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.

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.

Ryan Warner is a financial advisor with Prosperity Capital Advisors in Maple Grove, MN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, with previous roles at Oakwood Capital Securities, Mercap Securities, Valor Capital Management, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Warner owns an eBay business. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm employs model-based, asset-allocation strategies and offers services including financial planning, consulting, and discretionary investment management.

Derrick Avelar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes roles at Bluepoint Wealth Management, Kingswood Wealth Advisors, Creative Planning, and Advance Capital Group. In addition to his advisory work, he is involved in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach and combines advisory services with technology and operational offerings for other advisers through its managed account platform.

Aaron Niedorf is a financial advisor with Integrity Advisory Solutions, holding a Series 66 license and 25 years of industry experience. His prior roles include positions at The Leaders Group Inc, CETERA Advisor Networks LLC, and Swenson Anderson. Outside of advisory work, he serves as Executive Vice President of Sales at IFC National Marketing, where he manages sales distribution and teams. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing a range of investment strategies and third-party platforms.

Sergey Molla is a financial advisor with Eversource Wealth Advisors, LLC and holds a Series 65 designation. He joined Eversource in 2025 and has prior experience working as a Senior Logistics Analyst at Target Corporation since 2018. In addition to his advisory role, he owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm supports a range of investment programs and provides due diligence, values-based strategies, and stewardship planning, catering to clients including independent RIAs and those with significant investable assets.

Susan Wieneke is a financial advisor with Simplicity Wealth, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Bison Advisors, Truadvice, LLC, Core Income Advisors, and OneAmerica Securities. She is also affiliated with the Catholic Order of Foresters, where she has served for over a decade. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational services for other advisers.

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.

Jeremiah Rodriguez is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Cornerstone and LPL Financial since 2014. Outside of his advisory role, he is involved with Rodriguez Wealth Management, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and leverages LPL-sponsored programs and technology to deliver advisory services to a large client base.

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.

Robert Koch is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. He has 11 years of industry experience and is also an equity shareholder at Olsen Thielen & Co., a full-service CPA firm where he has worked since 1996. His role at the CPA firm involves primarily audit and tax compliance work. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading.

Kurt Baldry is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is also involved in the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

Lisa Walt is a financial advisor at Larson Financial Group, LLC, with six years of industry experience. She holds the Series 66 designation and previously worked at Counsel Wealth Management, Inc. from 2015 to 2020. Larson Financial Group, LLC provides 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 mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and it offers formal pension-consulting services alongside affiliated broker-dealer and private-equity activities.

Catherine Peters is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations. Peters has been associated with Gradient Advisors and its related entities since 2014. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Bryan Lee is a Series 65 licensed advisor at Gradient Advisors, LLC with one year of industry experience. His prior roles include positions at Gradient Investments, Wells Fargo Clearing Services, Wells Fargo Bank, Select Comfort, and Securian Financial. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Timothy Rosga is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., City National Bank, and RBC Capital Markets. Outside of his advisory work, he operates as an insurance agent providing financial consulting and various insurance product sales through Nohner Rosga Financial. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals and institutional clients. The firm integrates third-party manager referrals and ERISA plan services with a business model that includes both advisory and broker-dealer activities.

Eric Nohner is a financial advisor at Gradient Securities, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial and OSAIC. Outside of his advisory role, he is an insurance agent involved in fixed insurance sales. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management services to individuals, business entities, and retirement plans. The firm combines advisory and broker-dealer functions and frequently utilizes third-party managers while maintaining client approval on trade execution.

James Gaskins is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and concurrently operates United Financial Services, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third‑party money managers and Investment Advisor Representatives, using a largely non-discretionary model and various analytical tools to align portfolios with client objectives.

Patrick Hall is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and 11 years of industry experience. He has worked at Olsen Thielen & Co., Ltd., a full-service certified public accounting firm, since 1989, where he serves as vice president, treasurer, and an equity shareholder. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through designated custodians.

Adellmarie Hargreaves is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at EFS Advisors since 2016 and Advanced Advisor Group LLC since 2015. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, along with non-asset management financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and uses a client-centric suitability scoring process supported by proprietary technology and quarterly fund performance reviews.