Robert Burns is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Advisory Solutions Group, he worked at CS Planning Corp. and has managed several personal business entities, including serving as president of Pillars of Success LLC, which operates two accounting firms. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to build diversified portfolios and provides turnkey business and back-office services to other registered investment advisory firms.

Jacqueline Fursman is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. She holds a Series 65 designation and has previously worked at Clear Path Financial Services, Foundations Investment Advisors LLC, Clearpath Wealth Advisors, and Lifestyle Financial & Tax Advisors. In addition to her advisory role, she provides Medicare education and enrollment services as an insurance agent. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies, including equities, fixed income, and mutual funds, and serves a range of clients from non-high-net-worth to high-net-worth individuals.

Mitchell Stolba is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2014. Stolba is engaged in multiple investment advisory roles within affiliated entities, including activities as an insurance agent. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

John Stadtmueller is a financial advisor at Realta Investment Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Invest Financial Corp. John joined Realta Investment Advisors and Realta Equities in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs an individualized investment approach using asset allocation across multiple asset classes and offers portfolio management implemented in-house or through third-party managers.

Derrick Avelar is a CFP® professional with 13 years of experience in financial advising. He is currently with Simplicity Wealth and Bluepoint Wealth Management, Inc. His prior experience includes roles at Kingswood Wealth Advisors LLC, Creative Planning, Benchmark Advisory Services, LLC, and Advance Capital Group. Outside of investment advisory, he is involved in insurance sales and serves as an owner and agent in related businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities with ongoing portfolio monitoring, and it provides technology and operational support services for advisers through its managed account platform.

Trevor Nelko is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Focus Financial Network and OSAIC since 1999. Nelko is also the owner of Nelko Financial Services, Inc. Focus Financial Network 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, retirement plan consulting, and financial planning services.

Anya Gage is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds the Series 65 designation and has worked at Vanderbilt Advisory Services since 2019. Outside of her advisory role, she is licensed in Minnesota for health and life insurance and assists with fixed insurance needs analysis. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Jason Clark is a CFP® with 23 years of industry experience, currently with Larson Financial Group, LLC since 2024. He previously worked at Financial Freedom, Inc. for 19 years. Clark refers clients to Wold Financial for term life insurance. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review for its services.

John Layton is a CFP® with 40 years of industry experience, currently serving at Focus Financial Network, Inc. since 1996. He is also the owner of La Fainera Sport Inc and is active as a guitarist in a band. 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, providing a range of investment management and financial planning services.

Paul Giannobile is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Focus Financial Network since 1998 and is also involved with OSAIC and 401 K Solutions, Inc. Outside of his advisory roles, he serves as president of 401K Solutions, Inc., an entity used for business expense and tax planning. 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, retirement plan consulting, and financial planning services.

Cassity Wingenbach is a financial advisor at Prosperity - An EisnerAmper Company with 12 years of industry experience. She holds a Series 66 designation and has worked at Eide Bailly Advisors, United Planners' Financial Services, and other firms. Outside of advising, she served as Chief Operating Officer at Prosperity, contributing to the development and implementation of the firm’s annual business plan. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, managing approximately $5 billion in assets with a multi-team approach. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management often through third-party managers and model portfolios.

Aaron Brandt is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been affiliated with Great Valley Advisor Group, LPL Financial, and Exeter Wealth Management since 2016. 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 with a focus on individualized portfolio construction and oversight, utilizing both in-house and third-party managed strategies.

Aaron Niedorf is a financial advisor with Integrity Advisory Solutions holding a Series 66 designation and 25 years of industry experience. He has worked at several firms, including The Leaders Group Inc and CETERA Advisor Networks LLC. Niedorf also serves as EVP of Sales at IFC National Marketing, managing sales distribution and team operations. Integrity Advisory Solutions serves a broad client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives, utilizing third-party platforms and model portfolios.

Sean Barrett is a financial advisor at Advisornet Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, and Advanced Retirement Resources Inc. Barrett has also been involved with the University of St. Thomas since 2016. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction and both discretionary and non-discretionary management through various investment vehicles and advisory arrangements.

Jon Berg is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Oak Ridge Financial Services Group since 2003. Outside of his advisory role, Jon is also a songwriter and performer, producing music both physically and digitally. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and regular client reviews.

Isabella Armour is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and no prior industry experience. Her background includes roles at General Mills, Cavender-Bares Lab at the University of Minnesota, and running her own business, Isabella Armour LLC. Outside of finance, she teaches and manages a swing dance studio in Saint Paul, MN. 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 planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations.

Lawrence Whipple III is a financial advisor at Summit Trail Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Bank of America and Merrill for a combined ten years. Summit Trail Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm emphasizes a three-step investment process—asset allocation, investment selection, and portfolio construction—using an open-architecture approach across multiple asset classes and outcome objectives.

Sergey Molla is a financial advisor at EverSource Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining EverSource in 2025, he worked as a Senior Logistics Analyst at Target Corporation. He also owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management, and personal finance education. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, charitable foundations, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and a range of support services for independent advisory firms, utilizing multiple investment programs and a combination of firm-managed and third-party strategies.

Scott Rickford is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Rickford has been with Oak Ridge since 2004. Outside of his advisory role, he owns cattle as a completely passive activity unrelated to his investment work. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans with a primarily non-discretionary management approach.

Susan Wieneke is a financial advisor at Simplicity Wealth with 8 years of industry experience. She holds a Series 65 designation and has worked at several firms including Bison Advisors, Truadvice, LLC, and Core Income Advisors. Wieneke is also involved with the Catholic Order of Foresters as an Independent Insurance Agent. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund‑of‑funds investment approach using ETFs, mutual funds, and select individual securities, alongside a managed account platform and technology solutions for other advisers.