Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. 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 investment management and financial planning services tailored to client needs.

Kaylee Mc Clellan is a CFP® professional with four years of industry experience currently with Great Valley Advisor Group, LLC. She previously worked at Ameriprise and LPL Financial. Outside of her advisory role, she is involved with Studio Third LLC, a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across wrap and non-wrap programs.

Michael Jacobson is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Focus Financial Network and its affiliated firm OSAIC since 1996. Outside of his advisory role, he owns Jacobson Financial Group, Inc., a non-investment business entity. Focus Financial Network 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 a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Roger Anderson is a CFP® with 41 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His prior experience includes roles at United Planners Financial Services and LPL Financial, among others. Anderson also operates Roger A Anderson Inc., a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Daniel Harrington is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 17 years of industry experience. He has served at AdvisorNet Wealth Partners since 2012 and at Cetera Wealth Services since 2013. Harrington is also involved in community activities as a volunteer with Presbyterian Homes & Services, where he engages with men's groups on non-investment topics. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management strategies.

Glenn Lempe is a CFP® with 35 years of industry experience, currently serving as an advisor at Elevation Point Wealth Partners, LLC since 2024. He previously worked at LPL Financial for 18 years and founded Glenn J. Lempe, Inc., where he remains owner. His business activities include ownership of a fixed insurance and investment company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation through model portfolios and separately managed accounts, incorporating alternatives and technology-enabled services.

Timothy Brown is a CFP® and CFA® with 14 years of experience in financial advising. He began his career at Brown Wealth Management, LLC, which he owned and operated for 23 years before joining Mission Wealth Management, LP. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm utilizes a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios including alternative investments and offering both discretionary and client-directed account arrangements.

Craig Johnson is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Cabot Lodge Securities, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals and various organizational clients. The firm employs strategies ranging from fundamental and technical analysis to option strategies and model portfolios, offering both discretionary and non-discretionary management tailored to client objectives.

Seth Hansvick is a CFP® and ChFC® with 12 years of industry experience. He is currently with Great Valley Advisor Group, LLC and was previously affiliated with LPL Financial and Thrivent Financial, including Thrivent Investment Management, where he worked for 11 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Kristi Sanz is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Purshe Kaplan Sterling Investments, Cambridge Investment Research, and Ameriprise. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning based on proprietary, long-term investment strategies developed by an internal committee.

Daniel Gustafson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes extensive tenure at Securities America Advisors and LPL Financial. Gustafson also operates his own financial services business. Great Valley Advisor Group is a multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. 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.

Mark Johnson is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wealth Enhancement Group, LPL Financial, RBC Capital Markets, and U.S. Bancorp Investments. He is also involved with Wealth Enhancement Advisory Services as a registered administrative professional. Advisory Solutions Group, doing business as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other RIAs, utilizing diversified portfolio construction methods and supporting external asset management through technology platforms.

Joseph Butorac is a financial advisor with Harbour Investments, Inc. based in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments and Butorac, Johnson & Associates since 2001. In addition to his advisory role, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing both fundamental and technical analysis to create customized strategies across various asset classes, with ongoing account monitoring and model-based solutions.

Ronald Machtan is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He has been with KCD Financial since 2006. Outside of finance, he owns Master-Bait Co., a business focused on fishing lures, clothing, and novelties, which he operates as a part-time hobby. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

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.

Robert Mc Hattie is a financial advisor at AdvisorNet Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Cetera Wealth Services. Outside of advising, he serves on the board of the Saint Paul Association for Community Soccer, which focuses on developing and maintaining soccer fields, and he is involved in managing a family limited partnership owning farmland in Minnesota. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios through equities, fixed income, mutual funds, ETFs, and utilizes internal and external managers to meet client objectives.

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.

Chad Norling is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding the CFP® designation and a Series 63 license. He has 29 years of industry experience and has worked at firms including Cetera Wealth Services, LLC, and Executive Financial Services, Inc., where he is a partner. Norling also serves as president of Norling Financial Services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm manages accounts through diversified portfolios and uses both discretionary and non-discretionary strategies, incorporating various investment vehicles and third-party managers.

David Bakker is a financial advisor with IHT Wealth Management LLC in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. He provides investment advisory services through IHT Wealth Management, an independent investment advisor firm. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors by offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms. The firm’s investment approach uses proprietary model portfolios combined with fundamental value screening, quantitative optimization, and periodic rebalancing.

Aidan Chacon is a CFP® with two years of industry experience, currently advising clients at Boulay Wealth. Prior to joining Boulay, he worked at Orgel Wealth Management and has experience in educational roles at the University of Wisconsin, Eau Claire, and local schools. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by an integrated service structure including affiliated accounting and insurance firms.