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. She has been with the firm since 2018 and previously worked at Dock 6 Pottery and Grad Staff. 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 uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory services 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® and holds a Series 65 license with three years of industry experience. She is currently with Boulay Wealth and previously worked at MRK Financial Solutions and served at the University of Missouri. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with oversight from Investment Selection and Strategy committees and integrates advisory, tax/accounting, and insurance services through affiliated firms.

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 holds a Series 65 license with 12 years of industry experience. He has worked at Boulay Wealth since 2026 and previously practiced 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. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting.

Kyle Swan is a CFP® and ChFC® with 12 years of experience at Mutual of Omaha Investor Services, Inc. He serves as Director of Planning at Clarity Financial and is also an insurance agent licensed in life, accident, health, variable life, and variable annuity products. Outside of finance, he performs as a freelance percussionist with various arts organizations. 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 platform relationships with Envestnet and Pershing, serving a broad range of clients including non-HNW and high-net-worth individuals.

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 industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at Silker & Schmitt LLC and Raymond James Financial Services. JNBA Financial Advisors is a fee-only, SEC-registered adviser managing roughly $2 billion in discretionary assets, serving a range of clients from individuals to family offices. The firm employs a multi-asset approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, incorporating both fundamental and technical analysis alongside AI-supported processes.

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.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked in various financial institutions including Fidelity Investments and Wells Fargo. Mathison is currently affiliated with Associated Bank, N.A. as well. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Kenneth Edwards is a financial advisor with Focus Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience and has worked with Focus Financial Network, Inc. since 2002. Edwards is also a partner in Edwards & Osmonson, LLC, which provides tax and accounting services. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers managed account services, financial planning, and retirement plan consulting with a personalized investment approach tailored to clients’ Investor Profiles.

Joseph Bloodgood is a CFP® with 17 years of industry experience, currently serving as an advisor at Boulay Wealth in Eden Prairie, MN. His prior work includes roles at Boulay Financial Advisors, ValMark Advisers, Inc., and Bfa Holdings, LLC. He is also involved as a manager in Boulay Insurance Solutions, a fixed insurance business. Boulay Wealth is a multi-advisor firm providing wealth management services to individuals, corporate retirement plans, and charitable institutions. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, with a structure that integrates accounting, insurance, and legal services through formal affiliations.

Erika Wood is a CFP® professional with 18 years of industry experience, currently serving at Balefire, LLC. She has held roles at firms including Purshe Kaplan Sterling Investments and Principal Financial Group. In addition to her advisory work, Wood coaches a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in regulatory assets.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at JNBA since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for three years and also spent two years at the Minneapolis Club. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a range of strategies and incorporating AI tools alongside human review.

Ximena Silva Avila is a CFP®-certified financial advisor at Perennial Financial Services with six years of industry experience. Her prior roles include positions at LPL Financial and Edward Jones, as well as consulting work at O'Rourke Strategic Consulting. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual, trust, pension, and corporate clients. The firm employs a range of portfolio strategies tailored to client goals and incorporates new technology, including AI tools, to enhance portfolio analysis and client services.

Korey Koob is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Momentum Independent Network Inc., U.S. Bancorp Investments, Wells Fargo Bank, and TCF Bank. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by leading asset managers.

Andrew Koskie is a financial advisor with Avantax Planning Partners, Inc. in Saint Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Cetera Wealth Services, CRI Securities, and Securian Financial Services. Outside of finance, he owns a landscaping and lawn mowing business. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives, serving individuals, pension and profit-sharing plans, charitable organizations, and businesses.