John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

Michael Binstock is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Client One Securities, LLC, Cambridge Investment Research Advisors, Inc., and Broker Dealer Financial Services Corp. Binstock serves as Director of the Minneapolis Area for the F3E Foundation for Financial Education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning and ongoing asset management using a mix of fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Mary Bauman is a financial advisor at Boulay Wealth with two years of industry experience. She holds the Series 65 designation and previously worked for Midwest Pension & Profit Sharing Services for seven years. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, integrating advisory, tax, and insurance services through affiliated entities.

David Benson is a financial advisor with Elevation Point Wealth Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Wells Fargo, where he worked from 2004 to 2021. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs strategic and tactical asset allocation across various portfolios, including separately managed accounts and model portfolios, and offers technology-enabled services alongside alternative investment options.

Lawrence Becker is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. He has been with JNBA Financial Advisors since 2007. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services including retirement plan consulting, family office services, and business consulting for professional athletes, using a team-based approach and various investment strategies.

Christina Ulsby is a CFP® with six years of industry experience, currently serving as a financial advisor at Boulay Wealth since 2018. Prior to joining Boulay, she worked at Dock 6 Pottery from 2016 to 2018. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by its integration with affiliated accounting and insurance firms.

Calli Glass is a Series 65-licensed financial advisor with Boulay Wealth in Eden Prairie, MN. She has been with Boulay Financial Advisors, LLC since 2025 and has prior experience outside the industry, including roles at Resmed and New Energy Equity. Calli graduated from George Washington University in 2025. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax, and insurance services through affiliated firms.

Anika Lunde is a CFP® with two years of industry experience, currently serving as a financial advisor at Boulay Wealth. She previously worked at MRK Financial Solutions and has experience in education from the University of Missouri and Lakeville North High School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering both discretionary and non-discretionary management alongside comprehensive financial planning and retirement-plan consulting.

David Zevnik is a financial advisor at Harbour Investments, Inc. in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Clearstep Financial and Breakaway Academy as well as work as an independent contractor. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services tailored to each advisor's approach.

Kerry Edwards is a financial advisor at Level Four Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Edwards serves as president of the Saint Mary's University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a notable corporate structure that includes broker-dealer and trust/banking affiliations.

Blake Faust is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Boulay Wealth and has previously worked at Abbey Street, Wipfli Financial Advisors, and Hewins Financial Advisors. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by operational integration with affiliated accounting and insurance firms.

Noel Silker is a CFP® with 15 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2020. Prior to joining JNBA, he worked at Silker & Schmitt LLC, Raymond James Financial Services, and HAB Wealth Management, LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, combining fundamental and technical analysis and incorporating AI tools within a formal review process.

Ellen Horan is a CFP® with 10 years of industry experience, currently serving as an advisor at Boulay Wealth. She previously worked at Valmark Securities, Inc. from 2016 to 2019 and has been affiliated with Boulay Financial Advisors and Boulay, PLLP since 2012. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated entities.

Kenneth Edwards is a financial advisor with Focus Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience and has worked with Focus Financial Network, Inc. since 2002. Edwards is also a partner in Edwards & Osmonson, LLC, which provides tax and accounting services. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers managed account services, financial planning, and retirement plan consulting with a personalized investment approach tailored to clients’ Investor Profiles.

Joseph Bloodgood is a CFP® with 17 years of industry experience, currently serving as an advisor at Boulay Wealth in Eden Prairie, MN. His prior work includes roles at Boulay Financial Advisors, ValMark Advisers, Inc., and Bfa Holdings, LLC. He is also involved as a manager in Boulay Insurance Solutions, a fixed insurance business. Boulay Wealth is a multi-advisor firm providing wealth management services to individuals, corporate retirement plans, and charitable institutions. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, with a structure that integrates accounting, insurance, and legal services through formal affiliations.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at JNBA since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for three years and also spent two years at the Minneapolis Club. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a range of strategies and incorporating AI tools alongside human review.

Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor with Simplicity Wealth, where he has worked since 2022. His prior experience includes roles at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and it offers a suite of technology and operational services for advisers alongside its managed account platform.

Aidan Young is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 designation and has worked previously at Northern Trust Corporation, Coinbase, and Euronext Dublin. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional investors, and financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as additional services such as tax optimization and customized investment screening.

Gregory Swoverland is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets Corporation. Outside of his advisory work, he serves as a firefighter for the City of Maple Grove. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and retirement-plan services. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside its broad range of financial and risk management services.

Nikolaos Bame is a Series 65-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Bloomington, MN. He has three years of industry experience, including prior roles at Investors Financial Group and Mutual of Omaha Insurance Company. He is the founder of the Public Golf Society, a nonprofit golf league in Minneapolis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning offerings, collaborating with third-party money managers primarily via the Envestnet platform.