David Moser is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a customized investment process overseen by an Investment Committee and provides services including independent manager recommendations and specialized strategies for concentrated positions.

Benjamin Cline is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at UnitedHealthcare and Optum. In addition to his financial advisory work, Cline owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering investment advisory and financial planning services. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory and both fundamental and technical analysis, with access to a wide range of third-party managers and an in-house Growth Opportunities model.

Brian Eder is a CFP® and ChFC® with 20 years of industry experience. He is currently with OnePoint BFG Wealth Partners and previously spent 20 years at Northwestern Mutual in various capacities. Eder is the president and founder of Birdies 4 Brains, a nonprofit organization. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach utilizing a combination of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

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.

Jeremy Smalley is a financial advisor at Principal Advised Services with 21 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2007. 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and comprehensive supervision.

Cassity Wingenbach is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. Wingenbach has previously worked at Eide Bailly Advisors and United Planners' Financial Services among other firms. Outside of advising, Wingenbach served for 16 years at Bismarck Gymnastics Academy. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with a focus on asset allocation and diversification, managing approximately $5 billion in client assets.

Paul Christopher is a CFP® professional with 14 years of experience in financial advisory roles. He is currently with Thrivent Advisor Network, LLC and has previously worked at firms including Ameriprise and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he participates in client education meetings related to long-term care insurance referrals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm offers portfolio management and financial planning services, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs alongside other investment options.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with CliftonLarsonAllen since 2015 and serves as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by an Investment Committee and integrates advisory services with multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. 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, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment strategies.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Morgan Smick is a financial advisor at Gradient Securities, LLC with two years of industry experience. He holds the Series 66 designation and has prior work history at Bremer Bank and Bethel University. Outside of finance, he has experience working at Fareway Meat & Grocery and Fairmont Area Schools. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a business model notable for its use of third-party managers and multiple affiliated entities.

John Bussey is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. Outside of his advisory role, he has been involved with several nonprofit organizations, including the InnerCity Tennis Foundation and the Lifetime Foundation. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, incorporating fundamental, technical, and quantitative analysis across a diversified range of investments.

Martin Binn is a financial advisor at Hilltop Securities Inc. in St. Paul, MN, holding Series 63, 65, and 66 licenses with eight years of industry experience. Prior to joining Hilltop Securities in 2019, he worked at TCF Bank from 2017 to 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm employs an open-architecture platform featuring third-party and firm-sponsored investment strategies, combined with custody, banking, and market-making capabilities.

Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. He also has experience working at the University of St. Thomas. NorthRock Partners provides comprehensive 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 periodic rebalancing, incorporating private market allocations and utilizing AI-supported tools alongside human oversight.

Andrew Ostlund is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019, including time at the parent firm CliftonLarsonAllen LLP. His previous roles include positions at Ascensus, Securian Financial Services, Homestead Advisers Corp., and Ameriprise. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, and comprehensive financial planning services. The firm employs a strategic asset allocation approach using model portfolios overseen by an Investment Committee and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Richard Hornung Jr. is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Focus Financial and Osaic since 2000. Outside of his advisory work, he volunteers as an assistant coach for youth hockey programs. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Theodore Contag is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked extensively with Thrivent Investment Management and its affiliated entities since 2002, and is a founding partner and wealth coach at Thrivent Advisor Network DBA Parable Wealth Partners. Outside of advising, he serves on the boards of Fresh Energy, an environmental nonprofit, and the Steen Family Foundation, a private family foundation, and is involved in strategic leadership roles at Ernst & Andrew, LLC and Storyline, LLC. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm emphasizes long-term, diversified portfolios using low-cost funds and various investment options, supported by ongoing account monitoring and advisory oversight.

Elliot Risbrudt is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as a voting board member of his family foundation, the Risbrudt/Eian Charitable Trust. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations where appropriate.

Jeffrey Ramsey is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for 17 years and Lifetime Financial Advisors for 19 years. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.