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.

Matthew Cosgriff is a CFP® professional with 12 years of experience in financial advising. He is currently with Apella Wealth and has previously worked at Creative Planning, SageView Advisory Group, KDV Wealth Management, and All Star Financial. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach incorporating factor-based equity strategies and fixed-income considerations, and it offers a variety of solutions such as separately managed accounts, held-away portfolio advice, and automated advisory services.

Andrew Rineck is a financial advisor with Alera Investment Advisors, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Cambridge Investment Research and its affiliates. Outside of his advisory work, he serves as a captain and firefighter for the City of River Falls and works as a tax preparer. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term investment approach using a combination of internal management, affiliate platforms, and independent managers, serving both retail investors and plan sponsors.

Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She has worked at Dakota Wealth since 2023 and previously spent 19 years at Stillwater Investment Management, LLC. Amy holds a Series 65 designation. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management and investment services through customized, primarily long-term portfolios that incorporate mutual funds, ETFs, individual equities, fixed income, and alternative investments, with an emphasis on ongoing oversight and due diligence.

Brian Limborg is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at EFS Advisors and Advanced Advisor Group, LLC. Outside of his advisory work, Limborg is involved in managing several family-owned businesses, including a cafe and a resort, and serves as president of the Sigma Nu Holding Association and vice president of the Little Whitefish Lake Association. 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 and financial planning, emphasizing individualized portfolio construction through a combination of in-house strategies and third-party platforms.

Jodi Gibson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc. Outside of her advisory work, she 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 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.

Osni Ferreira Filho is a financial advisor with Eversource Wealth Advisors, LLC, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Since 2022, he has consulted on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm offers multiple investment platforms and emphasizes investor profiling and values-based strategies, including a private markets platform and stewardship planning.

Eric Bratvold is a financial advisor at Dakota Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stillwater Investment Management, LLC for 15 years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm employs a diversified, customized portfolio approach with a combination of fundamental, technical, cyclical, and charting analysis, and manages a range of investment products including mutual funds, ETFs, private funds, and registered investment companies.

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.

Dawn Walker is a financial advisor at Creative Financial Designs, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at cfd Investments, Inc. since 2017 and previously at LPL Financial, LLC from 2008 to 2017. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed approaches, including a suite of Biblical Responsible Investing options.

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 with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also a silent partner in an assisted living investment property in River Falls, Wisconsin. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with selected third-party independent managers, employing both active and passive strategies across public and private asset classes.

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 at Kestra Advisory with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Ameriprise, Northwestern Mutual Investment Services, and YogaFit. Outside of advising, she works as a tax assistant at River Birch Tax LLC, providing support for tax preparation activities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary services and a range of solutions such as plan design, employee education, and pooled plan arrangements.

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.

Kurt Haugen is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Landmark Wealth Management Group and Purshe Kaplan Sterling Investments. Haugen also serves as an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across various asset classes.

Teresa Lockbaum is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and Thrivent Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.