David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Woodbury, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years. Outside of his advisory role, Paton serves as treasurer for two nonprofit organizations, Neighbors Inc. and Black Oak Lake Preservation, focusing on community support and environmental efforts. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, with a predominance of non-discretionary management.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

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.

Zechariah Schaefer is a CFP® with six years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He is owner and tax preparer at Ascent Tax Services LLC and serves as an instructor for insurance and financial industry training courses at Kaplan Financial. In addition to his financial work, he creates and sells artwork. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities by providing managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice and coordination with other professionals for estate planning and related services.

Liddy Achter is a financial advisor at Fiduciary Counselling Inc. with 20 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc. for eight years before joining her current firm in 2020. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering both discretionary and non-discretionary investment advisory services alongside accounting, tax, estate planning, and administrative support. The firm utilizes written investment policy statements and model portfolios based on asset allocation and capital market assumptions, and it maintains unique relationships with affiliated trust and investment management companies.

David Sloan is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked with Geneos Wealth Management since 2016, also operating Sloan Financial Solutions LLC since 2020. His other business activities include acting as an independent representative for fixed insurance sales and serving as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a range of investment strategies and offers customized and model-based account options through various platforms.

Michael Englund is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Outside of finance, he serves as a fireman with the Hudson Fire Department. 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 a combination of in-house strategies and third-party managers across various platforms.

Andrew Lang is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 2010. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm uses written investment policy statements and model portfolios based on asset allocation and capital market assumptions, integrating modern portfolio theory with a mix of registered and private investment vehicles.

Christian Nielsen is a CFA® charterholder with 12 years of industry experience. He has been with Fiduciary Counselling Inc. since 2011. The firm advises individuals, trusts, charitable organizations, corporations, and related entities, offering investment advisory services alongside accounting, tax, estate planning, and administrative support. Fiduciary Counselling implements client portfolios based on asset allocation and capital market assumptions, conducting manager due diligence and portfolio administration while maintaining close relationships with affiliated trust and investment companies.

Gregory Grunsted is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Feltl & Company for 15 years before joining Van Clemens & Co., Inc. in 2017 and its affiliated firm since 2023. Outside of his advisory role, he volunteers with the Minnesota Orchestra Association, making outreach calls to patrons and donors. 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 risk tolerance and uses a blend of modern portfolio theory along with fundamental and technical analysis in its investment strategies.

Jeffrey Sellner is a Series 65 licensed advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2018. He has a total of seven years of industry experience and has been a Principal with CliftonLarsonAllen LLP since 1998. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a strategic asset allocation approach with model portfolios, combining active and passive investment vehicles, and coordinates planning through integrated wealth, tax, estate, and insurance professionals across its parent organization.

Scott Mullinix is a senior financial advisor and Investment Director at Focus Financial with 24 years of industry experience. He has been with Focus Financial Network since 2017 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Mullinix Investment Management LLC and is a partner at Bergstrom Financial Group LLC. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services encompassing portfolio management, asset allocation, alternative investments, and coordinated estate planning with a focus on transparency and operational detail.

John Oberg is a CFP® 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 1992. Fiduciary Counselling Inc. advises individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory services alongside accounting, tax, estate planning, trust and charitable administration, and various administrative offerings. The firm employs a structured investment approach based on written policy statements, asset allocation, and capital market assumptions, and operates in conjunction with affiliated trust and investment management companies.

Casey Arends is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation. He joined the firm in 2026 and has prior work experience at Fairview Health Services beginning in 2015. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional investment management with digital-asset advisory services and offers specialized services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Joan Carroll is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and is also involved in managing Carroll Property Management, a business she owns jointly with her husband. Additionally, she serves as a board member for the Wisconsin Rapids Convention and Visitors Bureau. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and integrates multidisciplinary planning through collaboration with CliftonLarsonAllen LLP.

Jeffrey McGinley is a financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Thrivent Advisor Network and Thrivent Investment Management in 2025, he worked at CETERA Advisor Networks LLC and Securian Financial Services, Inc. He conducts business primarily as an investment advisor representative and also serves as a registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s approach includes long-term portfolio construction using diversified assets such as mutual funds, ETFs, individual equities, bonds, and alternative investments, along with access to independent managers and model portfolios.

Samuel Wilczek is a financial advisor at Focus Financial in Minneapolis, MN. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Focus Financial, he worked briefly at Ameriprise - Alacrity Wealth Advisors and has experience working outside the industry. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides managed account services and financial planning, emphasizing personalized investment advice and coordination with other professionals for estate planning and related legal or tax matters.

Cameron Rosenow is a financial advisor at NorthRock Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Curi Wealth Management, SharpVue Capital, Morgan Stanley, and Morgan Keegan & Company. 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 that incorporates broad asset allocation, diversification, and private market allocations, using Independent Managers and AI tools alongside human oversight.

Melissa Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Thrivent Financial for Lutherans and its related entities since 2004 and has been associated with North Oaks Financial Group since 2011. Webb is based in Minneapolis, MN. 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 portfolio construction using low-cost mutual funds, ETFs, and a variety of other investment options, while offering ongoing portfolio management and access to independent managers.

Eric Christofferson is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His previous roles include tenures at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. He has been with Thrivent Advisor Network since 2021. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified, long-term portfolios using a variety of investment vehicles and offers both internal portfolio management and oversight of independent managers.