Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a mix of fundamental and technical analysis supplemented by AI tools.

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.

Elvis Ndahibeshe is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Bank of America, Merrill, and U.S. Bancorp Investments. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of December 2025.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 credential with four years of industry experience. He previously worked at Black Line Group for three years and Wipfli LLP for four years. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis in constructing portfolios and offers specialized family office services and business consulting, including work with professional athletes.

Kelli Buraglio is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Burns Brothers Financial. In addition to her advisory role, Buraglio is involved in tax planning and preparation through Burns Brothers Financial Group. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside third-party sub-advisors and advisor-directed portfolios.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining JNBA in 2023, he worked at BNY Mellon from 2019 to 2023 and has a background that includes positions outside finance, such as at Ruth's Chris Steakhouse and the University of Central Florida. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, covered-call strategies, and incorporates AI tools alongside fundamental and technical analysis.

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.

Thomas Pesch is a financial advisor with Avantax Planning Partners, Inc. in Eden Prairie, MN, holding 12 years of industry experience. He previously worked for Honkamp Krueger Financial Services for 10 years and has been with Olsen Thielen Co since 2008, where he also serves as an accountant advising businesses on accounting, auditing, and taxation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies and centralized trading through a network of CPA firms and registered advisor representatives.

Polly Hamm is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Mission Wealth Management, LP and was previously with Brown Wealth Management, LLC. Polly is also co-owner of Right at Home, a business providing in-home care and assistance. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm emphasizes customized, long-term strategies using a range of investment vehicles and offers services such as tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Ryan Damhof is a financial advisor at Great Valley Advisor Group, LLC with a Series 65 credential and six years of industry experience. His prior work includes roles at Sandahl & Damhof, Sauber Legal Services, Messerli Kramer, and Erickson & Wessman. Great Valley Advisor Group is a 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 through a large advisor network, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Clare Schmokel is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 63 and Series 65 credentials and three years of industry experience. She has worked with Clarity Financial and Mutual of Omaha Investor Services since 2022 and previously held roles at Charlies On Prior and Minnesota State University. In addition to her advisory work, she is licensed as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager solutions, and managed account programs. The firm primarily delivers managed solutions through a platform relationship with Envestnet, using Pershing as custodian, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Rex Kohl is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at LPL Financial, LLC for 19 years and has been with Financial Resource Management Group, Inc. for over 26 years. Outside of finance, he owns KLR Farms, where he raises sweet corn sold locally, and Kohl Development, operating a business called Piggy Back Ladder Rack. M HOLDINGS SECURITIES, Inc. serves a diverse clientele, including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services through a nationwide network. The firm combines portfolio management and third-party sub-advisors with various investment programs and platform support to address client needs.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Valmark Securities, Inc. for four years. Schneeman serves as a volunteer board member for the University of Marquette Alumni Association's Minnesota Chapter and as a member of the Finance Committee for the Nativity School Advisory Council in St. Paul, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated services including tax preparation and insurance through affiliated entities.

Jacob Wolkowitz is a CFA® charterholder with 14 years of industry experience. He has worked at Accredited Investors Wealth Management since 2011. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm employs a mean-reversion investment approach and offers clients access to a range of private investment strategies alongside traditional portfolios.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Christopher Geist is a financial advisor at Simplicity Wealth with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Financial & Tax Architects, Inc. and First Income Advisors. Geist is also involved as a licensed independent insurance agent, managing consultants and recruiting advisors at First Income Advisors. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform with a focus on model portfolios and third-party manager due diligence.

Corinne Bedford is a CFP® and holds a Series 65 license, with 13 years of experience in the financial advisory industry. She has worked at Brighton Jones LLC since 2019 and previously spent eight years at Bell Investment Advisors, Inc. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model focused on whole-balance-sheet planning and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Chad Carlson is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Valmark Securities, Inc. from 2015 to 2019 and has been associated with Boulay Financial Advisors since 2001 and Boulay, P.L.L.P. from 2000 to 2021. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated entities.