Kerry Edwards is a financial advisor at Level Four Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Edwards serves as president of the Saint Mary's University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a notable corporate structure that includes broker-dealer and trust/banking affiliations.

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.

James Armour is a financial advisor with Ausdal Financial Partners, Inc. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ausdal since 2011. Outside of his advisory role, Armour is an independent agent involved in long-term care and life insurance sales. 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 a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.

Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.

Gregory Petrie is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Peak Brokerage Services. Outside of finance, he is a band member of the Accomplice cover band. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Cory Beam is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Root Financial Partners and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and Fisher Investments. Beam serves as an officer in the United States Army Reserves. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers specialized portfolio options alongside educational programming and online academies.

Dylan Fisher is a financial advisor with CreativeOne Securities, LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Western Lakes Financial and Emery's Lawn Care & Roll-Offs. Outside of financial services, he works as a marketing and SEO specialist for 3 Plains Outdoor Marketing & Design and serves as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.

Thomas Schneider is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ausdal since 2020 and previously held roles at SSN Advisory, Securities Service Network, and Voya Financial Advisors. Schneider is also the owner of Schneider Consulting, where he provides insurance plans to individuals and small employee groups. Additionally, he serves as a chapter champion for the Free Enterprise Alliance, an advocacy group focused on limited government and fair competition. 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 a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Ian Schrup is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Redhawk Wealth Advisors, Inc. Outside of finance, he is involved with H&B Specialized Products, where he assembles and installs school lockers, athletic equipment, and stadium seating. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios to implement client strategies and offers alternative and private investment options to eligible clients.

Peter Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and having 24 years of industry experience. He has worked with Guardian Life and its affiliates since 2006 and is currently also affiliated with Park Avenue Securities. Outside of his advisory role, he serves as a trustee for a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Matthew Hand is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 10 years of industry experience. He has previously worked at GWM Advisors, LLC (GSH Asset Management), LPL Financial, and Investment Centers of America, Inc. Hand provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on centralized due diligence, ongoing manager monitoring, and the use of technology to support advisors and clients.

Upasana Khandelwal is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she creates and sells art pieces through a personal venture named Kraft Bazzar. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advisory programs.

Paul Lagrange is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and TIAA-CREF. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brett Rodenberg is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and has previously worked at North Shore Bank of Commerce, Paycom, Northwestern Mutual, and the University of Minnesota-Duluth. Outside of his advisory role, he operates an Etsy shop where he creates and posts crafts for sale. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Christopher Rouse is a financial advisor with Kestra Advisory in Excelsior, MN, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Kestra Advisory since 2016 and has over 20 years affiliated with Kestra Investment Services, LLC and The KNW Group. Outside of his advisory role, Rouse is CEO of Rouse Executive Solutions and president of Rouse & Company, through which he engages in consulting, insurance, and executive benefits services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving notable clients such as sovereign wealth funds.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets Corporation and Lockton Investment Advisors. David’s career background includes roles at multiple Lockton entities and BerganKDV Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies combined with tax-loss harvesting, selective private market exposure, and sub-advisory arrangements.