Daniel Harrington is a financial advisor with Advisornet Wealth Partners, holding a Series 66 designation and over 17 years of industry experience. He has been with AdvisorNet Wealth Partners since 2012 and is also the owner of Harrington Financial Inc., operating under the DBA Still Waters Planning. Harrington volunteers with Presbyterian Homes & Services, engaging with men's groups on non-investment topics, and serves as secretary/treasurer for the BNI Premier Professionals networking group. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios across equities, fixed income, mutual funds, and ETFs, utilizing both discretionary and non-discretionary management approaches.

Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.

Timothy Brown is a CFP® and CFA® charterholder with 14 years of industry experience. He has been with Mission Wealth Management, LP since 2025, following a 23-year tenure at Brown Wealth Management, LLC, an entity he owns primarily for tax purposes. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients, offering wealth management, portfolio management, financial planning, and retirement plan services through a tiered, customized service model. The firm emphasizes long-term investment strategies using a range of assets including ETFs, mutual funds, alternative investments, and may employ third-party sub-advisors.

Craig Johnson is a financial advisor at CL Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cabot Lodge Securities, SB Advisory, LLC, and IFS Securities prior to joining CL Wealth Management. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Seth Hansvick is a CFP® and ChFC® with 12 years of industry experience. He is currently with Great Valley Advisor Group, LLC and was previously affiliated with LPL Financial and Thrivent Financial, including Thrivent Investment Management, where he worked for 11 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides 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.

Kristi Sanz is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 designation and 18 years of industry experience. She has previously worked at Cambridge Investment Research and Purshe Kaplan Sterling Investments. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary, long-term investment strategies developed by an Investment Committee.

Keith Severson is a financial advisor with Lifeworks Advisors, LLC in Maple Grove, MN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Strategic Wealth Group Registered Investment Advisor, Fiduciary Management Group, and Griffin Capital Securities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Daniel Gustafson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes extensive tenure at Securities America Advisors and LPL Financial. Gustafson also operates his own financial services business. Great Valley Advisor Group is a multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. 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.

Mark Johnson is a financial advisor at Advisory Solutions Group with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including RBC Capital Markets and LPL Financial. Johnson is also involved with Wealth Enhancement Advisory Services as a registered administrator. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other registered investment advisory firms and constructs diversified portfolios using quantitative, momentum, and fundamental analysis.

Joseph Butorac is a financial advisor with Harbour Investments, Inc. based in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments and Butorac, Johnson & Associates since 2001. In addition to his advisory role, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing both fundamental and technical analysis to create customized strategies across various asset classes, with ongoing account monitoring and model-based solutions.

Ronald Machtan is a financial advisor with KCD Financial, Inc. in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with KCD Financial since 2006 and is also the owner of Master-Bait Co., a business focused on fishing lures, clothing, and related novelties. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations, with approximately $182.6 million in assets under management and 27 advisors. The firm employs a variety of analytical methods and investment strategies, often operating under non-discretionary advisory relationships, and offers access to third-party management programs.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Robert Mc Hattie is a financial advisor with Advisornet Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services and has been affiliated with AdvisorNet Wealth Partners since 2012. Outside of financial services, he serves on the board of the Saint Paul Association for Community Soccer and works as a gardener at Oak Marsh Golf Course. 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, and incorporates sub-advisors, independent managers, and internal model portfolios to implement client objectives.

Ian Schrup is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Redhawk Wealth Advisors, Inc. Outside of finance, he is involved with H&B Specialized Products, where he assembles and installs school lockers, athletic equipment, and stadium seating. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios to implement client strategies and offers alternative and private investment options to eligible clients.

Chad Norling is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with AdvisorNet Wealth Partners and has held roles at Executive Financial Services, Inc. since 1997, as well as at Cetera and Cetera Wealth Services. Outside of advising, he serves as president of Norling Financial Services. 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, ETFs, and may allocate to sub-advisors or internal model portfolios.

David Bakker is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and provides integrated advisory, tax, and insurance services through its affiliated companies.

Justin Gervais is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at AdvisorNet Wealth Partners. He has worked at firms including RBC Capital Markets and City National Bank. Outside of advising, he is involved in property maintenance through GHS Development LLC. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.

Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting, employing proprietary long-term investment strategies with fundamental analysis.

Mark Pletts is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Waypoint Capital Advisors, LLC for nine years. Outside of his advisory work, he serves as a board and executive committee member for Matter NGO, a nonprofit focused on community improvement. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.