Terry Nelson is a CFP® and ChFC® with 45 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2010 and also maintains a long-term association with Olmsted Financial Group dating back to 1991. In addition to his advisory roles, he is a partner of CTG LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment process with continuous account monitoring and discretionary trading authority, providing both customized portfolios and access to third-party money managers.

Christopher Klein is a financial advisor at The Fiduciary Alliance with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of advisory work, Klein is involved in professional pilot services through FlexJet, LLC and Klein Aviation Services, LLC, and volunteers in website design for Henle Prep Workbooks. The Fiduciary Alliance provides investment management and comprehensive financial planning for individuals, retirement plans, and other advisers. The firm builds individualized investment policies and supervises accounts using a variety of analytical methods, and it offers ERISA 3(21) nondiscretionary services to plan sponsors alongside discretionary portfolio management.

Nicholas Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. His prior work includes roles at Regal Investment Advisors, Western States Bank, and Pantheryx. In addition to his advisory work, he is a licensed life insurance agent for Midland National Life Insurance Company. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation and quantitative analysis, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Kari Brown is a financial advisor at Geneos Wealth Management, Inc. with 27 years of industry experience. She holds a Series 66 designation and has worked at Geneos since 2004, alongside prior experience at Advisors Group and Inspired Retirement Planning. Outside of her advisory role, she is a notary public and provides registered assistant support as well as occasional babysitting and housesitting services. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a variety of investment strategies including discretionary advisory supervision, tactical asset allocation, and customized or model-based portfolios, managing over $5.5 billion in client assets as of December 31, 2024.

William Blackburn is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 designations. His prior work history includes roles at Principal Securities Inc., Wells Fargo Clearing Services, and Cardinal Advisors, among others. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and uses third-party portfolio construction technology.

Thomas Kunkel is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Virtue Capital Management since 2018 and has held roles at Horter Investment Management, Cornerstone Financial Advisors, and Capital Financial Services. Outside of his advisory role, he serves as President of Cornerstone Financial Advisors, LLC, where he is involved in insurance and annuity sales. Virtue Capital Management, LLC is a registered investment adviser serving individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans. The firm employs a multi-team model with customized portfolios and offers a combination of tactical, strategic, and dynamic investment approaches alongside due diligence on third-party managers and comprehensive client support.

Logan Ramer is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds a Series 65 credential and has worked at AlphaStar since 2020. In addition to his advisory role, he serves as a general agent selling insurance products related to retirement plans through his own firm, Ramer Retirement Resources, and Midland National. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm utilizes both model and custom portfolio strategies that combine strategic asset allocation with quantitative and momentum-based analysis, and provides services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Scott Davis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He has held positions with LaSalle St Securities, LLC since 2013, Bullpen Trading LLC since 2009, Wells Fargo Clearing in 2008–2009, and A. G. Edwards & Sons, Inc. from 2004 to 2008. He holds a Series 66 designation. Outside of his advisory role, Davis is involved with Bullpen Trading LLC as a commodity broker. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, employs a variety of asset-allocation models, and supervises third-party managers with a notable emphasis on managing a predominance of non-discretionary assets.

Linda Winkelman is a financial advisor at Choreo, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and U.S. Bancorp Investments. Linda is based in Rochester, MN. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Peter Moeschler is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at Honkamp Krueger Financial Services for six years before joining Mariner Wealth Advisors in 2021. He serves as a board member of the Rochester Golf and Country Club. Mariner provides a broad range of investment management and financial planning services to individuals, institutions, and organizations, combining in-house research with third-party management and offering integrated tax and CFO services alongside traditional portfolio management.

Morgan Krakowski is a financial advisor with Primerica Advisors and holds a Series 66 designation. Morgan has experience working with Park Avenue Securities and Guardian Life Insurance Company. Prior to his current roles, he was associated with Hegland Mainz Financial and has an educational background connected to Gustavus Adolphus College. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Perry Diede is a CFP® with 35 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at IFC National Marketing and Proequities, Inc., alongside operating his own advisory business under Catalyst Financial Strategies, LLC. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Benjamin Trenary is a Series 66 credentialed advisor at United Planners Financial Services of America, with one year of industry experience. His prior work includes roles at the City of Duluth, Oak Summit Golf Course, Full Circle Financial, and Marcus Theatres. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm supports its independent advisors through a mix of custodians, third-party managers, and platform programs, with a distinctive limited-partnership ownership structure.

Szablis Klee is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the Series 66 designation. He has 25 years of industry experience and has worked with firms including ProEquities, Inc and ID/Legal Shield. Outside of his advisory role, he is a partner and instructor at Southeast Scuba Escape, a retail scuba diving center in Rochester, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers both advisory and brokerage services with a range of custodians and third-party money managers.

Tami Fields is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 17 years of industry experience and has worked at firms including Catalyst Financial Strategies, Diede Financial Planning, Full Circle Financial, and Proequities Inc. In addition to her advisory role, she is a notary public in Kasson, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of independent advisors.

Michael Steward is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. He has held leadership roles outside of finance, including serving as president of Capalton Corporation, a consulting firm, and general manager of DCL Technologies Inc., an LCD display manufacturer. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm operates through independent Investment Adviser Representatives and delivers advisory and brokerage services using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Colin Duncan is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has experience working at Carlson Capital Management, Minnesota State - Mankato, Mayo Clinic, and the Mandell Family. His experience in the industry began in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Anderson is a CFP® professional with 18 years of industry experience. He is currently affiliated with Commonwealth Financial Network and NorthStar Financial Partners. His prior experience includes roles at Raymond James Financial Services and Think Financial Planning. Anderson is the owner of PCM Financial Services, LLC, a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, along with operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Christopher Mckern is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 26 years of industry experience, including roles at Northstar Financial Partners, LLC and Pratt Kutzke and Associates, LLC. Outside of advisory work, he is an enrolled agent providing tax advice and preparation services to farming and business clients through MFG, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

James Hegland is a financial advisor with Primerica Advisors in Rochester, MN, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2014. Outside of his advisory work, he holds the title of Knight Grand Cross in the Equestrian Order of the Holy Sepulchre of Jerusalem. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions such as securities-based lending and donor-advised funds.