Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a mix of fundamental and technical analysis supplemented by AI tools.

Susan Wieneke is a financial advisor at Simplicity Wealth with 8 years of industry experience. She holds a Series 65 designation and has worked at several firms including Bison Advisors, Truadvice, LLC, and Core Income Advisors. Wieneke is also involved with the Catholic Order of Foresters as an Independent Insurance Agent. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund‑of‑funds investment approach using ETFs, mutual funds, and select individual securities, alongside a managed account platform and technology solutions for other advisers.

Brandon Cowan is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including 12 years with his current firm. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and client approval required for third-party manager selections.

Ryan Williams is a CFP® professional with 17 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, FSC Securities Corp, Guardian, and Park Avenue Securities. Williams is involved in various insurance-related activities, including specializing in HSA and Medicare Supplement products. Great Valley Advisor Group is an SEC-registered, 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, emphasizing individualized portfolio construction and ongoing oversight through both in-house strategies and third-party managers.

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.

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.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 credential with four years of industry experience. He previously worked at Black Line Group for three years and Wipfli LLP for four years. 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 employs both fundamental and technical analysis in constructing portfolios and offers specialized family office services and business consulting, including work with professional athletes.

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.

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.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining JNBA in 2023, he worked at BNY Mellon from 2019 to 2023 and has a background that includes positions outside finance, such as at Ruth's Chris Steakhouse and the University of Central Florida. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, covered-call strategies, and incorporates AI tools alongside fundamental and technical analysis.

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.

Erik Howe is a CFP® professional with one year of experience, currently advising at AdvisorNet Wealth Partners. His prior roles include positions at Advanced Retirement Resources and The Navigators. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and both internal and external management solutions to meet client objectives.

Timothy Evon is a CFP® professional with 33 years of experience in the financial services industry. He is currently with RedHawk Wealth Advisors, Inc., where he has worked since 2023. Prior to joining RedHawk, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is an owner of Great Leap Enterprises, Inc., an S Corporation established for tax purposes. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement-plan services using a structured due-diligence process and risk management tools including Orion Risk Intelligence and a tactical Risk-Guard allocation model.

William Steinbauer is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 38 years of industry experience. He has been with Oak Ridge since 2004 and holds Series 63 and Series 66 licenses. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, primarily managing accounts on a non-discretionary basis with periodic client reviews.

Matthew Scherer is a CFP® professional with 21 years of industry experience, currently serving at Level Four Advisory Services. He has worked with Level Four Financial, LLC since 2019 and previously was with LPL Financial from 2014 to 2021. Outside of his advisory work, Scherer is a board member and president of the Hamel Athletic Club, a youth baseball organization in Hamel, MN. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering fee-only financial planning, asset management, and retirement plan advisory services.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.