Capital Advisors and previously worked at Sigma Planning Corporation and Sigma Financial Corporation. Outside of advising, Mr. Kramer is a published book author, a board member of a local parks foundation, a freelance writer on non-financial topics, and competes in disc golf tournaments. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a range of model suites and third-party sub-advisors.

David Hawley is a financial advisor at Mutual Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Innovative Planning Group, LPL Financial, and Stoneford Partners. Outside of advising, he provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Mutual Advisors offers investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines significant institutional capabilities with operational flexibility and utilizes a mix of active and passive investment strategies.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with World Equity Group since 2013. Outside of his advisory role, Taylor is a part-time musician and coordinates a seasonal youth hockey program for high school players. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.

Debra Kuper is a CFP® with 38 years of industry experience, currently serving at Focus Financial Network since 1996. She holds Series 63 and Series 65 licenses and operates out of Woodbury, MN. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Luke Ripienski is a financial advisor at Prosperity Capital Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining Prosperity Capital Advisors, he worked at Valor Capital Management, Principal Securities, Inc., and Principal Life Insurance Company. He also serves as a FINRA arbitrator in securities-related disputes. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm uses model-based, asset-allocation strategies with portfolios managed primarily to model targets, incorporating alternatives and structured products through third-party platforms.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2017 to 2024 and at LPL Financial since 2024. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked in various financial institutions including Fidelity Investments and Wells Fargo. Mathison is currently affiliated with Associated Bank, N.A. as well. 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 offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Allianz Life and its affiliates for seventeen years as well as at Northwestern Mutual and F&G Insurance Company. Rudolph is also the owner of Legacy Ascent Wealth, an insurance-related business focused on annuities and life and long-term care insurance. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm employs a range of model portfolio solutions and discretionary asset management strategies and supports a network of about 89 investment adviser representatives across multiple offices.

Jeffrey Ballek is an independent advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at firms such as Crown Capital Securities LP, Keller Williams Integrity Realty, and BMO Harris Financial Advisors. He is also the owner of Ballek Wealth Management LLC, which sells insurance products, and maintains a realtor’s license through Coldwell Banker Realty. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs. The firm uses an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic and tactical investment approaches.

Jeffrey Kolodjski is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 17 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and has been affiliated with LPL Financial since 2012. Great Valley Advisor Group, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. 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 multiple platforms.

Korey Koob is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Momentum Independent Network Inc., U.S. Bancorp Investments, Wells Fargo Bank, and TCF Bank. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by leading asset managers.

Andrew Koskie is a financial advisor with Avantax Planning Partners, Inc. in Saint Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Cetera Wealth Services, CRI Securities, and Securian Financial Services. Outside of finance, he owns a landscaping and lawn mowing business. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives, serving individuals, pension and profit-sharing plans, charitable organizations, and businesses.

David Beissler is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has been with Focus Financial Network, Inc. since 2002 and currently serves as Board Chair at the firm. Beissler also holds a role at OSAIC and has a background with Royal Alliance Associates, Inc. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, and financial planning services.

Alexandra Grupe is a financial advisor at Principal Advised Services with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within the Principal Financial Group family since 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to access a range of proprietary products and integrated services.

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.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.