Raymond Schaper is a financial advisor at Momentum Independent Network Inc. with 42 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Independent Advisors, LLC for 22 years. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through the Hilltop group.

Matthew Delaney is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He currently works at Boulay Wealth and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and offers an integrated advisory, tax, and insurance service model through affiliated firms.

Leif Briel is a Certified Financial Planner® with 15 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various roles from 2011 to 2023. Outside of his advisory work, he has a business entity, Briel Enterprises, LLC, for tax and investment purposes. 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, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jon Melander is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked with Bfa Holdings, LLC since 2022 and has been with Boulay Financial Advisors and related firms since 2015. Melander serves as an advisory board member for the Positive Coaching Alliance of Minnesota, a nonprofit focused on youth and high school sports development. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and is distinct for its integration with an affiliated accounting firm and ownership of an insurance agency.

Morgan Cisneros is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS Financial Services and Robert Baird & Co. Prior to joining New Edge Wealth, he was with NewEdge Securities LLC. Outside of his advisory role, Cisneros is involved in coaching with the Town of Cedarburg Parks & Recreation and participates as a social marketer promoting health and weight loss products. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Taylor Hubert is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 license with two years of industry experience. Prior to joining LaSalle in 2024, he worked at United Health Group from 2021 to 2024 and KPMG LLP from 2015 to 2021. Outside of his advisory role, he is involved in fixed insurance activities with Bridgewater Bank in Minnetonka, MN. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

Tyler Johnson is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Minnesota Wild. Outside of his advisory role, he is also an author involved in publishing. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

John Karpinsky is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including prior roles at Cetera, Cetera Wealth Services, LLC, and Advanced Wealth Management Group, Inc. Outside of his advisory work, he is part owner and guide of Promise Land Outfitters, a hunting guide service. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and allocates to sub-advisors or internal models to meet client objectives.

Joseph Nelson is a CFP® professional with 23 years of experience in the financial services industry. He has been with AdvisorNet Wealth Partners since 2012 and previously worked at Cetera Advisor Networks LLC for six years. He is also involved with Advanced Retirement Resources and participates in a referral arrangement with an online banking service. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using various asset classes and offers both discretionary and non-discretionary management services.

Nicholas Tanner is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Choreo, LLC, RSM US Wealth Management LLC, Cetera Advisors Networks, LLC, and Business & Estate Advisers, Inc. He is based in Delano, MN. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and related services.

Eric Kallal is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 63 license and 13 years of industry experience. He has worked with firms including Cetera and Executive Financial Services, Inc., and is president and owner of ESK Financial. Kallal also sells life, health, disability, annuities, and long-term care insurance. 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 may use sub-advisors or internal model portfolios to meet client objectives.

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Joseph Gossett is a CFA® charterholder with eight years of industry experience. He has worked at NewEdge Wealth and NewEdge Securities LLC since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial services career, he was employed at Entrust DataCard Corporation for two years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools such as AI-assisted analytics.

Chad Olson is a CFP® professional with 18 years of experience in financial planning. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and several other financial and divorce-related firms. Olson is co-owner of Simplify My Divorce, a business providing divorce education through articles and videos, and part owner of Xbrezzo, LLC, which develops automated tools and software for divorce professionals. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management to a wide range of clients.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Matthew Heilmer is a financial advisor at Boulay Wealth with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Boulay Financial Advisors in 2021, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling 14 years in those firms. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach overseen by Investment Selection and Strategy committees, focusing on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated tax and insurance firms.

Taylor Sundeen is a CFP® professional with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His prior roles include positions at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, Great Waters Financial, and his work as a real estate agent at Realty Group, Inc. outside the investment industry. AdvisorNet Wealth Partners serves a diverse client base including individuals, trusts, corporations, and qualified plans, offering investment management, financial planning, and retirement consulting. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and various external and internal managers to meet client objectives.

Bradley Weber is a financial advisor at Aspiriant, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm employs customized investment programs informed by internal Capital Market Expectations and offers a range of investment options including third-party managers, ETFs, and private investments.