Mike Nimmo is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Kinetic Investment Management and Allianz Life, among other firms. Outside of his advisory role, he is the founder of Play It Forward Group, which organizes a charity golf tournament with a portion of proceeds donated to charity. 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 investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.

Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and 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 mix of fundamental and technical analysis supplemented by AI tools.

Gregory Rieckhoff is a Series 65-licensed advisor at Royal Fund Management, LLC with nine years of industry experience. He has worked at Royal Fund Management since 2017 and has operated Rieckhoff Services, an insurance agency focused on life and annuity products, since 2002. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay for enrolled clients.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Black Line Group and Wipfli LLP. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, and covered-call approaches, integrating fundamental and technical analysis along with AI tools to support investment decisions.

Kelli Buraglio is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Burns Brothers Financial. In addition to her advisory role, Buraglio is involved in tax planning and preparation through Burns Brothers Financial Group. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside third-party sub-advisors and advisor-directed portfolios.

Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.

Bradley Struve is a financial advisor with ON Investment Management Company who holds a Series 63 designation and has 48 years of industry experience. He has worked at The O.N. Equity Sales Company since 1992 and at Aetna Life and Casualty since 1978. Outside of his advisory role, Struve is president and shareholder of Pilot Financial Partners, Inc., where he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and offers access to various third-party investment programs.

Daniel Steichen is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Personal Wealth Partners LLC and LPL Financial, LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside custom solutions.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining JNBA in 2023, he worked at BNY Mellon from 2019 to 2023 and has a background that includes positions outside finance, such as at Ruth's Chris Steakhouse and the University of Central Florida. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, covered-call strategies, and incorporates AI tools alongside fundamental and technical analysis.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.

Polly Hamm is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with nine years of industry experience. She previously worked at Brown Wealth Management, LLC for eight years and is co-owner of Right at Home, a non-investment business providing in-home care and assistance. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, employing both internal and third-party managers to tailor portfolios to client needs.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, 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, and integrates advisory services with affiliated accounting and insurance firms.

Ryan Damhof is a financial advisor at Great Valley Advisor Group, LLC with a Series 65 credential and six years of industry experience. His prior work includes roles at Sandahl & Damhof, Sauber Legal Services, Messerli Kramer, and Erickson & Wessman. 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, financial planning, and retirement-plan consulting through a large advisor network, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Rex Kohl is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at LPL Financial, LLC for 19 years and has been with Financial Resource Management Group, Inc. for over 26 years. Outside of finance, he owns KLR Farms, where he raises sweet corn sold locally, and Kohl Development, operating a business called Piggy Back Ladder Rack. M HOLDINGS SECURITIES, Inc. serves a diverse clientele, including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services through a nationwide network. The firm combines portfolio management and third-party sub-advisors with various investment programs and platform support to address client needs.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Valmark Securities, Inc. for four years. Schneeman serves as a volunteer board member for the University of Marquette Alumni Association's Minnesota Chapter and as a member of the Finance Committee for the Nativity School Advisory Council in St. Paul, MN. 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 utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated services including tax preparation and insurance through affiliated entities.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Chad Carlson is a financial advisor at Boulay Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities, Inc. from 2015 to 2019 and at Boulay Financial Advisors since 2001. He was also associated with Boulay, P.L.L.P. from 2000 to 2021. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach managed by Investment Selection and Strategy committees, focusing on diversification, cost control, and after-tax outcomes, and integrates advisory, tax, and insurance services through affiliated firms.

Catherine Hogan is a financial advisor at Boulay Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Boulay Financial Advisors and The Advocate Group prior to her current role. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated entities.

Laura Stenzel is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She has been with Boulay Financial Advisors, LLC since 2019, and previously worked at KPMG as well as Olsen Thielen CPA's. Stenzel also spent time in an academic role at St. Cloud State University. Boulay Wealth serves 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, integrating advisory services with tax and insurance offerings through affiliated firms.