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.

Taylor Hubert is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. Prior to joining LaSalle St., he worked at United Health Group for three years and KPMG LLP for six years. Outside of his advisory role, he is involved in fixed insurance activities associated with Bridgewater Bank. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets in its portfolio management.

Thomas Walsh is a CFP® professional with nine years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He is part of a firm with a long-standing presence since 1990 and a team of 18 advisors. Fiduciary Counselling Inc. provides investment advisory services to individuals, trusts, charitable organizations, corporations, and related family entities, offering both discretionary and non-discretionary portfolio management alongside accounting, tax, estate planning, and administrative services. The firm utilizes modern portfolio theory and a combination of registered and private investment vehicles, supported by integrated trust company services and subadvisory relationships.

Marie Kata is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Edina, MN, holding Series 63 and Series 65 credentials with 33 years of industry experience. She has worked with LaSalle St. Investment Advisors since 2006 and LaSalle St. Securities since 2001. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including the LaSalle St. Asset Management Program (LAMP), and manages a predominance of non-discretionary assets.

Justin Dering is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. His prior roles include positions at Fortune Financial, Integrated Equity Management, and Minnesota Life Insurance Company. He is a partner in a life insurance partnership related to Peak Design, a non-investment business activity. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Drew Sonnenberg is a financial advisor at O.N. Investment Management Company with Series 65 credentials and less than one year of industry experience. His background includes roles in the financial services sector as well as various positions related to hospitality and recreation. O.N. Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes a dual-registration model combining advisory and broker-dealer activities.

Gary Livingston is a financial advisor with ON Investment Management CO in Eagan, MN, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with The O.N. Equity Sales Company and Fortis Investors, Inc. since the mid-1990s. Outside of his advisory role, he serves on the Economic Advisory Board for the City of Oakdale, providing guidance on economic growth issues. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes both discretionary and non-discretionary management approaches and is notable for its dual-registration model combining advisory and broker-dealer activities.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Curtis James is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bear Market Financial Services, LLC, Jacobs Financial Services, Financial Independence Group, Inc, and The Revolution FMO, LLC. Outside of his role at Impact Partnership Wealth, he serves as president of Bear Market Financial Services, where he meets with clients to discuss their needs and retirement goals. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Eva Wilson is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Encompass Wealth Advisors and Panoramic Financial Solutions, both Ameriprise Financial firms. Outside of finance, her background includes roles at Bellin Health, Xperience Fitness, Titletown Brewing Co., and Concordia University. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm uses a multi-asset approach with fundamental and technical analysis, employs AI tools within a formal policy, and provides customized family-office services alongside discretionary portfolio management and financial planning.

Joshua Ask is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience with Sentient Wealth Group, EFS Advisors, and Map South Hockey. He has also worked in educational roles at the University of St. Thomas and Farmington High School. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers.

Cheryl Ober is a CFP® with seven years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC in Minneapolis, MN. She previously worked at Torchlight Financial Advisors and Garrett Investment Advisors, LLC. 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, often engaging third-party managers and conducting regular portfolio reviews.

Matthew Heilmer is a financial advisor at Boulay Wealth with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Boulay Financial Advisors in 2021, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling 14 years in those firms. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach overseen by Investment Selection and Strategy committees, focusing on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated tax and insurance firms.

Ruth Miller is a financial advisor at Continuum Advisory, LLC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and LPL Financial LLC. In addition to her advisory role, she serves as Compliance Manager at Continuum Advisory, providing supervision and operational support. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm utilizes a range of investment vehicles and offers tailored solutions through a network of independent advisors, managing over $1.4 billion in assets.

Marie Williams is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes.

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He previously worked at Merus Global Investments for five years and Winthrop Wealth Management for two years. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting, using multi-asset portfolios with equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis and AI tools.

Windjammer Wealth Advisory provide individuals, couples, and families with highly personalized financial guidance built around their lives, priorities, and aspirations. By bringing together comprehensive financial planning, customized investment management, retirement and tax strategies, and estate and legacy considerations, we help clients see the bigger picture and make thoughtful decisions with confidence. Our approach is personal, proactive, and grounded in a trusted relationship with an experienced advisor who understands where you are today and helps you chart a clear course toward the future you envision. Johannes Fure, CFP®. As a personal wealth advisor, I’m passionate about helping individuals and families make confident, well-informed financial decisions—no matter their stage in life. Whether you're just starting out, building wealth, or preparing for retirement, I believe that everyone deserves a clear plan and a trusted guide. I take the time to understand what matters most to you, so we can chart a financial course that aligns with your goals and values. Helping clients grow, protect, and enjoy their wealth is more than my profession—it’s my calling. Let’s work together to turn your financial possibilities into a well-planned future.

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.