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.

Debra Kuper is a CFP® with 38 years of industry experience, currently serving at Focus Financial Network since 1996. She holds Series 63 and Series 65 licenses and operates out of Woodbury, MN. 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.

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.

Luke Ripienski is a financial advisor at Prosperity Capital Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining Prosperity Capital Advisors, he worked at Valor Capital Management, Principal Securities, Inc., and Principal Life Insurance Company. He also serves as a FINRA arbitrator in securities-related disputes. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm uses model-based, asset-allocation strategies with portfolios managed primarily to model targets, incorporating alternatives and structured products through third-party platforms.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

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.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2017 to 2024 and at LPL Financial since 2024. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

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 financial advisor with Thrivent Advisor Network, LLC based in Minneapolis, MN. He holds the CFP® designation and has three years of industry experience. His work history includes positions at Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Berge is also involved in selling and servicing fixed insurance contracts as an insurance producer. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and investment strategies, utilizing a range of investment products and provides ongoing portfolio monitoring and reporting.

Nathan Woessner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the CFP® designation and Series 63 and 65 licenses, and has seven years of industry experience. Prior to joining CliftonLarsonAllen in 2018, he worked at Haskell's Inc. for eight years. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and integrates multidisciplinary planning with services from its parent firm, CliftonLarsonAllen LLP.

Julian Locke is a CFP® and ChFC® professional with 16 years of experience in the financial services industry. He has worked at Edward Jones for 15 years before joining Perennial Financial Services and LPL Financial LLC in 2024. Locke is also involved with Perennial Legacy Insurance Solutions in a non-variable insurance capacity. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, using multiple platform relationships and third-party managers to tailor portfolio solutions.

Dylan Seubert is a CFP® with 16 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2022. His prior experience includes roles at City National Bank, RBC Capital Markets, and Russell Financial Services. Seubert serves on the board of REACH Counseling, a sexual assault service provider, where he contributes to strategic planning and the finance committee. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and utilizes both discretionary and non-discretionary management, including access to alternative and private-market strategies.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked in various financial institutions including Fidelity Investments and Wells Fargo. Mathison is currently affiliated with Associated Bank, N.A. as well. 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 a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Charles Thalheimer is a CFP® professional with 20 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to this, he worked at Ameriprise Financial Services, Inc. for 10 years. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

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.

Erika Wood is a CFP® professional with 18 years of industry experience, currently serving at Balefire, LLC. She has held roles at firms including Purshe Kaplan Sterling Investments and Principal Financial Group. In addition to her advisory work, Wood coaches a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in regulatory assets.

Chad Steeves is a financial advisor at Focus Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Focus Financial since 2008. Steeves also serves as president of SWMG LLC and is a partner in Bergstrom Financial Group LLC, entities involved in financial business operations. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, employing diverse investment strategies and coordinating with clients’ tax and legal advisors.

Brian Thorkelson is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at DAI Securities, AdvisorNet Wealth Management, Cetera Advisor Networks, Triad Advisors, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with about 63 advisors managing roughly $5 billion in assets, emphasizing asset allocation and diversification while utilizing third-party managers and technology platforms.

Anthony Ferrara is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2010. Ferrara is also involved as an owner of AJF Holdings, LLC, which provides financial advisory services through Larson Financial Group. Larson Financial Group offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical investment approaches, and it integrates third-party money managers, AI-assisted tools, and affiliated services that extend into broker-dealer activities, real estate brokerage, private equity, and pension consulting.