Elijah Miller is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors and affiliated firms since 2016, as well as prior roles at The Hartford and Securian Financial Services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Robert Anderson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Great Valley Advisor Group, he worked at Centurion Financial Strategies and has additional experience as an insurance agent. Anderson also serves as president of a non-investment-related S-Corp, Andara Inc. 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 combination of in-house strategies and third-party managers across various platforms.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving at NorthRock Partners, LLC. She has been with NorthRock and its related entities since 2013 and previously worked at Purshe Kaplan Sterling Investments. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

Patrick Carotenuto is a CFP® and holds a Series 63 license with seven years of industry experience. He is currently with Fiduciary Counselling Inc., where he has worked since 2025. His prior experience includes roles at Carlson Family Office, UBS Financial Services, and The Vanguard Group. Fiduciary Counselling Inc. offers investment advisory, accounting, tax, trust, estate planning, and administration services to a diverse client base. The firm employs model portfolios based on asset allocation and capital market assumptions, managing both discretionary and non-discretionary assets across registered and unregistered funds, ETFs, private investments, and digital assets.

Todd Knutsen is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Gradient Securities since 2013 and also operates Knutsen Financial Group, PLLC, which provides accounting services. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer functions, frequently utilizes third-party managers, and manages a substantial amount of assets on a non-discretionary basis.

Robert Kramer is a ChFC® credentialed financial advisor with 38 years of industry experience. He currently serves at Prosperity Capital Advisors and previously worked at Sigma Planning Corporation and Sigma Financial Corporation. Outside of advising, Mr. Kramer is a published book author, a board member of a local parks foundation, a freelance writer on non-financial topics, and competes in disc golf tournaments. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a range of model suites and third-party sub-advisors.

David Hawley is a financial advisor at Mutual Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Innovative Planning Group, LPL Financial, and Stoneford Partners. Outside of advising, he provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Mutual Advisors offers investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines significant institutional capabilities with operational flexibility and utilizes a mix of active and passive investment strategies.

Cynthia Rost is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at The Oak Ridge Financial Services Group since 2008, with prior roles at UBS Financial Services Inc. and Piper Jaffray Inc. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and custody through RBC Clearing & Custody.

Andrew Knutson is a CFP® and ChFC® with 10 years of industry experience. He is currently with Van Clemens Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Ian Donaldson, Keith Moeller, and Ameriprise Financial. Van Clemens Wealth Management, LLC provides portfolio management, financial planning, retirement plan consulting, and estate-planning support to individuals, trusts, estates, and institutional clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a customized investment approach that combines modern portfolio theory with fundamental and technical analysis.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with World Equity Group since 2013. Outside of his advisory role, Taylor is a part-time musician and coordinates a seasonal youth hockey program for high school players not participating in school teams. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Paula Olson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 34 years of industry experience. She has been with Oak Ridge since 2003 and holds Series 63 and Series 66 credentials. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans.

Stacy Hunt is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Safco Products, and Transitions Home Care. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and access to third-party asset managers. The firm builds personalized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms, and offers ERISA retirement-plan advisory services.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Nicholas Asmus is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Berger Financial Group since 2016, including a prior four-year tenure at Cambridge Investment Research Advisors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Amy Leuma is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and 65 licenses and 15 years of industry experience. Her prior experience includes roles at Morgan Stanley, Wells Fargo, and Ameriprise Financial Services. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets. The firm emphasizes detailed client financial information gathering and most accounts are managed on a non-discretionary basis with periodic reviews.

Christopher Crubaugh is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, having previously worked at Northwestern Mutual Wealth Management Company and Brian Eder. Crubaugh is a partial owner of several investment-related LLCs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Roland Garland is a financial advisor at Berger Financial Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Management, Inc. Outside of his advisory role, he serves on the Board of Directors for Mendakota Country Club, focusing on golf course improvements. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering comprehensive wealth management and financial planning services. The firm employs proprietary, long-term investment strategies managed through an Investment Committee and offers discretionary portfolio management with periodic client reviews.

Christopher Wagner is a CFP® with 12 years of industry experience, currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior career includes roles at Kestra Financial Inc., SNS Financial Group, LLC, Vector Wealth Management, and Navpoint Financial, Inc. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a client-customized investment process supported by its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.

Graham Acheson is a CFA® charterholder with over 14 years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at EQ by Equiniti and Wells Fargo. 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 supported by firm-constructed models and integrates multidisciplinary planning through its Private Client Services model.