Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, where he worked in various capacities over more than a decade. He is also involved in an accounting and tax preparation business separate from his advisory duties. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios alongside advisory and managed account platform services for other advisers.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds the Series 65 designation and previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. In addition to advising, he is the owner of Financially Fit, LLC, an insurance and annuity-related business. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering customized portfolio management and financial planning services. The firm utilizes a variety of investment strategies and maintains relationships with third-party managers and proprietary partner offices.

Andrew Truax is a CFP® with eight years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at JNBA Financial Advisors for seven years and Columbia Threadneedle Investments for three years. Curi Capital, LLC offers wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of investment vehicles.

David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. in Eagan, MN, with 33 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a board member of the St. Lawrence Catholic Church Men's Club and works as an independent insurance agent. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, with a dual adviser and broker-dealer structure and a focus on non-discretionary portfolio management.

Matthew Martinson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Advanced Advisor Group LLC, EFS Advisors, VOYA Financial Advisors, and Capital Street Financial Services. He also provides investment advisory services to Great Valley Advisor Group, Inc., an independent RIA. Great Valley Advisor Group is a multi-team SEC-registered 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 combination of in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Alex Koncilja is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at RMB Capital Management, Orgel Wealth Management, and CUNA Mutual Group. Outside of his advisory role, his work history includes positions related to community and sports organizations such as The Guidant John Rose Oval and Roseville Cedarholm Golf Course. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment approach and offers discretionary and non-discretionary services across a variety of portfolio strategies.

Laura Chinander is a CFP®-certified financial advisor with three years of industry experience. She currently works at CX Institutional, LLC and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers thematic and specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Craig Johnson is a financial advisor with ON Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years. Outside of his advisory role, Johnson serves on the board of the Minnesota Valley Country Club. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors using both discretionary and non-discretionary investment approaches.

Joshua Decker is a CFP®-designated financial advisor with 26 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, Advanced Advisor Group, and Educators Financial Services. He owns EDUCATORS LIFETIME SOLUTION, a business unrelated to investment advisory. Great Valley Advisor Group is a multi-team SEC-registered 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Ryan Quade is a financial advisor at Van Clemens Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles in various firms spanning financial services, real estate, insurance, and mortgage industries. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Lisa Greely is a financial advisor at Berger Financial Group with 27 years of industry experience. She holds a Series 63 designation and has worked at Berger Financial Group since 2021. Prior to this, she was with Purshe Kaplan Sterling Investments and Independent Financial Group. Outside of her advisory role, she owns and operates A&G Tax Services, LLC, a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Kurt Mazur is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds a Series 66 designation and has worked at Shamrock Wealth Management since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, providing advisors with multiple portfolio implementation options and back-office support.

Brenda Aslyn is a financial advisor at Osaic Institutions, Inc. with 25 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has worked at Wells Fargo Bank, Wells Fargo Clearing, Realty Group, and Securities America prior to joining Osaic Institutions. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Creative Planning since 2019, following eight years at The Johnston Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.