Curtis James is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bear Market Financial Services, LLC, Jacobs Financial Services, Financial Independence Group, Inc, and The Revolution FMO, LLC. Outside of his role at Impact Partnership Wealth, he serves as president of Bear Market Financial Services, where he meets with clients to discuss their needs and retirement goals. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Joshua Ask is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience with Sentient Wealth Group, EFS Advisors, and Map South Hockey. He has also worked in educational roles at the University of St. Thomas and Farmington High School. 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 management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers.

Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.

Mark Reichow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Advisers' Pride, Inc. and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Frank Rezack is a financial advisor with BFC PLANNING, Inc. in Rosemount, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2012. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies with an emphasis on client-specific fee structures and operational practices.

David Sloan is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing eight years of industry experience. He has worked at Geneos Wealth Management and Sonnenfeld Financial, and currently operates Sloan Financial Solutions LLC. Outside of advising, he is an independent representative for fixed insurance sales and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, managing over $5.5 billion in client assets as of the end of 2024.

Holly Lindstrom is a financial advisor with ON Investment Management Company and holds a Series 65 credential. She has experience as a CPA, operating her own tax preparation business, Holly Lindstrom CPA LLC, since 2019. Prior to joining ON Investment Management Company in 2026, she worked in various CPA roles from 2015 through 2023. ON Investment Management Company is a SEC-registered advisory firm offering financial planning, portfolio management, and retirement-plan services to individuals, families, trusts, charitable organizations, and businesses. The firm provides access to a range of third-party investment programs and serves clients through a mix of discretionary and non-discretionary accounts.

Laura Basballe is a financial advisor with Focus Financial Network, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Focus Financial Network since 1997 and also has a background with Royal Alliance Associates and JEC Miller Inc. In addition to her advisory work, she owns The Basballe Group, Inc., which provides tax preparation, tax planning, and accounting services. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored through individualized investor profiles.

Dylan Aeikens is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Focus Financial Network since 2017 and previously held roles at Royal Alliance Associates and HD Vest. Outside of his advisory work, he owns WEP Inc., an S-Corp established for his financial planning practice. 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, third-party manager access, retirement plan consulting, and financial planning services.

Matthew Martinson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Advanced Advisor Group LLC, EFS Advisors, VOYA Financial Advisors, and Capital Street Financial Services. He also provides investment advisory services to Great Valley Advisor Group, Inc., an independent RIA. 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 through a combination of in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Joshua Decker is a CFP®-designated financial advisor with 26 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, Advanced Advisor Group, and Educators Financial Services. He owns EDUCATORS LIFETIME SOLUTION, a business unrelated to investment advisory. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Michael Armstrong is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding affiliations with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Olympus Financial Advisors dating back to 2005. Outside of his advisory role, he is also a vocalist who performs at funerals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized investment strategies, with a notable focus on plan sponsors and participants.

Kerry Matthews is a financial advisor with Eagle Strategies (NY Life) in Lakeville, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Matthews is also the owner of North Range Financial LLC, a sole proprietorship through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Lauren Koschmeder is a financial advisor with Voya Financial Advisors, Inc. in Bloomington, MN, holding a Series 66 credential and seven years of industry experience. She has been with Voya Financial Advisors since 2018 and also maintains a role with Twin Pines Financial. In addition to her advisory work, Koschmeder is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals and institutions such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides diversified services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

Brendle Corpman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of his advisory role, Corpman is involved in administrative consulting through Corpman Contracting LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized allocation guidance and operates with a large client base focused primarily on non-discretionary assets.

Genevieve Cornish is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at LPL Financial, Northwestern Mutual, and CBIZ Insurance Services, among others. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through a network of around 366 advisors. The firm offers a range of financial planning and investment management services utilizing an open-architecture platform with access to both advisor-managed and model-based strategies.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Churchill Management Group since 2007 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.