Brandon Rud is a financial advisor with Stephens, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Tigress Financial Partners and a long tenure in education with Annoka-Hennepin Public Schools. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm combines broker-dealer and investment banking activities alongside advisory services and emphasizes tailored portfolio programs with committee-based oversight.

Joseph Altman is a financial advisor with AlphaStar Capital Management in Hudson, WI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advising, he is an agent with Principal Preservation Services, LLC, where he dedicates time to insurance-related activities. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies using strategic asset allocation combined with quantitative and momentum analysis, and offers a range of portfolio management and consulting services.

Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Christopher Swanson is a CFP® with 26 years of industry experience. He currently serves with Great Valley Advisor Group, LLC and has held roles at Summit Investment Advisory Services, Inc. and LPL Financial. Outside of financial services, he is involved as an owner and strategic manager of Dunn Bros. Coffee. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jodi Gibson is a financial advisor at Great Valley Advisor Group, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Cetera Advisor Networks LLC, Voya Financial Advisors, Inc, and Bridge Investment Group Ltd. Outside of her advisory work, Gibson is involved in direct sales with Plexus Worldwide. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Osni Ferreira Filho is a CFP® professional with seven years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2022. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. Since 2019, he has worked as an independent insurance agent and, beginning in 2022, has provided consulting services on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and sub-advisory support, employing multiple investment programs and combining firm model portfolios with third-party strategist models and values-based portfolios.

Shelby Ferstl is a CFP® professional with seven years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Stephanie Birenbaum is a financial advisor at Diversify Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc and OSAIC. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and ERISA fiduciary requirements where applicable.

Rexford Cattanach is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Sequent Planning, LLC and First Income Advisors since 2020, and previously with Gradient Advisors, LLC from 2017 to 2020. Cattanach is also president of Keats Group, LLC, a wealth management and financial planning firm, and participates in the Stillwater Rotary Club, a nonprofit community service organization. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios to implement client strategies, and offers alternative and private investment options alongside a web-based platform for independent advisers.

Bradley Palmersheim is a financial advisor at CreativeOne Wealth, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Mill City Credit Union, and Cetera Advisor Networks. Palmersheim provides financial education to employees across various sectors through the Association of Financial Educators. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

Joel Feldkamp is a financial advisor at Packerland Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Packerland Brokerage Services since 2010. Outside of his advisory role, he is involved in insurance sales through Feldkamp Financial Services & Insurance, focusing on life, health, fixed and indexed annuities, long-term care, disability, and property and casualty insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various account management options, including discretionary and non-discretionary approaches, and manages over $900 million in client assets.

Rachel McDonough is a CFP® professional with 22 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. Prior to joining EverSource, she spent seven years with Ameriprise Financial Services, Inc. Ms. McDonough is involved in several advisory roles related to impact and values-based investing, including consulting through her firm Wealthfluence, LLC, and serving on advisory boards focused on impact measurement and social causes. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers a range of investment programs and values-based portfolio options informed by a Judeo-Christian framework, and it provides specialized services to other RIAs and nonstandard institutional clients.

Bjorn Nesvold is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Landmark Wealth Management Group, and Thrivent Financial. Outside of his advisory role, he serves on the advisory board of Windstrip LLC, a company that develops combined vertical wind turbine and solar energy units for telecom towers in remote locations, and is a board member of Operation HELP, a nonprofit providing financial assistance and community support in St. Croix County. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing proprietary due diligence and allocates primarily through third-party independent managers, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

William Ryder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Transamerica entities since 2014. Outside of advising, he co-manages a small residential rental business with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple advice programs, utilizing proprietary software and oversight from Morningstar Investment Management to provide asset allocation and retirement guidance. The firm operates at scale with over 300 advisors and emphasizes managed portfolios and non-discretionary recommendations rather than standalone financial planning.

Ethan Anderson is a financial advisor with Eagle Strategies (NY Life) based in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been associated with Veritas Financial Strategies, LLC since 2019 and has worked with Eagle Strategies and New York Life-affiliated entities since 2015. Outside of his advisory role, he is a member of the Hudson Daybreak Rotary and is the owner of Landry’s Smile, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

John Levi is a financial advisor at Beacon Pointe Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Beacon Pointe Insurance Services. He is a silent partner in an assisted living investment property through River Falls QOZB, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Adam Laberda is a CFP® with 12 years of industry experience, currently affiliated with The Huntington Investment Company. His career includes roles at Ameriprise and Allianz Life Financial Services among others. In addition to his advisory work, he operates a carpet cleaning business through Life in Place LLC. The Huntington Investment Company serves individuals, charitable organizations, and corporations with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture model that incorporates third-party managers and proprietary Private Bank strategies.

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and bringing 36 years of industry experience. His background includes long-term roles at Crown Capital Securities LP and his own businesses, including farming since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services with a notable focus on non-discretionary client-directed account management.

Marietta Payne is a financial advisor with Kestra Advisory in Hudson, WI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Ameriprise and Northwestern Mutual Investment Services, as well as involvement with YogaFit. She also works as a tax assistant at River Birch Tax LLC, supporting tax preparers with document management. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, supporting a broad selection of investment platforms and serving large institutional investors.

Benjamin Ingram is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 designation. He has two years of industry experience and previously worked at Landmark Wealth Management Group, Cunningham Restaurant Group, Nvent Electric, Redpath & Company, and Room & Board. Ingram is also involved with Lake Elmo Inn, Inc., where he has been active since 2014. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private assets.