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.

Thomas Carlson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Wedbush in 2022, he worked at Ameriprise Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in various activities including providing entertainment and printed materials to senior living communities and assisting with local theatre publicity. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer functions with capital markets, custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Brady Arnett is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Northwestern Mutual Investment Services LLC and Brian Eder. OnePoint BFG Wealth Partners 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 utilizes a blend of third-party managers, proprietary investment models, and technology-driven operational support to deliver both discretionary and non-discretionary portfolio management.

Denise Falbo is a CFP® professional with two years of experience at CliftonLarsonAllen Wealth Advisors, LLC. She previously worked at MAP Retirement USA LLC for three years and CliftonLarsonAllen LLP for seven years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to 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, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Vincent Ruud is a financial advisor at Prosperity - An EisnerAmper Company based in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has worked at Prosperity and DAI Securities since 2023, following a three-year tenure at Ameriprise. Prosperity serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation, diversification, and utilizing third-party managers and technology platforms to support its offerings.

Noah Marell is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at The Mather Group, LLC, Creative Planning, LLC, and Wipfli Financial Advisors. Outside of his advisory work, Marell serves as president of the board of directors for Beth El Synagogue in St. Louis Park, Minnesota. Aprio Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading strategies, offers both discretionary and non-discretionary management, and supports clients with financial planning and consulting services.

Suzanne Klapperich is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. Outside of her advisory role, she is involved in administrative duties supporting advisors at AdvisorNet Insurance, focusing on life, health, disability, and annuity products. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting services. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including option overlays and ERISA fiduciary services for institutional clients.

Erik Henschell is a financial advisor at Focus Financial with six years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Focus Financial Network and OSAIC in 2023. 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, and coordination with other professionals for estate planning and legal or tax implementation.

Charles Anderson is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at OSAIC since 2023 and was previously with Royal Alliance Associates, Inc. from 1999 to 2023. Anderson has been affiliated with Focus Financial Network, Inc. since 1999. 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 a range of investment management and financial planning services.

Kristin Bilden is a CFP® with five years of industry experience, currently serving as an advisor at NorthRock Partners, LLC in Minneapolis, where she has worked since 2013. She holds a Series 63 license and focuses her practice within a multi-team firm environment. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Michael Schumacher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc. Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial data collection and primarily manages accounts on a non-discretionary basis with periodic reviews.

Rebecca Garza is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at CliftonLarsonAllen since 2019, following six years at Pinnacle Advisory Group. CliftonLarsonAllen Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and business succession advisory, utilizing a strategic asset allocation approach with both active and passive investment vehicles.

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary portfolio models and third-party managers, with most assets managed on a discretionary basis.

Anthony Cameranesi is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his advisory career, he was a professional hockey player for six years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities, using a tailored investment approach focused on broad asset allocation, diversification, and periodic rebalancing. The firm integrates private market investments and leverages AI tools to support tax-aware investing and portfolio monitoring while maintaining human oversight.

Tracey Simonson is a CFP® with 36 years of industry experience, currently serving at Focus Financial since 2009. She also holds the position of President at Cameron Financial Corporation, a business bookkeeping and tax firm. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Matthew Larson is a CFA® charterholder affiliated with NorthRock Partners, LLC in Minneapolis, MN. He has four years of industry experience, including prior roles at The Servion Group, Rock'n Dough, and Green Mill. 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 combining broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and using AI-supported tools alongside human oversight.

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners provides comprehensive wealth management and advisory services to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates asset allocation, diversification, private market investments, and advanced tools for tax-aware investing and risk assessment.

Elle Smits is a CFP® affiliated with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with three years of industry experience. Prior to joining CliftonLarsonAllen in 2023, she held positions at the University of Wisconsin-Madison, Wipfli Financial, and Sand Valley Golf Resort among others. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers a multidisciplinary planning approach supported by its parent company, CliftonLarsonAllen LLP.

Nicholas Taylor is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked within the Thrivent organization since 2007, including roles at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Taylor is also the owner of an affiliated retail investment advisory firm, TM3 Wealth. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach is long-term focused, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by ongoing client monitoring and formal reviews.