Amy Leuma is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and having 15 years of industry experience. Her prior roles include positions at Morgan Stanley, Wells Fargo, and Ameriprise Financial Services. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, managing both discretionary and non-discretionary accounts.

Christopher Crubaugh is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, having previously worked at Northwestern Mutual Wealth Management Company and Brian Eder. Crubaugh is a partial owner of several investment-related LLCs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Roland Garland is a financial advisor at Berger Financial Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Management, Inc. Outside of his advisory role, he serves on the Board of Directors for Mendakota Country Club, focusing on golf course improvements. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering comprehensive wealth management and financial planning services. The firm employs proprietary, long-term investment strategies managed through an Investment Committee and offers discretionary portfolio management with periodic client reviews.

Christopher Wagner is a CFP® with 12 years of industry experience, currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior career includes roles at Kestra Financial Inc., SNS Financial Group, LLC, Vector Wealth Management, and Navpoint Financial, Inc. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a client-customized investment process supported by its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Graham Acheson is a CFA® charterholder with over 14 years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at EQ by Equiniti and Wells Fargo. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach supported by firm-constructed models and integrates multidisciplinary planning through its Private Client Services model.

Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. 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, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Tyler Ellegard is a CFA® charterholder with nine years of industry experience. He is currently with Gradient Investments, LLC and previously worked at U.S. Bancorp Investments, Inc. from 2016 to 2018. He also spent six years with Crossfit SISU. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Sharon Calhoun is a CFP® and ChFC® with 12 years of experience in the financial advisory industry. She is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management in various capacities. Outside of her advisory work, she serves as an emergency medical technician (EMT). Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting with a focus on customized investment policies and specialized strategies such as option overlays and hedging.

Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked for Focus Financial Network and Royal Alliance Associates for 20 years. He serves as a board member and treasurer for his local townhome association. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation monitored by a weekly investment committee and offers specialized services including multi-generational wealth planning and captive insurance company account management.

Carl Arrell is a CFP® and CFA® with 21 years of industry experience, currently serving as a financial advisor at Focus Financial. He has worked with Focus Financial Network, Inc. since 2012 and Royal Alliance Associates from 2012 to 2023. In addition to his advisory role, Arrell provides tax consulting and owns Wealthful, LLC. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering tailored portfolio management and a wide range of investment strategies.

Cassandra Brose is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2020, following positions at Westside Financial Services, LLC and Rita Wilczek, Inc. Outside of her advisory role, she is an independent insurance agent focusing on accident, health, and life insurance. 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 develop customized strategies and offers model-based solutions through a subscription platform.

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Tate Chalmers is a CFP® credentialed advisor with four years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes roles at Northwestern Mutual Wealth Management Company and White Bear Yacht Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, implementing portfolios through a combination of third-party managers, proprietary models, and technology-driven operational support.

Luke Berge is a CFP® professional affiliated with Thrivent Advisor Network, LLC, with four years of industry experience. His background includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Baylor University. Berge also holds a position as an insurance producer involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s approach includes constructing diversified portfolios using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Nathan Woessner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2018. Prior to this, he worked at Haskell's Inc. for eight years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach through model portfolios and integrates multidisciplinary planning services across tax, estate, and risk disciplines.

Dylan Seubert is a CFP® with 16 years of industry experience and is currently a financial advisor at NorthRock Partners, LLC. His prior roles include positions at City National Bank, RBC Capital Markets, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a provider of sexual assault services and prevention education. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, the use of Independent Managers, private market allocations, and AI-supported portfolio management.

Charles Thalheimer is a CFP® professional with 20 years of experience in financial advisory. He has worked at NorthRock Partners since 2019 and previously spent 10 years at Ameriprise Financial Services. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners delivers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools while maintaining human oversight.

Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 24 years of industry experience. His prior experience includes 15 years at Ameriprise Financial Services, Inc. Outside of advising, he serves as a trustee for a family trust and owns several rental property businesses. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, providing managed accounts, financial planning, and consulting services. The firm emphasizes personalized investment strategies aligned with client profiles and coordination with other professionals for estate and tax planning.

James Trebisovsky is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Larson Financial Group, he worked for eight years with the West St Paul School District 197. 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 combines strategic and tactical investment approaches, employs a variety of management programs, and uses AI-assisted tools alongside human review to support research and client services.

Jacob Mathews is a CFP® certified financial advisor with two years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has held several advisory roles since 2023. His background includes work with multiple teams within the firm and prior experience at Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, including proprietary models and third-party managers, and integrates technology and operational outsourcing into its service delivery.