Michael Pohl is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, where he has worked for 10 years. He holds Series 65 and Series 63 licenses and brings nine years of industry experience. 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 using firm-constructed model portfolios and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Joshua Ask is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience with Sentient Wealth Group, EFS Advisors, and Map South Hockey. He has also worked in educational roles at the University of St. Thomas and Farmington High School. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers.

Cheryl Ober is a CFP® with seven years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC in Minneapolis, MN. She previously worked at Torchlight Financial Advisors and Garrett Investment Advisors, LLC. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and conducting regular portfolio reviews.

Evan Chang is a financial advisor with Focus Financial who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Cetera. He also serves as Chief Compliance Officer at Focus Financial Network, overseeing the compliance and supervisory framework for the registered investment adviser. 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, third-party manager access, retirement plan consulting, and financial planning services.

Kenneth Kauth is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Harbour Investments and Lakes and Plains Advisors since 2013. Outside of his advisory role, he operates as an independent insurance agent under Lakes and Plains Advisors, including offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Anna Hupert is a financial advisor at Focus Financial with a Series 66 designation and three years of industry experience. She has previously worked at Osaic Wealth and Land O'Lakes, among other organizations. 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 coordinated estate planning services, supporting both discretionary and non-discretionary management through various investment platforms.

Edward Stober Jr. is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nepsis, Inc. and Choreo, formerly RSM US Wealth Management LLC. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and offers multidisciplinary planning through its Private Client Services model.

Ruth Miller is a financial advisor at Continuum Advisory, LLC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and LPL Financial LLC. In addition to her advisory role, she serves as Compliance Manager at Continuum Advisory, providing supervision and operational support. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm utilizes a range of investment vehicles and offers tailored solutions through a network of independent advisors, managing over $1.4 billion in assets.

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory roles, he is involved in coaching through NextGen Leadership. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a blend of in-house strategies and third-party managers across various platforms.

Bennett Greer is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at MassMutual Central US and First National Bank of Omaha, as well as positions at Creighton University. 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 integrates advisory services with multidisciplinary planning via its Private Client Services model.

Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. 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, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

Keaton Duchow is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN. He holds a Series 65 designation and has been with NorthRock Partners since 2020. Prior to his advisory role, his work experience includes positions in retail and manufacturing sectors. NorthRock Partners provides 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 the use of independent managers, while integrating private market allocations and utilizing AI-supported tools for portfolio monitoring.

Angela Mhiripiri is a financial advisor at Focus Financial with five years of industry experience. She holds a Series 66 designation and has worked at Focus Financial and Royal Alliance, as well as at Syngenta. She is based in Minneapolis, MN. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 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.

Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Principal Financial Services and Principal Life Insurance Company from 2014 to 2019. Outside of his advisory role, he is a partner and advisor in an insurance agency and manages administrative operations for Grey Fox Financial Partners, LLC. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and ERISA plan consulting, employing a mix of passive and active strategies tailored to client objectives.

Elena Dant is a CFP® professional with three years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Minneapolis, MN. She has previously worked at Kestra Financial Inc. and Vector Wealth Management. Outside of finance, she works as a freelance collaborative pianist. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and offers specialized strategies, serving primarily higher-net-worth and institutional clients.

Robert Long Jr. is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.

Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has experience in education, having worked at Liberty University, Southwest Christian High School, and Hopkins School District prior to joining the financial industry. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by formal account reviews and third-party custodians.

Stephen Pascoe is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining Van Clemens Wealth Management, he worked at Country Capital Management Co and related insurance affiliates for eight years. Pascoe is also CEO of Inspire Companies LLC, which includes independent insurance and wealth management operations under the Inspire Financial Services brand. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.