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.

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.

Taylor Sundeen is a CFP® professional with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His prior roles include positions at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, Great Waters Financial, and his work as a real estate agent at Realty Group, Inc. outside the investment industry. AdvisorNet Wealth Partners serves a diverse client base including individuals, trusts, corporations, and qualified plans, offering investment management, financial planning, and retirement consulting. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and various external and internal managers to meet client objectives.

John Dritz is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Focus Financial and OSAIC since 1996 and serves as a board member for Focus Financial, participating in company governance and committee activities. 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 plan consulting, and financial planning services.

Bradley Weber is a financial advisor at Aspiriant, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm employs customized investment programs informed by internal Capital Market Expectations and offers a range of investment options including third-party managers, ETFs, and private investments.

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.

Steven Powers is a financial advisor at Elevation Point Wealth Partners, LLC, with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial and Innovation Partners LLC. Powers is also the owner of Legacy Investments & Insurance Services Inc., where he remains active. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and third-party manager integration, incorporating insurance distribution and annuity servicing into its advisory services.

Geoffrey Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been with AdvisorNet Wealth Partners since 2012. Outside of his advisory roles, he serves as a director for the Minnesota Golf Association. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing multiple asset types and offers both discretionary and non-discretionary management services.

Trevor Campbell is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. His career includes roles at LPL Financial, Northwestern Mutual Investment Services, Brady Lindemann, and Prudential. Outside of advising, he works as a bartender for Levy Restaurants. 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 investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

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.

Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.

Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.

Walter Bomgren is an investment advisory representative with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as treasurer and president of committees at North Heights Lutheran Church. 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 constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, incorporating sub-advisors and internal models, and offers both discretionary and non-discretionary management solutions.

Aaron Harwood is a Series 65-licensed advisor with Great Valley Advisor Group, LLC, based in Minnetonka, MN, and has two years of industry experience. His prior work includes positions at DSB Rock Island Wealth Management and ARH Financial LLC, along with nearly a decade at Fairview Health Services. Outside of advisory work, he is involved in several real estate investment ventures as a managing partner and proprietor. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and oversight, utilizing a range of in-house and third-party strategies along with ongoing due diligence and monitoring to align with client objectives.

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.

Patrick Scherven is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Advisor Group LLC since 2006 and EFS Advisors since 2003. Scherven Financial LLC is a pass-through entity established for tax purposes related to his services with EFS Advisors. 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 investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Michael Gustafson is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Focus Financial Network since 1997. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as power of attorney for his mother in managing his late father’s estate. 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 investment management and financial planning services tailored to client needs.

Grace Hennen is a financial advisor at Savvy with two years of industry experience and holds a Series 66 designation. She has worked at several firms including Osaic Wealth Inc and Focus Financial Network Inc. Outside of her advisory role, she is a Financial Planning Associate at Perspective 6 Wealth Advisers, providing financial planning services under a marketing name. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools and specialized strategies.

Aaron Peloquin is a CFP® professional based in Minneapolis, MN, with eight years of industry experience. He currently works at Savvy and has prior experience with firms including DFPG Investments, Strong Tower Advisory Services, and Cetera Advisor Networks. Peloquin serves as treasurer for Fishing with Vets and is a board member of the American Cancer Society of Minnesota. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.