Jared Holt is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors and Harbour Investments. Outside of his advisory role, he serves as CEO of Ascent Financial, focusing on insurance and consulting. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals and business entities. The firm combines multiple investment analysis methods, emphasizes long-term trading, and provides discretionary account management without account minimums.

Dillon Dougherty is a financial advisor at Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN, holding a Series 66 designation with nine years of industry experience. He has been with Dougherty & Associates in various capacities since 2015. Outside of advisory services, he is also a licensed insurance agent offering various types of insurance products. Dougherty & Associates Financial Advisors is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management and financial consulting, tailoring portfolios to client objectives and risk tolerances using fundamental analysis.

Alexander Braun is a CFA® charterholder affiliated with FPNavigators in Maple Grove, MN, with two years of industry experience. He previously worked at Bleakley Financial Group and Parametric Portfolio Advisors. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance and offers wrap fee programs and multiple ERISA roles for retirement plans.

Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.

Donald Parson Jr. is a CFA® charterholder with five years of industry experience. He is currently with Ascent Advisors and has held roles at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of financial advising, he is a general partner in a property management business. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting, using a blend of modern portfolio theory and quantitative, fundamental, and technical analysis to guide long-term investment strategies.

Chad Weinhold is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at firms including Allianz Life, Equitable Advisors, and Corestone Wealth Management. Weinhold is also involved in American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension plans, and business entities. The firm integrates modern portfolio theory with quantitative, fundamental, and technical analysis, emphasizing long-term trading and regular portfolio monitoring.

Peter Orth is a CFP® professional with 20 years of industry experience, currently serving at Ascent Advisors. His prior roles include positions at Corestone Wealth Management and Ausdal Financial Partners. Outside of his advisory work, he serves as Treasurer and Vice President of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analysis, emphasizing long-term trading and regular portfolio monitoring.

Kerry Schmitz is a CFP® professional with 23 years of experience in the financial services industry. He has been with Dougherty & Associates Financial Advisors, Inc. since 2013 and also works with Independent Financial Group. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, equities, debt instruments, and other strategies tailored to client objectives and risk tolerance.

Joshua Lantz is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 66 designation and 13 years of industry experience. He has worked with MD Financial / Vestment Financial since 2013 and previously spent a year at Larson Financial Group, LLC. In addition to his advisory role, he participates in consulting surveys related to financial services. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser managing approximately $304 million in discretionary assets. The firm serves individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses, employing a market-efficient, long-term investment approach focused on asset allocation, diversification, and tax-aware portfolio design using low-cost mutual funds and ETFs.

James Leggott is a financial advisor with Ascent Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Corestone Wealth Management, 20/20 Financial, Specialized Advisors LLC, Secure Investment Management, J.D. Mellberg Financial, and Premier Financial. He is also licensed to sell insurance. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, and technical analysis, emphasizing long-term trading and regular portfolio monitoring.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Interactive Financial Advisors and operates IDSO Financial Services, where he also sells life, health disability, property casualty, and group insurance. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm employs a multi-advisor network and combines fundamental analysis with Modern Portfolio Theory to manage diversified portfolios using ETFs and mutual funds.

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Michael Mc Cracken is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. Prior to that, he was with Gradient Advisors, LLC for three years and has owned Wealth Guide Financial since 2011, where he engages in insurance and fixed indexed annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates sub-advisors and third-party managers to support its services.

David Zumbusch is a CFP® professional with 31 years of industry experience, currently serving at Inspire Advisors, LLC since 2020. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. from 2002 to 2020 and has operated his own practice, LBZ Investments, since 2006. Outside of advising, he is involved in managing agricultural rental land and commercial office space with his wife. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs.

Matthew Fitch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of his advisory work, Fitch is involved as a paid youth hockey coach with the STMA Youth Hockey Association. Great Valley Advisor Group is an SEC-registered, multi-team 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, using a range of in-house and third-party strategies along with ongoing portfolio oversight.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Harry Purcel is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Since 2004, he has been with Berthel Fisher. He serves as a board member of the Dune Deck Condominium Association in South Palm Beach, Florida. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers a variety of management and consulting services and manages approximately $906 million in client assets.

Ryan Warner is a financial advisor with Prosperity Capital Advisors in Maple Grove, MN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, with previous roles at Oakwood Capital Securities, Mercap Securities, Valor Capital Management, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Warner owns an eBay business. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm employs model-based, asset-allocation strategies and offers services including financial planning, consulting, and discretionary investment management.

Sergey Molla is a financial advisor with Eversource Wealth Advisors, LLC and holds a Series 65 designation. He joined Eversource in 2025 and has prior experience working as a Senior Logistics Analyst at Target Corporation since 2018. In addition to his advisory role, he owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm supports a range of investment programs and provides due diligence, values-based strategies, and stewardship planning, catering to clients including independent RIAs and those with significant investable assets.

Susan Wieneke is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 credential and has previously worked with firms including Bison Advisors and OneAmerica Securities. Wieneke is also involved with the Catholic Order of Foresters. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering advisory services such as financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational support for other advisers through its managed account platform.