David Moser is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a customized investment process overseen by an Investment Committee and provides services including independent manager recommendations and specialized strategies for concentrated positions.

Benjamin Cline is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at UnitedHealthcare and Optum. In addition to his financial advisory work, Cline owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering investment advisory and financial planning services. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory and both fundamental and technical analysis, with access to a wide range of third-party managers and an in-house Growth Opportunities model.

Brian Eder is a CFP® and ChFC® with 20 years of industry experience. He is currently with OnePoint BFG Wealth Partners and previously spent 20 years at Northwestern Mutual in various capacities. Eder is the president and founder of Birdies 4 Brains, a nonprofit organization. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach utilizing a combination of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Jeremy Smalley is a financial advisor at Principal Advised Services with 21 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2007. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and comprehensive supervision.

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.

Paul Christopher is a CFP® professional with 13 years of experience in financial advising. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of advising, he participates in client education and professional training related to long-term care insurance referrals. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with customized, long-term focused investment advisory services. The firm offers discretionary and non-discretionary portfolio management using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

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.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with CliftonLarsonAllen since 2015 and serves as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by an Investment Committee and integrates advisory services with multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment 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.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Morgan Smick is a financial advisor at Gradient Securities, LLC with two years of industry experience. He holds the Series 66 designation and has prior work history at Bremer Bank and Bethel University. Outside of finance, he has experience working at Fareway Meat & Grocery and Fairmont Area Schools. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a business model notable for its use of third-party managers and multiple affiliated entities.

Brandon Cowan 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 13 years of industry experience, including 12 years with his current firm. 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 client approval required for third-party manager selections.

John Bussey is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. Outside of his advisory role, he has been involved with several nonprofit organizations, including the InnerCity Tennis Foundation and the Lifetime Foundation. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, incorporating fundamental, technical, and quantitative analysis across a diversified range of investments.

Martin Binn is a financial advisor at Hilltop Securities Inc. in St. Paul, MN, holding Series 63, 65, and 66 licenses with eight years of industry experience. Prior to joining Hilltop Securities in 2019, he worked at TCF Bank from 2017 to 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm employs an open-architecture platform featuring third-party and firm-sponsored investment strategies, combined with custody, banking, and market-making capabilities.

Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. He also has experience working at the University of St. Thomas. 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 investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and utilizing AI-supported tools alongside human oversight.

Anita Kalafut is a CFP® professional with 12 years of experience in financial advising. She is currently affiliated with Avantax Planning Partners, Inc. and has previously worked with Cetera Wealth Services, Avantax Investment Services, Summit Wealth Advocates, Paradigm Strategies in Wealth Management, and Financial Strategies Inc. She operates in Coon Rapids, MN, providing investment advice and financial planning services. Avantax Planning Partners, Inc. offers investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation approach overseen by an Investment Advisory Committee and provides discretionary portfolio management with tax-intelligent overlays and centralized trading.

Andrew Ostlund is a CFP® professional with 19 years of experience in the financial industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019, following prior roles including a position at Ascensus. Ostlund holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory and asset management services, financial and estate planning, and business succession consulting, using a combination of discretionary and non-discretionary approaches supported by multidisciplinary planning and a strategic asset allocation framework.

Robert Koch is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. He has 11 years of industry experience and is also an equity shareholder at Olsen Thielen & Co., a full-service CPA firm where he has worked since 1996. His role at the CPA firm involves primarily audit and tax compliance work. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading.