Benjamin Cline is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at UnitedHealthcare and Optum. In addition to his financial advisory work, Cline owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering investment advisory and financial planning services. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory and both fundamental and technical analysis, with access to a wide range of third-party managers and an in-house Growth Opportunities model.

John Layton is a CFP® with 40 years of industry experience, currently serving at Focus Financial Network, Inc. since 1996. He is also the owner of La Fainera Sport Inc and is active as a guitarist in a band. 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, providing a range of investment management and financial planning services.

Brian Eder is a CFP® and ChFC® with 20 years of industry experience. He is currently with OnePoint BFG Wealth Partners and previously spent 20 years at Northwestern Mutual in various capacities. Eder is the president and founder of Birdies 4 Brains, a nonprofit organization. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach utilizing a combination of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Jeremy Smalley is a financial advisor at Principal Advised Services with 21 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2007. 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and comprehensive supervision.

Paul Giannobile is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Focus Financial Network Inc. since 1998 and is president of 401K Solutions, Inc., an S-Corp used for business expense and tax planning. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, charities, and corporate entities. The firm offers managed account services and financial planning with a personalized investment approach that incorporates portfolio management, asset allocation, and coordination with external professionals for estate and tax planning.

Cassity Wingenbach is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. Wingenbach has previously worked at Eide Bailly Advisors and United Planners' Financial Services among other firms. Outside of advising, Wingenbach served for 16 years at Bismarck Gymnastics Academy. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with a focus on asset allocation and diversification, managing approximately $5 billion in client assets.

Aaron Niedorf is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including The Leaders Group Inc and CETERA Advisor Networks LLC. Niedorf also serves as Executive Vice President of Sales at IFC National Marketing. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, corporations, and other business clients, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation frameworks and third-party platforms.

Paul Christopher is a CFP® professional with 14 years of experience in financial advisory roles. He is currently with Thrivent Advisor Network, LLC and has previously worked at firms including Ameriprise and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he participates in client education meetings related to long-term care insurance referrals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm offers portfolio management and financial planning services, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs alongside other investment options.

Jon Berg is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63, 65, and 66 designations and 30 years of industry experience. He has been with Oak Ridge since 2003. Outside of finance, Jon is a songwriter and performer who produces music both physically and digitally. 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.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with CliftonLarsonAllen since 2015 and serves as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm. 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 an Investment Committee and integrates advisory services with multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. 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 managed accounts, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment strategies.

Scott Rickford is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Oak Ridge since 2004. Outside of his advisory role, he is involved in cattle ownership, which is a completely passive activity unrelated to his investment work. 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 platforms, primarily managing assets on a non-discretionary basis.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Morgan Smick is a financial advisor with Gradient Securities, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Gradient Securities in 2023, Smick held positions at Bremer Bank and worked in educational roles at Bethel University and Fairmont Area Schools. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, business entities, and pension plans. The firm emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis, often incorporating third-party managers in its investment approach.

Brandon Cowan is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2014. 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.

John Bussey is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. Outside of his advisory role, he has been involved with several nonprofit organizations, including the InnerCity Tennis Foundation and the Lifetime Foundation. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, incorporating fundamental, technical, and quantitative analysis across a diversified range of investments.

Martin Binn is a financial advisor at Hilltop Securities Inc. in St. Paul, MN, holding Series 63, 65, and 66 licenses with eight years of industry experience. Prior to joining Hilltop Securities in 2019, he worked at TCF Bank from 2017 to 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm employs an open-architecture platform featuring third-party and firm-sponsored investment strategies, combined with custody, banking, and market-making capabilities.

Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. He also has experience working at the University of St. Thomas. 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 emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and utilizing AI-supported tools alongside human oversight.

Andrew Ostlund is a CFP®-certified financial advisor with 20 years of industry experience, currently with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior roles include positions at Ascensus, Securian Financial Services, Homestead Advisers Corp., and Ameriprise. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities, implementing investment strategies through model portfolios overseen by an Investment Committee and supported by multidisciplinary planning resources.