Frank Rezack is a financial advisor with BFC PLANNING, Inc. in Rosemount, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2012. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies with an emphasis on client-specific fee structures and operational practices.

David Sloan is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing eight years of industry experience. He has worked at Geneos Wealth Management and Sonnenfeld Financial, and currently operates Sloan Financial Solutions LLC. Outside of advising, he is an independent representative for fixed insurance sales and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, managing over $5.5 billion in client assets as of the end of 2024.

Alexandra Joas is a financial advisor at Curi Capital, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Piper Sandler & Co., RBC Wealth Management, and Curi RMB Capital. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary strategies, third-party managers, and private funds.

Holly Lindstrom is a financial advisor with ON Investment Management Company and holds a Series 65 credential. She has experience as a CPA, operating her own tax preparation business, Holly Lindstrom CPA LLC, since 2019. Prior to joining ON Investment Management Company in 2026, she worked in various CPA roles from 2015 through 2023. ON Investment Management Company is a SEC-registered advisory firm offering financial planning, portfolio management, and retirement-plan services to individuals, families, trusts, charitable organizations, and businesses. The firm provides access to a range of third-party investment programs and serves clients through a mix of discretionary and non-discretionary accounts.

Laura Basballe is a financial advisor with Focus Financial Network, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Focus Financial Network since 1997 and also has a background with Royal Alliance Associates and JEC Miller Inc. In addition to her advisory work, she owns The Basballe Group, Inc., which provides tax preparation, tax planning, and accounting services. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored through individualized investor profiles.

Dylan Aeikens is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Focus Financial Network since 2017 and previously held roles at Royal Alliance Associates and HD Vest. Outside of his advisory work, he owns WEP Inc., an S-Corp established for his financial planning practice. 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.

Michael Bilotta is a ChFC® credentialed financial advisor with 12 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2017 and previously worked at the same firm from 1997 to 2016. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s offerings include retirement plan consulting, family office services, and business consulting for professional athletes, employing a team-based approach and utilizing a range of investment strategies and third-party platforms.

Courtney Swayze is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 designation with four years of industry experience. Prior to joining JNBA Financial Advisors in 2021, Swayze worked at Coleman & Associates and Lost Larson, and has experience in entrepreneurial ventures including ownership of The Sweet Retreat Cupcake Boutique. 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 specialized services such as family office support and business consulting for professional athletes, utilizing a team-based approach and a variety of investment strategies.

Marquesen Ryan is a Series 66-registered financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. Prior to joining JNBA Financial Advisors, Ryan worked at Professional Planning Group and held positions in various industries including education and hospitality. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, integrating fundamental and technical analysis alongside AI tools within a formal oversight framework.

Kristi Remus is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at La Salle St. Securities, Inc. since 1998 and is also associated with Bridgewater BANK. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary asset management.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. 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, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Karly Wakely is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently an advisor at The Mather Group, LLC, having joined in 2025. Her prior roles include positions at Fisher Investments and Marks Group Wealth Management. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates third-party AI tools under human oversight.

Daniel Hunt is a financial advisor with Redhawk Wealth Advisors, Inc. in Minneapolis, MN, holding a Series 65 credential and 18 years of industry experience. He has been with Redhawk Wealth Advisors since 2008. Outside of his advisory role, Mr. Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and use of third-party signal providers for certain strategies.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC in Edina, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at LPL Financial and various divisions of Northwestern Mutual from 2010 through 2022. 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 and financial planning, employing a mix of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves 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 combines advisory, tax/accounting, and insurance services through affiliated entities.

David Wohlwend is a financial advisor at Simplicity Wealth with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. outside of Simplicity Wealth. He is also involved as a partner in a non-investment related business, Wohlwend 7, LLC. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

Chad Bester is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo Advisors. Outside of financial services, he is involved as an investor in several restaurants and businesses, and serves as vice chair of the investment committee at Hamline University, where he participates in discussions on socially responsible investing and endowment management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through a range of programmatic advisory offerings and utilizes tactical asset allocation within model portfolios that include mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Sean Smith is a CFA® charterholder with 15 years of industry experience. He has worked at Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management services to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee, offering diversified portfolios that include ETFs, mutual funds, separately managed accounts, and private investment funds.