Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. Great Valley Advisor Group is an SEC-registered, 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, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

Richard Reid is a financial advisor with Gradient Securities, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Gradient Securities since 2013 and also owns and operates several other businesses, including Scott Reid CPAs, providing tax and accounting services, and Scott & Sarah Investments, a master franchise for high-end graphic printing. Reid is also treasurer of the nonprofit organization World Link Associates. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, emphasizing non-discretionary advice with client approval required for trade execution.

Katie Grage is a financial advisor with Gradient Securities, LLC and holds Series 65 and Series 63 credentials. She has 17 years of industry experience, including prior roles at Gradient Advisors, LLC and as Director of Compliance at RIA Registrar. Outside of advising, she is involved in compliance consulting through her role at RIA Registrar. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and businesses. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis combined with third-party manager relationships.

Patrick Kulzer is a financial advisor at Gradient Securities, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at CRI Securities and Minnesota Life Insurance Company for 24 years, as well as at Cetera and Cetera Advisor Networks. He also owns Growth Consulting, LLC, which provides management consulting services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers to support client portfolios.

Bryon Deiss is a financial advisor with Gradient Securities, LLC, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Cetera. Outside of advising, he is also a musician and vocalist who performs with the Righteous Rock Band at events several times per year. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach and collaborates with multiple third-party managers, offering implementation support and ongoing client reviews.

Randy Birkinbine is a financial advisor with Ausdal Financial Partners, Inc. in White Bear Lake, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is involved in insurance sales and owns B & N Financial, LLC, where he provides financial planning and investment advisory services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory and brokerage services including insurance products.

David Matthews is a CFP® with 21 years of experience, currently serving as a Senior Financial Advisor at Focus Financial and OSAIC since 2014. He provides financial planning and operational support to clients of David Beissler. Outside of his advisory role, Matthews is president of Appaloosa Consulting Inc., an S-Corp established for tax purposes. 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 with a range of investment and financial planning services.

Steven Nelson is a financial advisor with Principal Advised Services in Maplewood, MN, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing Services and Coyote Logistics. He has been with Principal Financial Services and affiliated entities since 2021. 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 proprietary models and third-party methodologies and operates within the Principal Financial Group family, which provides access to a range of affiliated financial products and services.

Christopher Swanson is a CFP® with 26 years of industry experience. He currently serves with Great Valley Advisor Group, LLC and has held roles at Summit Investment Advisory Services, Inc. and LPL Financial. Outside of financial services, he is involved as an owner and strategic manager of Dunn Bros. Coffee. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Brian Limborg is a CFP® professional at Great Valley Advisor Group, LLC with 17 years of industry experience. He has worked with EFS Advisors and Advanced Advisor Group, LLC since 2009. Outside of advising, he is involved in local community activities, including serving as President of the Sigma Nu Holding Association and co-owning several businesses in Stillwater, MN, such as the Little Whitefish Cafe and Little Whitefish Resort, which he operates with his spouse. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized portfolio construction using both in-house strategies and third-party managers, and provides financial planning and retirement consulting through various platforms.

Anthony Gruba is a financial advisor with Associated Investment Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and he was involved with Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm uses a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis.

Tate Hullett is a financial advisor at AlphaStar Capital Management with a Series 65 designation. He has been in the industry for one year and has previously worked at PPS Wealth, Principal Preservation Services, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and offers ERISA-related plan services.

David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Oak Ridge in 2019. Outside of his advisory role, he serves as Treasurer for two nonprofit organizations focused on community support and environmental preservation. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial analysis and uses a defined due-diligence process when recommending third-party managers, with most accounts managed on a non-discretionary basis.

Alexander Chan is a financial advisor with Avantax Planning Partners, Inc. based in Saint Paul, MN, holding a Series 66 credential and over 20 years of industry experience. His career includes prior roles at Cetera-affiliated firms, H-Beck, CRI Securities, and Securian Financial Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

Frank Rezack is a financial advisor with BFC PLANNING, Inc. in Rosemount, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2012. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies with an emphasis on client-specific fee structures and operational practices.

Liddy Achter is a financial advisor at Fiduciary Counselling Inc. with 20 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc. for eight years before joining her current firm in 2020. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering both discretionary and non-discretionary investment advisory services alongside accounting, tax, estate planning, and administrative support. The firm utilizes written investment policy statements and model portfolios based on asset allocation and capital market assumptions, and it maintains unique relationships with affiliated trust and investment management companies.

Ryan Dillon is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Secured Retirement Advisors and Allianz Life Financial Services and spent 17 years with Pro Links Sports. Dillon is also involved with Fundamental Wealth Designs, LLC, an insurance sales business focused on life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a large network of affiliated advisers.

Michael Englund is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Outside of finance, he serves as a fireman with the Hudson Fire Department. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jodi Gibson is a financial advisor at Great Valley Advisor Group, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Cetera Advisor Networks LLC, Voya Financial Advisors, Inc, and Bridge Investment Group Ltd. Outside of her advisory work, Gibson is involved in direct sales with Plexus Worldwide. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Andrew Lang is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 2010. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm uses written investment policy statements and model portfolios based on asset allocation and capital market assumptions, integrating modern portfolio theory with a mix of registered and private investment vehicles.