John Cook is a financial advisor at Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 designations with 13 years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance, and Wells Fargo Clearing. 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 investment management program called SimpleInvest. The firm utilizes a combination of third-party tools and proprietary models, serving clients with an operational integration across the Principal Financial Group family.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

Bradley Palmersheim is a financial advisor at CreativeOne Wealth, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Mill City Credit Union, and Cetera Advisor Networks. Palmersheim provides financial education to employees across various sectors through the Association of Financial Educators. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Brittany Danielson is a financial advisor with Gradient Investments, LLC in Arden Hills, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Premier Financial Solutions, LLC and healthcare organizations such as UNC Physicians Network and UNC Rex Healthcare. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Adam Estall is a CFP® professional with nine years of industry experience, currently serving at Gradient Advisors, LLC. He has held roles within Gradient since 2017 and previously worked at Case Central, LLC from 2014 to 2016. Estall also holds a position as Senior Vice President of Product and Strategies at Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Michael Dolezal is a CFP® professional with 20 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has worked at Great Valley Advisor Group, Inc. since 2014, as well as with LPL Financial since 2012. Dolezal is also a half-owner of North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm provides 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.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Joel Feldkamp is a financial advisor with Packerland Brokerage Services, Inc. in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Packerland Brokerage Services since 2010, following roles at LPL Financial and Thrivent Investment Management. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both in-house and third-party investment solutions on the Envestnet platform.

Grace Haverkamp is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Gradient Securities since 2013, including roles at Gradient Wealth Management and Gradient Insurance Brokerage. Outside of advising, she serves as a co-trustee for a family living revocable trust and has held a vice president of marketing position within the insurance sector. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes a non-discretionary model with an investment approach combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Peter Strandt is a financial advisor at Global View Capital Management LLC with Series 66 registration and one year of industry experience. His background includes various roles outside finance, such as operating courier and delivery services, holiday lighting, and cleaning businesses. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

Rachel Sams is a financial advisor at Gradient Securities, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent Financial and Edward Jones. Outside of her advisory role, she serves on the board of Our Hearts Align, a nonprofit focused on pregnancy loss awareness, and participates in several professional networking and community groups in Florida. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and institutional clients. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers while maintaining client approval on investment decisions.

David Spethmann is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial and Prudential Financial. Outside of his advisory role, he is a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models, applying both strategic and tactical investment approaches.

Rachel McDonough is a CFP® professional with 23 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2021. Outside of her advisory role, Ms. McDonough is involved with A-Z Handyman, Inc. in a recordkeeping capacity, owns Wealthfluence, LLC which provides consulting on Faith-Based and ESG investing, and serves on advisory boards for Talanton Impact Fund and the Eagle Strategic Advisory Board, focusing on impact investing and social causes. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm employs a multi-program investment approach with a focus on values-based strategies and operates both as an adviser to outside RIAs and a manager of private pooled investments.

Elizabeth Van Hoever is a CFP® professional with 12 years of experience at Fiduciary Counselling Inc. in St. Paul, MN. She has been with the firm since 1997, contributing to its advisory services for over two decades. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment advisory alongside accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory in managing client portfolios and maintains unique relationships with affiliated trust and investment companies.

Patrick Guerin is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and having nine years of industry experience. He has worked with various Gradient entities since 2011 and serves as President of 45 North Wealth Group, LLC. Additionally, he holds leadership roles at Gradient Life Brokerage, LLC and Gradient Financial Group. 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, employing a largely non-discretionary model that includes risk analysis tools and multiple portfolio analysis methods.

Dawn Walker is a financial advisor at Creative Financial Designs, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at cfd Investments, Inc. since 2017 and previously at LPL Financial, LLC from 2008 to 2017. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed approaches, including a suite of Biblical Responsible Investing options.

Charles Block is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at Northwestern Mutual and LPL Financial. Outside of his advisory work, he coaches 7th grade basketball for the School District of Prescott, WI. 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 a mix of in-house strategies and third-party managers.

Ernesto De La Torre Marin is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. He has been with Gradient Investments since 2019. Prior to his advisory role, he was involved in entrepreneurial ventures including Clear Choice Window Washing, LLC and Summit Interior Care and Restoration, LLC. Gradient Investments, LLC provides discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Jan Barnes is a financial advisor at Larson Financial Group, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. She is currently involved with Larson Wealth Partners in a client services role. 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 uses a combination of model portfolios and custom discretionary programs incorporating strategic and tactical approaches, and it employs AI-assisted tools alongside human review for research and recommendations.

Casey Leanna is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Cannaday Bloom Wealth and Insurance Solutions and AnchorPoint Assurance. Her other business activities include sales and service of various insurance products such as life, annuities, disability, and group health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.