Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Benjamin Schmidling is a financial advisor with AlphaStar Capital Management in Woodbury, MN. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Principal Wealth Services, LLC, All Star Financial, and Financial Planning and Information Services. AlphaStar Capital Management serves individual clients, corporate and business clients, and retirement plans. The firm offers discretionary investment management, financial planning, participant account management for 401(k) and pension plans, and subadvisory services, employing a range of investment strategies and third-party technologies.

Leann Davies is a financial advisor at Choreo, LLC in Minneapolis, MN, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC from 2015 to 2022 before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Karl Knuths is a financial advisor with Focus Financial Network, holding a Series 66 credential and with 10 years of industry experience. He has previously worked at TD Ameritrade and Thrivent Financial. Outside of his advisory role, he is an owner of a family-owned agricultural LLC in Iowa, though he is not involved in its daily operations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and planning services, emphasizing coordination with other professionals for estate planning and related legal or tax matters.

Steven Neutzling is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently works at CliftonLarsonAllen Wealth Advisors, LLC, where he has been since 2017, following prior roles including a position at Lyft. 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 through model portfolios and third-party programs, integrating multidisciplinary planning resources from its parent company, CliftonLarsonAllen LLP.

Thomas Walsh is a CFP® professional with nine years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He is part of a firm with a long-standing presence since 1990 and a team of 18 advisors. Fiduciary Counselling Inc. provides investment advisory services to individuals, trusts, charitable organizations, corporations, and related family entities, offering both discretionary and non-discretionary portfolio management alongside accounting, tax, estate planning, and administrative services. The firm utilizes modern portfolio theory and a combination of registered and private investment vehicles, supported by integrated trust company services and subadvisory relationships.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. CliftonLarsonAllen Wealth Advisors, LLC 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. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

Kyle Molin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Investment Management, Thrivent Financial for Lutherans, and Purshe Kaplan Sterling Investments. Outside of his advisory role, Molin serves as treasurer and board member for the Mount Westonka Girls Hockey Booster Board. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s long-term investment approach emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, with ongoing client account monitoring and a range of implementation options.

Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. 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. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Michael Ross is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 66 and Series 63 registrations and bringing 41 years of industry experience. He has been with Van Clemens & Co., Inc. since 2002 and transitioned to Van Clemens Wealth Management in 2026. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of wealth levels. The firm customizes portfolios based on clients’ objectives and risk tolerance, utilizing modern portfolio theory, third-party managers, and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

James Donnelly is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Donnelly has been with Focus Financial Network and OSAIC since 2006. Outside of his advisory role, he serves as Vice-President for Membership of the Midland Toastmasters Club and is a member of his church’s musical ministry committee. He also serves as a trustee for a family trust and is an alumni board member of Hill-Murray School, where he participates in a Financial Fitness committee. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Drew Sonnenberg is a financial advisor at O.N. Investment Management Company with Series 65 credentials and less than one year of industry experience. His background includes roles in the financial services sector as well as various positions related to hospitality and recreation. O.N. Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes a dual-registration model combining advisory and broker-dealer activities.

Gary Livingston is a financial advisor with ON Investment Management CO in Eagan, MN, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with The O.N. Equity Sales Company and Fortis Investors, Inc. since the mid-1990s. Outside of his advisory role, he serves on the Economic Advisory Board for the City of Oakdale, providing guidance on economic growth issues. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes both discretionary and non-discretionary management approaches and is notable for its dual-registration model combining advisory and broker-dealer activities.

Elizabeth Thayer is a CFP® with 24 years of industry experience, currently serving as a wealth advisor at Thrivent Advisor Network, LLC. Her career includes prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments, reflecting long-term involvement in financial advisory services. She is also a partner in an LLC that manages administrative expenses for her advisory business. Thrivent Advisor Network serves a diverse client base, including individuals, families, and institutions, managing approximately $6.8 billion in assets. The firm offers customized portfolio management and financial planning with an emphasis on diversified, low-cost investment strategies and uses both internal and external investment management resources.

Curtis James is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bear Market Financial Services, LLC, Jacobs Financial Services, Financial Independence Group, Inc, and The Revolution FMO, LLC. Outside of his role at Impact Partnership Wealth, he serves as president of Bear Market Financial Services, where he meets with clients to discuss their needs and retirement goals. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

James Mertz is a CFP® with 44 years of experience in the financial industry. He is currently a financial advisor at Focus Financial Network and OSAIC, having previously worked at LPL Financial and SII Investments, Inc. Outside of his advisory role, he owns Mertz Wealth Strategies, a business focused on income tax preparation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Wei Qiao is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. Prior to joining Van Clemens in 2024, he held roles at Bank of America and Merrill from 2019 to 2024, and at Thrivent Financial from 2012 to 2018. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of net worth levels. The firm customizes portfolios through both discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Paula Reynolds is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including BrightPath Financial, Regulus Advisors, Questar Capital Corporation, and Strategic Asset Preservation. Outside of her financial career, Reynolds is an ordained minister who officiates wedding ceremonies occasionally and volunteers actively with the Woodbury Days Council and Eagle Brook Church. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are regularly monitored and rebalanced, and offers technology and operational services to other advisers through its managed account platform.