Joseph Vesey is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company for eight years and Chicago Title Insurance Company for two years. Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers a range of services including portfolio management, retirement planning, pension consulting, and specialized 1031 real estate exchange consulting, using a strategic asset allocation framework and ongoing portfolio monitoring.

Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Berger Financial Group, Seagate, Safe Management, and American Income Life. Michael Traxler Wealth Management, LLC serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset and annuity management along with financial planning, using documented client goals and risk tolerance to guide investment decisions.

Krista Ketelsen is a financial advisor at Navpoint Financial, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Navpoint Financial since 2003. Krista also serves as the firm's Vice President, Chief Compliance Officer, and Corporate Secretary. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm offers discretionary investment management, comprehensive financial planning, and special-project consulting using a holistic, total-portfolio approach that emphasizes cost- and tax-efficiency.

David Martell is a financial advisor with Navpoint Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Navpoint Financial since 1998 and serves as the firm's President and CEO. Outside of his advisory role, Martell is a member of the Planning Commission for the City of Credit River, where he advises on land use policies. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach incorporating employer benefits and concentrated positions, using a range of strategies and adjusting portfolios based on market and client needs.

Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with RIA Advisory Group since 2014 and Tripoint Advisory Group, LLC since 2016. In addition to his work in financial advisory, he manages Stier Law Offices, where he advises clients on estate planning and other legal matters. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis, and typically operates on a discretionary basis.

Christina Clemons is a financial advisor at MissionSquare Retirement with 15 years of industry experience. She holds a Series 66 designation and has worked at ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Gregory Rieckhoff is a Series 65-licensed advisor at Royal Fund Management, LLC with nine years of industry experience. He has worked at Royal Fund Management since 2017 and has operated Rieckhoff Services, an insurance agency focused on life and annuity products, since 2002. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay for enrolled clients.

Kelli Buraglio is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Burns Brothers Financial. In addition to her advisory role, Buraglio is involved in tax planning and preparation through Burns Brothers Financial Group. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside third-party sub-advisors and advisor-directed portfolios.

David Tillou is a financial advisor at AlphaStar Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2017. He also operates Tillou Financial Group, where he is involved in the sale of fixed insurance products. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model portfolios and custom strategies driven by quantitative analysis and third-party research.

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.

Mark Reichow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Advisers' Pride, Inc. and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

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.

Laura Basballe is a financial advisor with Focus Financial Network, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Focus Financial Network since 1997 and also has a background with Royal Alliance Associates and JEC Miller Inc. In addition to her advisory work, she owns The Basballe Group, Inc., which provides tax preparation, tax planning, and accounting services. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored through individualized investor profiles.

Karly Wakely is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently an advisor at The Mather Group, LLC, having joined in 2025. Her prior roles include positions at Fisher Investments and Marks Group Wealth Management. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates third-party AI tools under human oversight.

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.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

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.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.