Jay Dworsky is a financial advisor with On Investment Management Company in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with The O.N. Equity Sales Company, Wisconsin Financial Advisors, LLC, Ohio National Financial Services, and operates the Dworsky Agency. Outside of his advisory role, he serves as a board member of Fraser, where he contributes to discussions on financial and operational matters. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs that include fee-based planning, third-party investment options, and managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Tate Hullett is a financial advisor at AlphaStar Capital Management with a Series 65 designation. He has been in the industry for one year and has previously worked at PPS Wealth, Principal Preservation Services, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and offers ERISA-related plan services.

David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Oak Ridge in 2019. Outside of his advisory role, he serves as Treasurer for two nonprofit organizations focused on community support and environmental preservation. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial analysis and uses a defined due-diligence process when recommending third-party managers, with most accounts managed on a non-discretionary basis.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Alexander Chan is a financial advisor with Avantax Planning Partners, Inc. based in Saint Paul, MN, holding a Series 66 credential and over 20 years of industry experience. His career includes prior roles at Cetera-affiliated firms, H-Beck, CRI Securities, and Securian Financial Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

Zechariah Schaefer is a CFP® and registered investment advisor with Focus Financial, based in Minneapolis, MN, bringing five years of industry experience. He has worked at various firms including OSAIC and Kaplan Financial Education, where he serves as an instructor for insurance and financial industry training courses. Additionally, he owns and operates Ascent Tax Services LLC, providing tax preparation services, and engages in creating and selling artwork. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized advisory services that include portfolio management, retirement plan consulting, and coordination with legal and tax professionals for estate planning.

Liddy Achter is a financial advisor at Fiduciary Counselling Inc. with 20 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc. for eight years before joining her current firm in 2020. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering both discretionary and non-discretionary investment advisory services alongside accounting, tax, estate planning, and administrative support. The firm utilizes written investment policy statements and model portfolios based on asset allocation and capital market assumptions, and it maintains unique relationships with affiliated trust and investment management companies.

Ryan Dillon is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allianz Life Financial Services and Secured Retirement Advisors. In addition to his advisory role, he is involved in insurance sales through Fundamental Wealth Designs, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a variety of investment products and strategies.

Jonathan Vanorden is a financial advisor at Gradient Investments, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Gradient Investments since 2011. Outside of his advisory role, he is also engaged in insurance sales as a sole proprietor. Gradient Investments provides discretionary investment management to individuals, institutions, and various fiduciary clients through fee-only managed portfolios that include mutual funds, ETFs, equities, and structured products. The firm employs a proprietary investment framework and offers a diverse range of strategic and customized portfolio solutions.

Michael Englund is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Outside of finance, he serves as a fireman with the Hudson Fire Department. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jodi Gibson is a financial advisor at Great Valley Advisor Group, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Cetera Advisor Networks LLC, Voya Financial Advisors, Inc, and Bridge Investment Group Ltd. Outside of her advisory work, Gibson is involved in direct sales with Plexus Worldwide. Great Valley Advisor Group is an SEC-registered multi-team 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 multiple platforms.

Andrew Lang is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 2010. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm uses written investment policy statements and model portfolios based on asset allocation and capital market assumptions, integrating modern portfolio theory with a mix of registered and private investment vehicles.

Andrew O'Neill is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gradient Securities since 2011. O'Neill is also involved in several business ventures, including ownership of O'Neill Asset Management, LLC, and serves as a board member for Community Kids, an inner-city ministry. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm combines advisory services with broker-dealer offerings and routinely utilizes third-party managers in its investment approach.

Christian Nielsen is a CFA® charterholder with 12 years of industry experience. He has been with Fiduciary Counselling Inc. since 2011. The firm advises individuals, trusts, charitable organizations, corporations, and related entities, offering investment advisory services alongside accounting, tax, estate planning, and administrative support. Fiduciary Counselling implements client portfolios based on asset allocation and capital market assumptions, conducting manager due diligence and portfolio administration while maintaining close relationships with affiliated trust and investment companies.

Mathias Beck is a Series 65 licensed financial advisor with Great Valley Advisor Group, LLC, based in Mahtomedi, MN. He has two years of industry experience, including roles at North Point Advisor Group and Highpoint Trading LLC. His background also includes involvement with White Bear Basketball and experience at the University of Minnesota. 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 both in-house strategies and third-party managers.

Gregory Grunsted is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Feltl & Company for 15 years before joining Van Clemens & Co., Inc. in 2017 and its affiliated firm since 2023. Outside of his advisory role, he volunteers with the Minnesota Orchestra Association, making outreach calls to patrons and donors. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance and uses a blend of modern portfolio theory along with fundamental and technical analysis in its investment strategies.

Michael McCullough is a financial advisor at Gradient Securities, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Gradient Securities since 2011. In addition to his advisory role, he operates an accounting practice as a CPA through Michael J. McCullough, Ltd. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients, often utilizing third-party managers and offering a combination of advisory and broker-dealer services.

Jeffrey Sellner is a Series 65 licensed advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2018. He has a total of seven years of industry experience and has been a Principal with CliftonLarsonAllen LLP since 1998. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a strategic asset allocation approach with model portfolios, combining active and passive investment vehicles, and coordinates planning through integrated wealth, tax, estate, and insurance professionals across its parent organization.