Brian Senske is a financial advisor at Guardian Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at All Star Financial Inc. for seven years. Outside of his advisory role, Senske provides CFO and management consulting services to small- and mid-size companies through his sole proprietorship, 3T Advisory Services LLC. Guardian Wealth Advisors offers investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 17 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 not participating in school teams. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Christopher Wagner is a CFP® with 12 years of industry experience, currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior career includes roles at Kestra Financial Inc., SNS Financial Group, LLC, Vector Wealth Management, and Navpoint Financial, Inc. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a client-customized investment process supported by its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. 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, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Tyler Ellegard is a CFA® charterholder with nine years of industry experience, currently serving at Gradient Investments, LLC. He has been with Gradient and its affiliated entities since 2018, following prior roles at U.S. Bancorp Investments, Inc. He is also president of Gradient Advisors LLC, dedicating the majority of his time to this business. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Sharon Calhoun is a CFP® and ChFC® with 12 years of experience in the financial advisory industry. She is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management in various capacities. Outside of her advisory work, she serves as an emergency medical technician (EMT). Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting with a focus on customized investment policies and specialized strategies such as option overlays and hedging.

Carl Arrell is a CFP® and CFA® with 21 years of industry experience, currently serving as a financial advisor at Focus Financial. He has worked with Focus Financial Network, Inc. since 2012 and Royal Alliance Associates from 2012 to 2023. In addition to his advisory role, Arrell provides tax consulting and owns Wealthful, LLC. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering tailored portfolio management and a wide range of investment strategies.

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.

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Focus Financial Network, Inc. and OSAIC in 2017. Outside of advising, he serves as a trustee of the James & Mary Underdahl Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to individual investor profiles.

James Trebisovsky is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Larson Financial Group, he worked for eight years with the West St Paul School District 197. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm combines strategic and tactical investment approaches, employs a variety of management programs, and uses AI-assisted tools alongside human review to support research and client services.

Chad Steeves is a financial advisor at Focus Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Focus Financial since 2008. Steeves also serves as president of SWMG LLC and is a partner in Bergstrom Financial Group LLC, entities involved in financial business operations. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, employing diverse investment strategies and coordinating with clients’ tax and legal advisors.

Anthony Ferrara is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2010. Ferrara is also involved as an owner of AJF Holdings, LLC, which provides financial advisory services through Larson Financial Group. Larson Financial Group offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical investment approaches, and it integrates third-party money managers, AI-assisted tools, and affiliated services that extend into broker-dealer activities, real estate brokerage, private equity, and pension consulting.

William Bergstrom is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 63 designation and over 41 years of industry experience. He has been with Focus Financial Network, Inc. since 1995 and also has prior experience at Royal Alliance Associates, INC. Bergstrom serves as a board member and compensation committee member at Focus Financial Network and acts as a trustee for a family testamentary trust. 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, retirement plan consulting, and financial planning services.

John Watkins is a CFP® professional with 41 years of experience in the financial services industry. He is affiliated with Focus Financial and OSAIC, where he has worked since the early 1990s. Watkins serves as Board Chairman and Executive Committee Chair for Focus Financial Network, participating in board governance and business continuity planning. He also acts as co-trustee on his parents' revocable living trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of investment management and financial planning services tailored to client needs.

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.

David Moser is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a customized investment process overseen by an Investment Committee and provides services including independent manager recommendations and specialized strategies for concentrated positions.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment strategies.

Morgan Smick is a financial advisor at Gradient Securities, LLC with two years of industry experience. He holds the Series 66 designation and has prior work history at Bremer Bank and Bethel University. Outside of finance, he has experience working at Fareway Meat & Grocery and Fairmont Area Schools. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a business model notable for its use of third-party managers and multiple affiliated entities.

Anita Kalafut is a CFP® professional with 12 years of experience in financial advising. She is currently affiliated with Avantax Planning Partners, Inc. and has previously worked with Cetera Wealth Services, Avantax Investment Services, Summit Wealth Advocates, Paradigm Strategies in Wealth Management, and Financial Strategies Inc. She operates in Coon Rapids, MN, providing investment advice and financial planning services. Avantax Planning Partners, Inc. offers investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation approach overseen by an Investment Advisory Committee and provides discretionary portfolio management with tax-intelligent overlays and centralized trading.