Matthew Scherer is a CFP® professional with 21 years of industry experience, currently serving at Level Four Advisory Services. He has worked with Level Four Financial, LLC since 2019 and previously was with LPL Financial from 2014 to 2021. Outside of his advisory work, Scherer is a board member and president of the Hamel Athletic Club, a youth baseball organization in Hamel, MN. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering fee-only financial planning, asset management, and retirement plan advisory services.

Jamie Kaestner is a financial advisor with Saxony Capital Management, LLC in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Smart Money Group, LLC, Plan Group Financial, Inc., and Summit Brokerage Services, Inc. He is also associated with Ironhorse Wealth Management, an investment-related business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model across multiple offices, offering discretionary asset management alongside hourly or flat-fee financial planning, utilizing a wide range of investment methods and third-party managers.

Austin Cumblad is a financial advisor at Riverbridge with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Riverbridge Partners, LLC since 2013 and IMST Distributors, LLC since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and manages various pooled vehicles, including the Riverbridge Growth Fund.

Brad Mcmurray is a CFP® professional with 34 years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He has been associated with Focus Financial Network, Inc. since 1992 and Osaic Wealth since 1997. In addition to his advisory role, he is involved in the sales and service of fixed insurance products. Focus Financial Network, Inc. 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 investment management and financial planning services.

Clare Schmokel is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior experience includes roles at Clarity Financial and Charlies On Prior. Clare is also licensed as an insurance agent, focusing on life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and emphasizes a platform that integrates third-party money managers and model portfolios.

Douglas Ollila is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2016. 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 accounts typically managed on a non-discretionary basis and custody and trade execution conducted through RBC Clearing & Custody.

Joshua Canniff is a financial advisor with Advisornet Wealth Partners and holds CFP® and Series 66 credentials. He has 20 years of industry experience and has worked with Cetera and its affiliated firms since 2012. Canniff is also involved as a financial advisor with Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning. Advisornet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios with equities, fixed income, mutual funds, and ETFs, utilizing both discretionary and non-discretionary management approaches.

Travis Busch is a financial advisor at Balefire, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial, Mutual of Omaha, and Ameriprise Financial Services. Outside of his advisory role, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is a multi-team SEC-registered investment adviser that serves individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with oversight from an Investment Committee and offers discretionary portfolio management, financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client involvement in portfolio decisions and conducts custody and trade execution through RBC Clearing & Custody.

Mark Hennings is a financial advisor at NBC Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to a diverse client base including individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs, discretionary manager selection, and model portfolio management.

Andrew Wixon is a CFP® professional with 16 years of experience in financial advising. He is currently with Berger Financial Group and has previous experience at Gardner Financial Services Inc and Wixon Advisors. Outside of his advisory work, he serves as Director of Finance for Bookstore Movers. Berger Financial Group provides wealth management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm uses proprietary, fundamental analysis-based investment strategies and offers discretionary portfolio management alongside tax and succession planning services.

Amy Wolff is a CFP® with 33 years of experience in financial planning and investment management. She is affiliated with AdvisorNet Wealth Partners and has held various roles since 2002, including positions at Cetera and Collaborative Associates. Wolff is a board member of Daisy Camp, a nonprofit that provides divorce resources and education focused on women, and is involved in entrepreneurial ventures including a fintech company developing tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and related advisory services to a broad client base including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies utilizing equities, fixed income, and other asset classes, and delivers both discretionary and non-discretionary management tailored to client objectives.

William Richardson is a financial advisor at Avior Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sound Income Strategies LLC, Oakwood Capital Advisors, Allianz Life Insurance Company, and other firms. Outside of advisory work, he is involved in fixed insurance sales and manages a branch location that markets investment advisory and fixed insurance services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable entities, and banking institutions, using both long- and short-term strategies with continuous portfolio supervision.

Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Michael Follese is an advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company for 32 years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, he owns and operates Michael Follese Insurance Sales, an independent life and health insurance business. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies, supported by third-party tools and managers, and is noted for its sizable institutional capabilities alongside operational flexibility.

Larissa Pettit Stentz is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oak Ridge since 2008, previously associated with UBS Financial Services and Piper Jaffray Inc. The Oak Ridge Financial Services Group, Inc. 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 through RBC Capital Markets, and conducts most account management on a non-discretionary basis with periodic reviews.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Andrew Harbeck is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked at Riverbridge Partners since 2015 and concurrently at Foreside Fund Services since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, serving multiple institutional clients and utilizing performance-based fee arrangements for qualified investors.

Scott Thiel is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Guardian Resources, Cetera, Advisornet Brokerage, and Northwestern Mutual. Outside of advisory work, he is an insurance agent specializing in fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives.