Daniel Swenson is a financial advisor at Balefire, LLC with a Series 65 designation and over 15 years of professional experience. Prior to joining Balefire in 2025, he worked at IMEG Consultants and Horizon Virtual, and spent 14 years at CentraCare Health. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Theodore Contag is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His career includes roles at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc., among others. He serves on the boards of Fresh Energy, an environmental nonprofit, and the Steen Family Foundation, a private charitable organization. He is also an owner and vice president of Ernst & Andrew, LLC, a holding company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations, emphasizing customized, long-term asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm operates as part of the broader Thrivent group, offering integrated investment and insurance product options while maintaining oversight through third-party custodians.

Jeffrey Schlicht is a CFP® with 21 years of industry experience, currently serving with Level Four Advisory Services. He has worked at Level Four Financial, LLC since 2014 and previously at LPL Financial from 2014 to 2021. In addition to his advisory role, he is involved with Level Four Insurance Services as an agent. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering fee-only financial planning and asset management tailored to client needs.

Kurt Baldry is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is also involved in the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

Elliot Risbrudt is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as a voting board member of his family foundation, the Risbrudt/Eian Charitable Trust. 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 emphasizing asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations where appropriate.

Jeffrey Ramsey is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for 17 years and Lifetime Financial Advisors for 19 years. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Fredrik Borstad is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2010 and is involved in several business activities, including operating Waterfront Financial Group, LLC and owning Succession Strategies Group (BOSS GROUP). Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and due diligence on third-party advisers.

Travis Hansberger is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial For Lutherans and Thrivent Investment Management for 13 years before joining Great Valley Advisor Group and Millstone Wealth Management. Hansberger serves on the finance committee of Groves Academy, an independent day school for children with learning disabilities and attention disorders. Great Valley Advisor Group is a 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 through a network of approximately 190 advisors.

Lisa Walt is a financial advisor at Larson Financial Group, LLC, with six years of industry experience. She holds the Series 66 designation and previously worked at Counsel Wealth Management, Inc. from 2015 to 2020. 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 mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and it offers formal pension-consulting services alongside affiliated broker-dealer and private-equity activities.

Kenneth Lachance is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding a Series 66 credential and four years of industry experience. He previously worked at Wells Fargo Clearing for 32 years before joining Associated Investment Services and Associated Bank. Outside of advisory work, he is involved in a real estate investing business through CHANCE4PROPERTIES, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs implemented by third-party managers and its affiliate Kellogg Asset Management, delivering advisory services mainly through the Envestnet/NFS platform.

Samuel Wade is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors LLC and LPL Financial. Outside of advisory roles, he has experience in real estate and hospitality sectors, having worked at firms including Patriot Realty and Spring Hill Golf Club. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jonathan Dennison is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 credential and 10 years of industry experience. He has been affiliated with Focus Financial Network since 2013 and Osaic since 2015. Dennison is also the owner of New Liberty Wealth LLC, a personal LLC that manages his revenue streams separately from his advisory firm. 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, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Derek Wiitala is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC in Minnetonka, MN. He has prior experience working at Endeavr Financial Planning & Wealth Management, Isthmus Partners, and Reinhart Partners, as well as the University of Wisconsin-Madison. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies, and provides financial planning and retirement-plan consulting through a large network of approximately 190 advisors.

Derek Hagen is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. He previously worked at Money Quotient and holds a long-term association with Meaningful Money, which he has been involved with since 2017. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and utilizes both in-house and unaffiliated sub-advisers for specialized portfolio management.

Richard Koch is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2019 and previously spent more than two decades with Principal Life Insurance Co and Princor Financial Services Corporation. Outside of investment advising, he is a licensed insurance agent specializing in life, disability, and long-term care insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, high-net-worth clients, institutional investors, trusts, and retirement plans, employing a blend of passive and active investment strategies tailored to client objectives.

Clifton Ross is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Guardian Capital Management and Guardian Wealth Strategies, among other firms. Ross is also the owner of American Heritage Group, LLC, an insurance sales and services business based in Minneapolis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Christopher Mc Grann is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at IMST Distributors, U.S. Bancorp Investments, US Bank, and Sanford C. Bernstein & Co. He is based in Minneapolis, MN. Riverbridge Partners is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process and manages strategies that include Enhanced Income portfolios, serving a broad client base that includes sovereign wealth funds and other institutional investors.

Brian D'orazio is a CFP® and CFA® with 21 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. 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 combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Erik Howe is a CFP® professional with one year of experience, currently affiliated with AdvisorNet Wealth Partners. His prior experience includes roles at Advanced Retirement Resources and The Navigators. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management options.

Alec Finn is a financial advisor at Oxford Financial Group, Ltd. based in Minneapolis, MN, with a Series 65 credential and two years of industry experience. His prior work includes positions at SRS Acquiom and US Bank, as well as service in the U.S. Navy from 2011 to 2019. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes through dedicated investment teams.