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.

Jessica Seifert is a financial advisor at JNBA Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brighton Jones LLC and Lockton Companies LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs a multi-asset investment approach incorporating equities, fixed income, mutual funds, ETFs, and covered-call strategies, and supplements its process with AI tools under formal governance.

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.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises 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, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Shelby St Martin is a financial advisor at JNBA Financial Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BlueStem Wealth Partners and in roles outside finance, including positions at Ceramic Industrial Coatings and Rush Creek Golf Club. Shelby also has experience at the University of Nebraska - Lincoln. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm uses a multi-asset investment approach combining equities, fixed income, mutual funds, ETFs, and covered-call strategies, and integrates both fundamental and technical analysis with AI tools and human review.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Dylan Fisher is a financial advisor with CreativeOne Securities, LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Western Lakes Financial and Emery's Lawn Care & Roll-Offs. Outside of financial services, he works as a marketing and SEO specialist for 3 Plains Outdoor Marketing & Design and serves as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.

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.

Christopher Mastley is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2010. JNBA Financial Advisors offers 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 is noted for its team-based family office services and business consulting for clients such as professional athletes, employing a range of investment strategies and ongoing portfolio reviews.

Coleen Connaughton is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 designation and one year of industry experience. She previously held positions at Ameriprise, F.L. Putnam, and several other organizations across various fields. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis, AI tools, and specialized third-party managers.

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.

Stephanie Rossi is a CFP® professional with 27 years of industry experience. She has worked at JNBA Financial Advisors, LLC since 2012 and was previously with JFS Wealth Advisors, LLC from 1997 to 2012. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs multi-asset portfolios with a variety of investment strategies and tools, combining both fundamental and technical analysis, and incorporates AI tools alongside human review in its processes.

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.

Timothy Brown is a CFP® and CFA® with 14 years of experience in financial advising. He began his career at Brown Wealth Management, LLC, which he owned and operated for 23 years before joining Mission Wealth Management, LP. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm utilizes a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios including alternative investments and offering both discretionary and client-directed account arrangements.

Andrew Buccanero is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 65 designation and bringing seven years of industry experience. He has worked at JNBA Financial Advisors since 2019 and previously at Thrivent Asset Management from 2016 to 2019. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, combining fundamental and technical analysis with AI tools and human oversight.

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.

Paul Scoles is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisor Networks, McFee Financial Group, and Wells Fargo Bank. Additionally, he is registered as an independent insurance agent. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using various investment vehicles and combines fundamental and technical analysis with AI tools, offering customized family-office services alongside broader wealth management solutions.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.