Derek Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2014 and Mutual of Omaha Insurance since 2013. Outside of his advisory role, he is a basketball instructor, an online seller of sports trading cards and collector shoes, and serves on several nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team and the Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, access to third-party money managers, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and utilizes Pershing as custodian, delivering managed solutions alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

David Zack is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has held roles at Cetera and Zack Financial Consulting, Inc. He serves on the board of the New Prague Area Community Center. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Kelli Hill is a CFP® and Series 66-licensed financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. Prior to joining Fifth Third, she worked at Parr McKnight Wealth Management Group and Wells Fargo Clearing Services, and she has a law license in Minnesota. Hill also serves as an adjunct professor at the University of Minnesota’s Carlson School of Management, teaching a taxation of fiduciaries course, and holds board roles including with The Pfister Foundation and the Minneapolis Golf Club finance committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with shared resources and oversight.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN. He holds a Series 65 designation and has been with Boulay Wealth since 2025. Prior to joining Boulay Wealth, he spent time working in educational roles at the University of Minnesota, North High School, and St. Peter Catholic School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Jared Hillman is a financial advisor with Simplicity Wealth in Minneapolis, MN, holding a Series 65 designation and 12 years of industry experience. He previously worked at Sawtooth Asset Management for 10 years and was affiliated with Simplicity Solution from 2021 to 2024. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios and offers advisory services combined with technology and operational support for other advisers.

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

Michael Binstock is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Client One Securities, LLC, Cambridge Investment Research Advisors, Inc., and Broker Dealer Financial Services Corp. Binstock serves as Director of the Minneapolis Area for the F3E Foundation for Financial Education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning and ongoing asset management using a mix of fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Mary Bauman is a financial advisor at Boulay Wealth with two years of industry experience. She holds the Series 65 designation and previously worked for Midwest Pension & Profit Sharing Services for seven years. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, integrating advisory, tax, and insurance services through affiliated entities.

David Benson is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo in various advisory and clearing roles. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios that employ tactical asset allocation across mutual funds, ETFs, and alternative investments, while integrating insurance distribution and annuity servicing into its advisory services.

Lawrence Becker is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. He has been with JNBA Financial Advisors since 2007. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services including retirement plan consulting, family office services, and business consulting for professional athletes, using a team-based approach and various investment strategies.

Christina Ulsby is a CFP® with six years of industry experience, currently serving as a financial advisor at Boulay Wealth since 2018. Prior to joining Boulay, she worked at Dock 6 Pottery from 2016 to 2018. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by its integration with affiliated accounting and insurance firms.

Calli Glass is a Series 65-licensed financial advisor with Boulay Wealth in Eden Prairie, MN. She has been with Boulay Financial Advisors, LLC since 2025 and has prior experience outside the industry, including roles at Resmed and New Energy Equity. Calli graduated from George Washington University in 2025. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax, and insurance services through affiliated firms.

Anika Lunde is a CFP® with two years of industry experience, currently serving as a financial advisor at Boulay Wealth. She previously worked at MRK Financial Solutions and has experience in education from the University of Missouri and Lakeville North High School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering both discretionary and non-discretionary management alongside comprehensive financial planning and retirement-plan consulting.

David Zevnik is a financial advisor at Harbour Investments, Inc. in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Clearstep Financial and Breakaway Academy as well as work as an independent contractor. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services tailored to each advisor's approach.

Kerry Edwards is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Edwards serves as the president of the Saint Mary’s University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, emphasizing tailored solutions and a combination of internal and external portfolio management.

Blake Faust is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Boulay Wealth and has previously worked at Abbey Street, Wipfli Financial Advisors, and Hewins Financial Advisors. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by operational integration with affiliated accounting and insurance firms.

Kyle Swan is a CFP® and ChFC® with 12 years of experience in the financial industry. He has been with Mutual of Omaha Investor Services, Inc. since 2014. Outside of his advisory role, he is a freelance percussionist performing with various arts organizations and serves as Director of Planning at Clarity Financial. 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 primarily through platform relationships with Envestnet and Pershing.

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.

Noel Silker is a CFP® professional with 15 years of experience in the financial services industry. He has worked at JNBA Financial Advisors, LLC since 2020 and previously held roles at Silker & Schmitt LLC, Raymond James Financial Services, and Hab Wealth Management, LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension plans, trusts, estates, and family offices. The firm uses a multi-asset investment approach involving equities, fixed income, mutual funds, ETFs, and covered-call strategies, and incorporates both fundamental and technical analysis alongside AI tools with human oversight.

Ellen Horan is a CFP® with 10 years of industry experience, currently serving as an advisor at Boulay Wealth. She previously worked at Valmark Securities, Inc. from 2016 to 2019 and has been affiliated with Boulay Financial Advisors and Boulay, PLLP since 2012. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated entities.