John Csargo is a CFP® professional with eight years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has worked at HK Financial Services, Inc. from 2017 to 2020 and is a partner and accountant at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis, where he provides tax, consulting, accounting, and valuation services. Avantax Planning Partners, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and managed retirement plan platforms. The firm utilizes style allocation models overseen by an investment advisory committee and provides tax-intelligent strategies and centralized trading through a network of CPA firms and registered advisors.

Catherine Hogan is a financial advisor at Boulay Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at The Advocate Group before joining Boulay Financial Advisors, LLC, which became part of Boulay Wealth. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated advisory, tax, and insurance services through affiliated firms.

Laura Stenzel is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She has been with Boulay Financial Advisors, LLC since 2019, and previously worked at KPMG as well as Olsen Thielen CPA's. Stenzel also spent time in an academic role at St. Cloud State University. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, integrating advisory services with tax and insurance offerings through affiliated firms.

Madeline Schalig is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Avila Wealth and Nichols Creek Wealth Partners. Harbour Investments serves a broad range of clients including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple execution pathways, employing varied investment approaches tailored by individual advisors and approved third-party managers.

Corey Kiewiet is a financial advisor with Summit Financial, LLC in Edina, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ETRADE from Morgan Stanley. He also offers insurance products through multiple companies, earning compensation on sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Gregory Betlach is a CFP® and ChFC® with 19 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 12 years at Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

David Pratt is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC in Edina, MN. He has held roles at Focus Financial Network, FDI, Inc., Pensions Plus, Inc., and Financial Designs of Edina, Inc. Pratt is also the Chief Operating Officer and owner of FDI Incorporated, which provides insurance placement and retirement plan consultation services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm uses a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering access to a broad range of investment products and custodial platforms.

Bailey Norby is a CFP® and ChFC® affiliated with JNBA Financial Advisors, LLC, with five years of industry experience. Prior to joining JNBA Financial Advisors in 2025, Bailey worked at The Advocate Group, LLC and Lutz Financial Services, LLC. Outside of financial advising, Bailey is involved in dog walking and sitting as a part-time activity. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm uses a multi-asset investment approach, combining individual equities and fixed income, mutual funds, ETFs, and covered-call strategies, supported by both fundamental and technical analysis.

Jeremy Mc Daniel is a Series 65-licensed advisor with Boulay Wealth, where he has worked since 2025. He has a total of eight years of industry experience, including prior roles at Boulay Financial Advisors and Principal Financial Group. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by its integration with affiliated accounting and insurance firms.

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.

Brent Reinsberg is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Avantax Planning Partners since 2018. In addition to his advisory role, Brent is a partner and accountant at Mazanec, Bauer & Associates, a regional CPA firm, and serves as Treasurer for the Eagan Rotary Club. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlay options.

Abigail Evenson is a CFP® and Series 65–registered advisor with Boulay Wealth, bringing three years of industry experience. Her prior roles include positions at BerganKDV Wealth Management and The University of St. Thomas. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focusing on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated companies.

Caleb Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha since 2013. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, working with third-party managers and internal advisors to deliver tailored investment solutions.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.

Matthew Delaney is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He currently works at Boulay Wealth and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and offers an integrated advisory, tax, and insurance service model through affiliated firms.

Corinn Berken is a financial advisor at JNBA Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked in wealth management at Wells Fargo Private Bank for four years. Berken has been with JNBA Financial Advisors since 2017. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services, retirement plan consulting, and business consulting for select clients such as professional athletes, utilizing a range of investment strategies and third-party platforms for portfolio management.

Steven Walstad is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with Independent Investment Advisors Inc. since 2013. In addition to his advisory role, he is an independent insurance agent for various companies. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

David Tillou is a financial advisor at AlphaStar Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2017. He also operates Tillou Financial Group, where he is involved in the sale of fixed insurance products. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model portfolios and custom strategies driven by quantitative analysis and third-party research.

Kevin Paulus is a financial advisor with Principal Advised Services in Savage, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Advisors LLC. At Principal, he also serves as a sales manager supervising investment advisor representatives who provide one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm benefits from integration with the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and model services.

Jon Melander is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked with Bfa Holdings, LLC since 2022 and has been with Boulay Financial Advisors and related firms since 2015. Melander serves as an advisory board member for the Positive Coaching Alliance of Minnesota, a nonprofit focused on youth and high school sports development. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and is distinct for its integration with an affiliated accounting firm and ownership of an insurance agency.