Kristi Remus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. She has been associated with La Salle St. Securities, Inc. since 1998 and Bridgewater BANK since 1997. LaSalle St. Investment Advisors provides personalized, 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 management programs and is notable for its predominance of non-discretionary assets under management.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. 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, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Karly Wakely is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently an advisor at The Mather Group, LLC, having joined in 2025. Her prior roles include positions at Fisher Investments and Marks Group Wealth Management. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates third-party AI tools under human oversight.

Daniel Hunt is a financial advisor with Redhawk Wealth Advisors, Inc. in Minneapolis, MN, holding a Series 65 credential and 18 years of industry experience. He has been with Redhawk Wealth Advisors since 2008. Outside of his advisory role, Mr. Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and use of third-party signal providers for certain strategies.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, where he worked in various capacities over more than a decade. He is also involved in an accounting and tax preparation business separate from his advisory duties. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, 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 with ongoing portfolio oversight.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and combines advisory, tax/accounting, and insurance services through affiliated entities.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios alongside advisory and managed account platform services for other advisers.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

Chad Bester is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo Advisors. Outside of financial services, he is involved as an investor in several restaurants and businesses, and serves as vice chair of the investment committee at Hamline University, where he participates in discussions on socially responsible investing and endowment management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through a range of programmatic advisory offerings and utilizes tactical asset allocation within model portfolios that include mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Sean Smith is a CFA® charterholder with 15 years of industry experience. He has worked at Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management services to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee, offering diversified portfolios that include ETFs, mutual funds, separately managed accounts, and private investment funds.

Stacy Biermaier is a CFP® with 12 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2010. She holds the Series 63 designation and is based in Bloomington, MN. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers specialized family office services and business consulting for professional athletes, employing a team-based approach and a variety of investment strategies.

Alan Schmidt is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Archer Investment Corporation and The Diamond Group. Outside of his advisory work, he is involved with ECA Marketing NFP and The Financial Fire Marshal, where he markets annuity products to independent insurance agents through a field marketing organization. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. Thaldorf is also the owner and licensed insurance agent of Financially Fit, LLC, a business he has operated since 2011. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies across passive, active, tactical, and blended approaches.

Thomas Pargett is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Boulay Wealth and has held prior roles at firms including Carson Group, BerganKDV Wealth Management, Creative Planning, TD Ameritrade, UBS Financial Services, and Waddell & Reed. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, combining advisory services with integrated tax, accounting, and insurance offerings through affiliated firms.

Andrew Truax is a CFP® with eight years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He previously worked at JNBA Financial Advisors for seven years and Columbia Threadneedle Investments for three years. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a mix of proprietary strategies, third-party managers, and private funds, and offers specialized services including a subscription education product for medical professionals.

David Bremer is a CFP® professional with 28 years of experience in financial advising. He has worked at Boulay Financial Advisors, LLC since 2002 and held roles at Valmark Securities, Inc. and Bfa Holdings, LLC. Bremer operates from Minneapolis, MN. He is part of Boulay Wealth, a firm serving individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Matthew Martinson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Advanced Advisor Group LLC, EFS Advisors, VOYA Financial Advisors, and Capital Street Financial Services. He also provides investment advisory services to Great Valley Advisor Group, Inc., an independent RIA. 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 through a combination of in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Jessica Seifert is a financial advisor at JNBA Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brighton Jones LLC and Lockton Companies LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs a multi-asset investment approach incorporating equities, fixed income, mutual funds, ETFs, and covered-call strategies, and supplements its process with AI tools under formal governance.

Alex Koncilja is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at RMB Capital Management, Orgel Wealth Management, and CUNA Mutual Group. Outside of advisory roles, he has experience working with various community organizations and educational institutions. Curi Capital serves individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management and asset management services. The firm employs a long-term, fundamental approach to equity and fixed income investing, combining in-house strategies with external managers and proprietary risk analysis tools.