Cody Schaefer is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fortress Financial Group, LLC, where he has worked since 2021. His prior experience includes roles at Mayo Clinic, Gabriel Christenson, and Northwestern Mutual. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Ryan Backus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Rochester, MN, holding a Series 66 designation and 13 years of industry experience. He has been with LaSalle St. Investment Advisors, Bullpen Wealth Advisors, and LaSalle St Securities LLC since 2013. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers a range of non-discretionary and discretionary investment programs, combining asset-allocation models with diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options.

Eric Alleckson is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked for RSM US Wealth Management LLC for 15 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, 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.

Graham Fisher is a financial advisor at Choreo, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Choreo, he worked at RSM US LLP from 2021 to 2024. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, 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.

Jonathan Dobson is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Insight Advisory Group and Bankers Life. Outside of advisory work, he is also an agent focusing on life and health insurance as well as fixed and indexed annuities. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, trusts, and charitable organizations. The firm manages over $1.1 billion in assets and employs an open-architecture investment platform utilizing both fundamental and technical analysis.

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.

Evin Lantz is a financial advisor with First Heartland Consultants, Inc. in Rochester, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at First Heartland Capital Inc. since 2015. Outside of his advisory role, Lantz assists with a family-owned event center and serves on the board of a condominium association. First Heartland Consultants 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, asset management, and third-party asset management solutions through a network of independent advisers.

Scott Sorenson is a Series 66-licensed financial advisor with First Heartland Consultants, Inc., where he has worked since 2015. He has 14 years of industry experience and is also owner of TUB MD LLC, a bath and shower repair business. Additionally, Sorenson is an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm delivers discretionary portfolio management through independent representatives using various analytical methods and offers a range of programs including personalized asset management, third-party management, and self-directed brokerage accounts.

Noah Kuhlman is a financial advisor at Larson Financial Group, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Larson Financial Securities, LLC and Larson Financial Group, LLC for the past 10 years. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing both strategic and tactical approaches, and offers services including defined benefit and defined contribution consulting for plan sponsors.

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.

Dennis Mcmillin is a financial advisor at Osaic Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at American Portfolios for 17 years. Outside of his advisory work, he performs as a trombonist with Rochester Civic Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.