John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.

Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.

Steven Schoeder is a financial advisor at Associated Investment Services, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at United Planners Financial Services, Personal Wealth Partners, LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with assets managed predominantly on a non-discretionary basis.

Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Brian Samec is a CFP® and ChFC® with 25 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various wealth management and investment roles. 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.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Michael Kojonen is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds a Series 65 designation and also owns Principal Wealth Services, LLC, a retirement planning firm, and Principal Preservation Services, LLC, a non-investment related business. Kojonen dedicates significant time to these ventures alongside his advisory role. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers both model and custom investment strategies, employing strategic asset allocation and quantitative analysis, and provides services such as portfolio management, financial planning, and subadvisory support to other registered investment advisers.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

Charles Benziger is a Series 65 licensed financial advisor with 12 years of industry experience. He has been with NorthRock Partners, LLC since 2025, following seven years at Parkside Advisors LLC and five years at Parkside Capital Advisors, LLC. Based in Minneapolis, MN, Benziger’s background includes roles at multiple advisory firms focused on wealth management. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, and it offers a range of financial planning and personal office services including tax preparation and bill pay.

David Heitkamp is a CFP® with 42 years of industry experience, currently serving at Focus Financial since 1995. He is based in Bloomington, MN, and holds the Series 63 designation. Heitkamp is president of The Heitkamp Group Partnership, which manages administrative and business functions related to his financial advisory practice. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, providing a range of managed account services, financial planning, and access to third-party investment managers.

Ian Stelter is a financial advisor with OnePoint BFG Wealth Partners in Minneapolis, MN. He holds a Series 66 designation and has experience working at Northwestern Mutual Investment Services LLC and Brian Eder. Outside of his advisory role, he serves as a youth hockey referee for Minnesota Hockey and occasionally works as a caddie at Oak Ridge Country Club. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary and third-party investment models with formal monitoring and rebalancing processes, managing most client assets on a discretionary basis.

Elizabeth Neyens is an advisor with Integrity Advisory Solutions based in Oakdale, MN, holding a Series 65 designation and having two years of industry experience. She is also the owner and attorney at Neyens Law PLLC, an estate planning law firm she has operated since 2014. Additionally, she is developing a social media app called Circle by Kindred. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks and third-party platforms to deliver tailored investment solutions.

Patricia Keehr is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. She also has experience with a business named Panino's. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

George Yankoupe II is a financial advisor at Gradient Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gradient Securities since 2014. He also serves as a senior case design specialist at Case Central, LLC, a financial planning firm, and owns Fletcher House Financial, which focuses on fixed insurance sales. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management services to a range of clients including individuals, pension and profit-sharing plans, and corporations. The firm integrates advisory and broker-dealer services and routinely uses third-party managers while maintaining a non-discretionary approach to asset management.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

Brandon Ulmer is a Certified Financial Planner® with 10 years of industry experience. He is currently with Gradient Securities, LLC and has previously worked at FPS Financial, Inc., Commonwealth Financial Network, and Cetera Advisor Networks LLC. Outside of his advisory role, he is a Minnesota public notary. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals and various institutional clients. The firm emphasizes third-party manager referrals and limited-scope ERISA plan services while maintaining a mix of advisory and broker-dealer activities.