Joshua Ask is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience with Sentient Wealth Group, EFS Advisors, and Map South Hockey. He has also worked in educational roles at the University of St. Thomas and Farmington High School. 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 management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers.

Matthew Heilmer is a financial advisor at Boulay Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Heilmer has been with Boulay Financial Advisors since 2018. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated firms.

Marie Williams is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes.

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He previously worked at Merus Global Investments for five years and Winthrop Wealth Management for two years. 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 offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting, using multi-asset portfolios with equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis and AI tools.

Windjammer Wealth Advisory provide individuals, couples, and families with highly personalized financial guidance built around their lives, priorities, and aspirations. By bringing together comprehensive financial planning, customized investment management, retirement and tax strategies, and estate and legacy considerations, we help clients see the bigger picture and make thoughtful decisions with confidence. Our approach is personal, proactive, and grounded in a trusted relationship with an experienced advisor who understands where you are today and helps you chart a clear course toward the future you envision. Johannes Fure, CFP®. As a personal wealth advisor, I’m passionate about helping individuals and families make confident, well-informed financial decisions—no matter their stage in life. Whether you're just starting out, building wealth, or preparing for retirement, I believe that everyone deserves a clear plan and a trusted guide. I take the time to understand what matters most to you, so we can chart a financial course that aligns with your goals and values. Helping clients grow, protect, and enjoy their wealth is more than my profession—it’s my calling. Let’s work together to turn your financial possibilities into a well-planned future.

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. 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 specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Bloomington, MN, holding a Series 65 designation with one year of industry experience. Before joining Van Clemens, he worked at Baker Tilly Advisory Group for two years and had brief roles at RSM LLP and WipFli LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm uses a combination of discretionary and non-discretionary portfolio management approaches, incorporates third-party managers, and offers specialized strategies including an in-house Growth Opportunities model focused on micro- and small-cap equities.

Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.

Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Robert Boll is a financial advisor at Van Clemens Wealth Management, LLC in Bloomington, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Van Clemens Wealth Management and Van Clemens Insurance Associates, he worked in various roles at Benchmark Electronics, LaCrosse Financial Planning, and other companies. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios through discretionary and non-discretionary arrangements and uses methods including modern portfolio theory, fundamental and technical analysis, with access to a broad range of third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.

Theodore Kaminski is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Kaminski competes in fishing tournaments through the National Walleye Trail and works as a food taste tester with Food Perspectives, a program that donates to charity. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Thomas Stoltman is a financial advisor with Brookwood Investment Group in Bloomington, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at several firms including Redwood Private Wealth LLC and Regal Investment Advisors. Outside of his advisory role, he is the managing director of Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes investment strategies through a comprehensive assessment process and offers a blend of passive, active, and tactical management, along with access to various alternative investment instruments.

Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.

Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.

Anthony Gruba is a financial advisor at Associated Investment Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes a range of model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he serves as treasurer for Faith Homes and works as a Medicare agent assessing Medicare needs and enrolling clients in plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework, primarily investing through ETFs and mutual funds, and offers both discretionary and non-discretionary management services.