Lucas Van is a financial advisor with Principal Advised Services, holding a Series 66 designation and four years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of finance, he works part-time as a customer service associate at Lowe's, assisting customers in the tools and hardware department. 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 wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Connor Chesnut is a financial advisor with Thrivent Advisor Network, LLC, holding the CFA® designation and Series 63 license. He has three years of industry experience, including roles at Purshe Kaplan Sterling Investments, Craig-Hallum Capital Group, and PricewaterhouseCoopers LLP. His background also includes experience in the food service industry and work at the University of St. Thomas. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Carter Mc Graw is a Series 65 licensed advisor at Gradient Investments, LLC with one year of industry experience. Prior to joining Gradient Investments, he held roles at Case Central, LLC and Gartner Companies. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets primarily on a discretionary basis.

Audrey Heitkamp is a financial advisor with Focus Financial in Bloomington, MN, holding a Series 66 license and four years of industry experience. Her prior work includes roles at OSAIC, CarVal Investors, and Ernst & Young. Outside of her advisory duties, she operates as a notary public and holds an ownership interest in a partnership managing administrative functions related to her financial advisory business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, utilizing a range of investment strategies and vehicles tailored to client needs.

Thomas Klein is a CFA® charterholder and holds a Series 66 registration, with four years of industry experience. He currently works at Gradient Investments, LLC and previously was associated with Ameriprise Financial Services, LLC, Panoramic Wealth Advisors, and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Benjamin Reynolds is a financial advisor with Thrivent Advisor Network, LLC who holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Inc., and THRIVENT Financial. He is also the owner of Storyline, LLC, a company established to manage business expenses. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified, long-term investment strategies across mutual funds, ETFs, equities, bonds, and alternative investments.

Jamie Kaestner is a financial advisor with Saxony Capital Management, LLC in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Smart Money Group, LLC, Plan Group Financial, Inc., and Summit Brokerage Services, Inc. He is also associated with Ironhorse Wealth Management, an investment-related business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model across multiple offices, offering discretionary asset management alongside hourly or flat-fee financial planning, utilizing a wide range of investment methods and third-party managers.

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and 11 years of industry experience. He has worked at NorthRock Partners since 2016 and previously at Lifestage Wealth Management Group LLC. Outside of his advisory role, Berns is a co-owner of Suits Coffee, a coffee bean roasting business, and serves on the board of the Alexandria Community College Foundation. 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 that emphasizes broad asset allocation, diversification, and regular rebalancing, integrating private market investments and utilizing AI tools alongside human oversight.

Jeffrey Tolzin is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1988, contributing over three decades to the firm. Fiduciary Counselling Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and related entities, including a registered investment adviser and a registered investment company. The firm employs asset allocation and modern portfolio theory to implement client portfolios through both discretionary and non-discretionary investment management, supported by integrated accounting, tax, estate planning, and trust administration services.

Matthew Anderson is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2006. Based in Minneapolis, MN, Anderson focuses on delivering investment advisory services within a network of professionals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using a range of investment vehicles and supports ongoing portfolio management alongside independent manager selection and oversight.

Joshua Ross is a CFP® with three years of experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. He has previously worked for WBI Energy, Inc. for over two decades and holds a board position at the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and uses a mix of modern portfolio theory with fundamental and technical analysis, offering access to a broad range of third-party managers and affiliated business lines.

Eric Nohner is a financial advisor at Gradient Securities, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial and OSAIC. Outside of his advisory role, he is an insurance agent involved in fixed insurance sales. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management services to individuals, business entities, and retirement plans. The firm combines advisory and broker-dealer functions and frequently utilizes third-party managers while maintaining client approval on trade execution.

Austin Cumblad is a financial advisor at Riverbridge with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Riverbridge Partners, LLC since 2013 and IMST Distributors, LLC since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and manages various pooled vehicles, including the Riverbridge Growth Fund.

James Gaskins is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and concurrently operates United Financial Services, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third‑party money managers and Investment Advisor Representatives, using a largely non-discretionary model and various analytical tools to align portfolios with client objectives.

David Beise is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has held prior positions at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Beise is a partner at ELMOBE LLC, an entity established to manage expenses related to his advisory business. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs.

William Haider is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Focus Financial Network and Osaic Wealth since 2001. Outside of advising, he is licensed to sell fixed annuities, fixed life insurance, and long-term care insurance. 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, retirement plan consulting, and financial planning services.

Nathaniel Wisely is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC. Outside of his advisory work, he serves as Chair of the Search Committee for Director of Youth Ministries at Valley Evangelical Free Church. 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 and model portfolios.

Sean Huntley is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at CliftonLarsonAllen since 2005 and previously spent 15 years at Valmark Securities, Inc. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, emphasizing strategic asset allocation through model portfolios and multidisciplinary planning integrated with tax, estate, and risk professionals.

David Hynes is a financial advisor at Focus Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with OSAIC since 2001. He serves as co-trustee for a family trust, managing assets and trust administration alongside his sister. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning services.

Jed Magstadt is a financial advisor at Northrock Partners, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Pacific Point Advisors, LLC for one year before joining Northrock Partners in 2017. He maintains an active Minnesota insurance license for Accident & Health, Life, and Variable Contracts. 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 into client portfolios.