Jeremy Smalley is a financial advisor at Principal Advised Services with 21 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2007. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and comprehensive supervision.

Paul Christopher is a CFP® professional with 13 years of experience in financial advising. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of advising, he participates in client education and professional training related to long-term care insurance referrals. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with customized, long-term focused investment advisory services. The firm offers discretionary and non-discretionary portfolio management using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm, since 2015. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, offers both discretionary and non-discretionary portfolio management, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment strategies.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Morgan Smick is a financial advisor at Gradient Securities, LLC with two years of industry experience. He holds the Series 66 designation and has prior work history at Bremer Bank and Bethel University. Outside of finance, he has experience working at Fareway Meat & Grocery and Fairmont Area Schools. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a business model notable for its use of third-party managers and multiple affiliated entities.

John Bussey is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. Outside of his advisory role, he has been involved with several nonprofit organizations, including the InnerCity Tennis Foundation and the Lifetime Foundation. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, incorporating fundamental, technical, and quantitative analysis across a diversified range of investments.

Martin Binn is a financial advisor at Hilltop Securities Inc. in St. Paul, MN, holding Series 63, 65, and 66 licenses with eight years of industry experience. Prior to joining Hilltop Securities in 2019, he worked at TCF Bank from 2017 to 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm employs an open-architecture platform featuring third-party and firm-sponsored investment strategies, combined with custody, banking, and market-making capabilities.

Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. His background also includes four years at the University of St. Thomas. NorthRock Partners is a full-service wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, and it offers a range of financial planning and personal office services.

Andrew Ostlund is a CFP® professional with 19 years of experience in the financial industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019, following prior roles including a position at Ascensus. Ostlund holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory and asset management services, financial and estate planning, and business succession consulting, using a combination of discretionary and non-discretionary approaches supported by multidisciplinary planning and a strategic asset allocation framework.

Robert Koch is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. He has 11 years of industry experience and is also an equity shareholder at Olsen Thielen & Co., a full-service CPA firm where he has worked since 1996. His role at the CPA firm involves primarily audit and tax compliance work. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading.

Richard Hornung Jr. is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Focus Financial and Osaic since 2000. Outside of his advisory work, he volunteers as an assistant coach for youth hockey programs. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, 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.

Theodore Contag is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His career includes roles at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc., among others. He serves on the boards of Fresh Energy, an environmental nonprofit, and the Steen Family Foundation, a private charitable organization. He is also an owner and vice president of Ernst & Andrew, LLC, a holding company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations, emphasizing customized, long-term asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm operates as part of the broader Thrivent group, offering integrated investment and insurance product options while maintaining oversight through third-party custodians.

Elliot Risbrudt is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining NorthRock Partners in 2019, he worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as a voting board member of the Risbrudt/Eian Charitable Trust, his family's foundation. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, offering services that include financial planning, portfolio management, tax preparation, and bill pay.

Jeffrey Ramsey is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for 17 years and Lifetime Financial Advisors for 19 years. Choreo provides investment and advisory services to a diverse client base that includes 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.

Max Birkinbine is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ausdal since 2017. Outside of his advisory role, he is involved in consulting for business owners on cost-saving measures and operates a wealth management firm providing investment advice and CFO services on a consultative basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of portfolio strategies across multiple custodians.

Catherine Peters is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Gradient Advisors and affiliated firms since 2014. Peters also serves as Chief Compliance Officer at Gradient Advisors. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that combines fundamental, technical, and cyclical portfolio analysis.

John Ladick is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Associated Investment Services, Inc. and previously worked at LPL Financial, Cambridge Investment Research Advisors, and Woodbury Financial. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm uses model portfolios and separately managed accounts from third-party providers and its affiliate Kellogg Asset Management, delivering services mainly through the Envestnet/NFS platform.

Matthew Steiger is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Dakota Wealth, LLC and previously worked at Columbia Management Investment Advisers, LLC and Stillwater Investment Management, LLC. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with customized wealth management and investment services. The firm focuses on primarily long-term portfolios built with mutual funds, ETFs, individual securities, and alternative investments, and is notable for its active management of private funds and its role as a sub-adviser to a registered ETF.