Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Richard Vasterling is a CFP® professional with 27 years of experience in financial advising. He is currently with Larson Financial Group, LLC and has previously worked at Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using strategic and tactical approaches, including option overlays and separately managed accounts, and integrates AI-assisted tools alongside human review for research and documentation.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. Focus Financial Network 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 consulting, and financial planning services.

Michael Townsend is a financial advisor at Advisornet Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Wealth Services and Questar Asset Management. Townsend also serves as an insurance agent, selling life, annuities, and long-term care products. Advisornet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios and various management approaches to implement client objectives.

Rachelle Nelko is a financial advisor with Capital Analysts in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Lincoln Investment since 2010 and has been involved with Aag Securities, Inc. and United Brokerage Services, Inc. since the mid-1990s. Nelko also serves as president of United Brokerage Services, where she manages various operational roles and provides insurance services including life, annuities, and Medicare plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management, advisor-managed models, and ERISA retirement plan advisory services. The firm’s investment decisions are guided by an in-house research team and include access to third-party managers, with a business model that supports advisors providing additional services such as insurance alongside advisory offerings.

Robert Smrekar is a CFP® professional with 20 years of experience in financial advising. He has worked at Berger Financial Group since 2020, following a four-year tenure at Cambridge Investment Research Advisors. In addition to his advisory role, Smrekar is an independent insurance agent, providing insurance services to clients. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial planning, tax planning, succession planning, and retirement-plan consulting, utilizing proprietary, long-term investment strategies developed by its Investment Committee.

Andrea Schrieffer is a CFP® and ChFC® affiliated with Great Valley Advisor Group, LLC, with 18 years of experience in the financial services industry. She has held roles at LPL Financial, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Management. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, 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 across various platforms.

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and other strategies, delivering advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives and risk tolerances.

Yuejiao Wang is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. Wang has worked in the financial industry since 2014, with previous experience at National Agents Alliance and Pro and Trust/Partners Life. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing a range of investment strategies and third-party platforms.

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Kyle Danner is a CFP® professional with 9 years of experience, currently serving as a financial advisor at Larson Financial Group, LLC since 2018. He also has a Series 66 license and has been involved with Larson Financial Securities, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to a range of clients including individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, and employs tools such as option overlays and separately managed accounts while using AI-assisted methods to support research and documentation.

Mark Lindstrom is a CFP® professional with 12 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He is the sole owner of Mark T. Lindstrom CPA LLC, a tax and financial planning practice he has operated since 2011. His prior experience includes work with Honkamp Krueger Financial Services. Avantax Planning Partners provides investment advice and related 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 a model-based investment approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management with centralized trading and reporting.

Michael Dales is a financial advisor with Focus Financial who holds a Series 63 designation and has 39 years of industry experience. He has been affiliated with Focus Financial Network, Inc. since 1993 and Osaic Wealth since 1995. 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 discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Tristan Kelly is a CFP® professional with four years of experience in the financial services industry, currently serving as an advisor at Avior Wealth Management, LLC. Prior to joining Avior, he worked at Thrivent Financial and has a background including roles outside the industry. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets across approximately 120 financial professionals. The firm provides investment management, financial planning, and business consulting to a diverse client base including individuals, pension plans, charitable organizations, and banking institutions, employing a fundamental analysis-driven investment process with both long- and short-term strategies.

Kristin Rogers is a CFP® professional with 11 years of industry experience, currently serving at CGN Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Sioux Falls, SD. Outside of her advisory role, she serves as a secretary for a church, assisting with invoice payments and board expense updates. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and it offers educational workshops and pension consulting services.

Jenna Shermoen is a financial advisor with Riverbridge Partners, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at RBC Capital Markets and various financial and client service firms. She serves on the board of trustees and finance committee for Avenues for Youth, a Minneapolis-based nonprofit. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and investment companies. The firm employs an investment-centric growth equity process and manages multiple pooled vehicles, with a range of institutional relationships and performance-based fee arrangements.

Joseph Dieckhaus is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. He has 19 years of industry experience and previously worked with firms including LPL Financial and Riversource Distributors Inc. He also serves as Chief Compliance Officer for Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers model implementation, research, and account administration solutions.

Blake Paurus is a financial advisor with Berger Financial Group in Plymouth, MN. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is involved with the Legacy Hoops Basketball Academy. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning, and succession planning, delivering investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee.

Ryan Bodin is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Vanderbilt Advisory Services and has held various roles including ownership of Total Benefit Solutions, Inc. and serving as Chair of the Board for the Meningioma Brain Tumor Network. Bodin also coordinates the Lake Side Networking Group, which facilitates professional referrals among its members. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a mix of fundamental, technical, and charting analysis, supported by integrated retirement-plan and benefits consulting capabilities.

Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.