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® with 19 years of industry experience, currently serving at Balefire, LLC. Her prior roles include positions at Integrity Alliance, Lion Street Financial, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she has served as an assistant coach for a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser managing approximately $2 billion in assets. The firm provides discretionary asset management and comprehensive financial planning to individuals, retirement plans, trusts, charities, and businesses, employing a core-and-tactical investment approach overseen by an Investment Committee.

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.

Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor with Simplicity Wealth, where he has worked since 2022. His prior experience includes roles at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and it offers a suite of technology and operational services for advisers alongside its managed account platform.

Anya Gage is a Series 65-licensed financial advisor with seven years of industry experience, currently with Vanderbilt Advisory Services in Minneapolis, MN. She has worked at Vanderbilt Advisory Services since 2019 and was previously with Nightingale from 2012 to 2018. Outside of her advisory role, she is a licensed agent assisting with fixed insurance needs and applications and also provides public notary services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of investment management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis to meet varying client objectives.

Aidan Young is a financial advisor at Simplicity Wealth in Bloomington, MN, holding a Series 65 designation with two years at the firm. His prior experience includes roles at Coinbase, Northern Trust Corporation, and Euronext Dublin. Simplicity Wealth serves a diverse client base that includes 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, offering advisory services alongside technology and operational solutions for other advisers.

Gregory Swoverland is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets Corporation. Outside of his advisory work, he serves as a firefighter for the City of Maple Grove. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and retirement-plan services. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside its broad range of financial and risk management services.

Nikolaos Bame is a Series 65-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Bloomington, MN. He has three years of industry experience, including prior roles at Investors Financial Group and Mutual of Omaha Insurance Company. He is the founder of the Public Golf Society, a nonprofit golf league in Minneapolis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning offerings, collaborating with third-party money managers primarily via the Envestnet platform.

Mike Nimmo is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Kinetic Investment Management and Allianz Life, among other firms. Outside of his advisory role, he is the founder of Play It Forward Group, which organizes a charity golf tournament with a portion of proceeds donated to charity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.

Isabella Armour is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and no prior industry experience. Her background includes roles at General Mills, Cavender-Bares Lab at the University of Minnesota, and running her own business, Isabella Armour LLC. Outside of finance, she teaches and manages a swing dance studio in Saint Paul, MN. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations.

Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and 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 mix of fundamental and technical analysis supplemented by AI tools.

Gregory Rieckhoff is a Series 65-licensed advisor at Royal Fund Management, LLC with nine years of industry experience. He has worked at Royal Fund Management since 2017 and has operated Rieckhoff Services, an insurance agency focused on life and annuity products, since 2002. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay for enrolled clients.

Daniel Swenson is a financial advisor at Balefire, LLC with a Series 65 designation and over 15 years of professional experience. Prior to joining Balefire in 2025, he worked at IMEG Consultants and Horizon Virtual, and spent 14 years at CentraCare Health. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Black Line Group and Wipfli LLP. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, and covered-call approaches, integrating fundamental and technical analysis along with AI tools to support investment decisions.

Kelli Buraglio is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Burns Brothers Financial. In addition to her advisory role, Buraglio is involved in tax planning and preparation through Burns Brothers Financial Group. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside third-party sub-advisors and advisor-directed portfolios.

Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.

Bradley Struve is a financial advisor with ON Investment Management Company who holds a Series 63 designation and has 48 years of industry experience. He has worked at The O.N. Equity Sales Company since 1992 and at Aetna Life and Casualty since 1978. Outside of his advisory role, Struve is president and shareholder of Pilot Financial Partners, Inc., where he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and offers access to various third-party investment programs.

Daniel Steichen is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Personal Wealth Partners LLC and LPL Financial, LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside custom solutions.