Todd Morris is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Capital Advisory Group, LLC, and United Planners Financial Services. Outside of advisory work, he has been involved in tax preparation services and operated a land flipping business for several years. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, using both in-house strategies and third-party platforms to tailor portfolio construction and monitoring.

Mark Chamoun is an investment advisor representative with Thrivent Advisor Network, LLC, holding a Series 66 designation and one year of industry experience. He has been with Thrivent Advisor Network, LLC and Thrivent Investment Management since 2025. Prior to his advisory role, he attended Creighton University from 2021 to 2025. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside other investment options, and offers access to independent managers and model portfolios.

Jay Higgins is a CFP® with 12 years of industry experience, currently serving as a client relationship manager and principal at Riverbridge Partners, LLC. He has been with Riverbridge since 2005 and is also a registered representative of IMST Distributors, LLC. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process focused on sound management and conservative accounting, and it offers a range of services including sub-advisory mandates and management of pooled investment vehicles.

Shawn Jacobson is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked at NorthRock Partners since 2017 and previously spent 15 years at Legacy Financial Advisors Corporation. Shawn maintains a current Minnesota insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored, holistic investment approach focusing on broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and employing AI tools to support tax-aware investing and portfolio monitoring.

Andrew Walker is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. He has held roles at multiple firms including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves on the board of Trail Life, a faith-based nonprofit youth organization, and is involved with experiential learning in asset management as a professional director for Bethel University’s Student Investment Fund. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s approach includes constructing diversified, long-term portfolios using low-cost mutual funds and ETFs as well as other investment vehicles, with ongoing portfolio management and access to independent managers.

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

Craig Keisling is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. He has been with Associated Investment Services and Associated Bank since 2026 and 2025, respectively. 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 offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating on a predominately non-discretionary basis.

Alexis Perron is an advisor at Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses, with experience at LPL Financial since 2026 and prior roles at Salo, a Korn Ferry Company, and Ameriprise Financial Services. Perron is based in Woodbury, MN. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers tailored portfolio construction and oversight through a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Brody Johnson is a CFP® professional with four years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked within CliftonLarsonAllen LLP and at the University of Minnesota-Duluth. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, utilizing a strategic asset allocation approach supported by in-house model portfolios and third-party managed products.

Peter Holupchinski is a CFP® and CFA® with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2013. The firm 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. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios utilizing both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Keith Berg is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, along with positions at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Outside of his advisory work, he serves as treasurer of a homeowners association and holds a leadership role in an LLC supporting his advisory firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Peter Sellwood is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, Wells Fargo, and Bremer Bank. Outside of his financial career, he is involved with Irish Creek Productions as a writer. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory and asset management services, combining RIA fiduciary responsibilities with broker-dealer and insurance activities. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Michael Nesheim is a CFP® certificant with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has held prior roles at Kestra Financial Inc., Vector Wealth Management, SNS Financial Group, Ballast Advisors, and Ameriprise Financial. Nesheim is a managing member of Wayzata Advisors LLC, an entity that manages office lease and operating expenses. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s customized investment process incorporates mutual funds, ETFs, individual securities, derivatives, and independent managers, and includes specialized strategies such as option overlays and hedging for concentrated positions.

Madeline Schalig is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Avila Wealth and Nichols Creek Wealth Partners. Harbour Investments serves a broad range of clients including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple execution pathways, employing varied investment approaches tailored by individual advisors and approved third-party managers.

Trevor Schmitz is a CFP® and Series 65-registered advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has four years of industry experience, including roles at Nuveen Investments prior to joining CliftonLarsonAllen in 2021. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios incorporating mutual funds and ETFs, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals across its parent organization.

Gregory Betlach is a CFP® and ChFC® with 19 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 12 years at Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

Jason Morrall is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Parametric, Huntington Private Bank, Citigroup, and BMO Capital Markets Corp. NorthRock Partners provides 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 emphasizing broad asset allocation, diversification, and periodic rebalancing, frequently utilizing Independent Managers and integrating private market allocations alongside AI-supported portfolio management tools.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

John Hanselman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Kingsview Wealth Management, LLC and has previously worked at Wells Fargo Clearing, Woodbury Financial Services, and Morgan Stanley Dw Inc. Outside of financial advisory work, he owns and operates E&E Foods, an edible and beverage manufacturing business. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.