Travis Buck is a CFP® professional with 26 years of industry experience, currently serving at Kusske Financial, Inc. in Burnsville, MN. His prior experience includes roles at Gallagher Fiduciary Advisors LLC, Triad Advisors, and National Planning Corporation. Outside of his advisory work, he owns and operates Buck Financial Consulting and KB Accounting & Tax, providing services unrelated to investment management. Kusske Financial, Inc. is a small, state-registered advisory firm offering personalized financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning services rather than discretionary investment management, with clients maintaining custody and decision-making authority.

Luann Neuman is a financial advisor with Kusske Financial, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at OSAIC, Triad Advisors, Independent Financial Group, and National Planning Corporation. Outside of advising, she also serves as a notary, notarizing documents for clients. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, offering detailed written plans and ongoing reviews while clients retain control over their investment decisions.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with RIA Advisory Group since 2014 and also leads Stier Law Offices, where he provides legal advice on estate planning and other matters. His dual background includes nearly three decades in legal practice alongside his advisory role. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, and trusts. The firm offers discretionary portfolio management using a variety of investment types and employs an investment process that incorporates charting, fundamental, and technical analysis.

Benjamin Fox is a financial advisor with Scarecrow Advisors, LLC who holds a Series 65 designation and has 10 years of industry experience. He has worked at Scarecrow Advisors since 2020 and previously at Strategic Income Advisors and as an insurance agent. In addition to his advisory role, Mr. Fox serves as Vice President of Scarecrow Trading Inc., a business that provides trading signals to registered investment advisers and representatives. Scarecrow Advisors, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary investment supervisory services. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both strategic and tactical asset allocation to align portfolios with client goals and risk tolerance.

Thomas Jensen is a Series 65 licensed advisor at Kusske Financial, Inc. with two years of industry experience. His work history includes positions at Southview Country Club, Petros Family Wealth, and Bethel University. Outside of his financial career, he has been involved with Wear Out the Net for seven years. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, offering services such as cash-flow and tax planning, retirement and estate reviews, and education-funding advice.

Maxwell Fox is a financial advisor with Scarecrow Advisors, LLC, holding a Series 65 designation and two years of industry experience. He also serves as a project manager for Scarecrow Trading, LLC, where he oversees marketing and data sourcing projects. Scarecrow Advisors, LLC provides discretionary investment supervisory services to individual and institutional clients, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to align portfolios with client goals and risk tolerances. The firm manages approximately $74 million in discretionary assets and employs a variety of trading strategies as appropriate.

Bryan Halicki is a financial advisor at Aspire Capital Advisors LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Aspire Capital Advisors, he worked at multiple firms, including Securities America Advisors and Highland Capital Brokerage. Outside of his advisory role, he participates in Toastmasters to develop public speaking skills. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach focused on fundamental analysis and low-cost mutual funds and ETFs, while also using independent managers and conducting regular portfolio reviews.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Adam Johnson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds the Series 65 designation and has been affiliated with National Agents Alliance since 2013. Outside of his advisory role, he oversees and manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

David Zack is a CFP® professional with 28 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has prior experience at Cetera and Cetera Wealth Services, LLC. He is the president and owner of Zack Financial Consulting, Inc. Outside of his advisory work, he serves as a board member of the New Prague Area Community Center. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management across a range of fee arrangements.

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.

Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

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.

Kevin Paulus is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various roles spanning more than a decade. Paulus manages and supervises investment advice for retirement plan participants and bank clients at Principal Advised Services and Principal Bank. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models within the Principal Financial Group family to deliver its services.

Curtis James is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bear Market Financial Services, LLC, Jacobs Financial Services, Financial Independence Group, Inc, and The Revolution FMO, LLC. Outside of his role at Impact Partnership Wealth, he serves as president of Bear Market Financial Services, where he meets with clients to discuss their needs and retirement goals. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

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.

Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.

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.