Steven Neutzling is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at CliftonLarsonAllen LLP and Lyft. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by model portfolios and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Thomas Walsh is a CFP® professional with nine years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He is part of a firm with a long-standing presence since 1990 and a team of 18 advisors. Fiduciary Counselling Inc. provides investment advisory services to individuals, trusts, charitable organizations, corporations, and related family entities, offering both discretionary and non-discretionary portfolio management alongside accounting, tax, estate planning, and administrative services. The firm utilizes modern portfolio theory and a combination of registered and private investment vehicles, supported by integrated trust company services and subadvisory relationships.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. 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, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

Kyle Molin is a CFP® professional with 28 years of experience in financial advisory services. He is currently with Thrivent Advisor Network, LLC and has worked extensively within Thrivent-affiliated firms since 2002. Outside of his advisory role, Molin serves as treasurer and board member for the Mount Westonka Girls Hockey Booster Club. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, using diversified investment approaches that include mutual funds, ETFs, individual securities, and alternative investments.

Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Michael Ross is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Clemens and its predecessor firms since 2002. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a variety of methods, including modern portfolio theory and third-party managers, and offers services ranging from retirement plan consulting to fee-based insurance products.

Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment process integrating fundamental, technical, and quantitative analysis, and is involved in managing pooled investment vehicles and private fund structures.

Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. 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 through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. 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, financial planning, and retirement-plan consulting, employing a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

James Donnelly is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Donnelly has been with Focus Financial Network and OSAIC since 2006. Outside of his advisory role, he serves as Vice-President for Membership of the Midland Toastmasters Club and is a member of his church’s musical ministry committee. He also serves as a trustee for a family trust and is an alumni board member of Hill-Murray School, where he participates in a Financial Fitness committee. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Drew Sonnenberg is a financial advisor at O.N. Investment Management Company with Series 65 credentials and less than one year of industry experience. His background includes roles in the financial services sector as well as various positions related to hospitality and recreation. O.N. Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes a dual-registration model combining advisory and broker-dealer activities.

Gary Livingston is a ChFC® with 44 years of industry experience. He is associated with ON Investment Management Company and has worked at The O.N. Equity Sales Company since 2002 and Fortis Investors, Inc. since 1995. Livingston serves on the Economic Advisory Board for the City of Oakdale, providing guidance on economic growth issues. ON Investment Management Company is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options including comprehensive plans and access to third-party investment programs.

Elizabeth Thayer is a CFP® with 24 years of industry experience. She is a partner and wealth advisor at Thrivent Advisor Network, LLC, where she has worked since 2018, and previously held roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is involved in fixed insurance sales and long-term care referral education. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing a range of investment vehicles including mutual funds, ETFs, and alternatives.

Timothy Kaley is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and nine years of industry experience. He has been with Gradient Advisors since 2017 and is also the owner of Kaley Financial Group, LLC, where he provides wealth management, retirement planning, and insurance sales. Kaley is a member of the Twin Cities North Chamber of Commerce, assisting in business promotion. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Benjamin Johnson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. Before joining the financial sector, he worked for seven years with the Minneapolis Police Department and has maintained ownership of Heritage Embroidery since 2004. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

James Mertz is a Certified Financial Planner (CFP®) with 45 years of industry experience. He is currently a financial advisor at Focus Financial Network and has previously worked at LPL Financial and SII Investments, Inc. Outside of his advisory role, he owns Mertz Wealth Strategies, a business focused on income tax preparation. Focus Financial Network serves a diverse clientele, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and coordinates with external professionals for estate planning and tax implementation, providing a comprehensive advisory platform.

Paula Reynolds is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with firms including BrightPath Financial and Questar Capital Corporation. Outside of her advisory role, she is an ordained minister who officiates wedding ceremonies on a limited basis and serves as an active volunteer with the Woodbury Days Council and Eagle Brook Church. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities. The firm combines advisory services with technology solutions and operates a third-party asset management platform, providing portfolio management, retirement plan services, and model portfolios with ongoing monitoring and rebalancing.

Michael Pohl is a CFP® with 10 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. Based in Minneapolis, MN, he holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance offerings, employing strategic asset allocation via model portfolios and integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Cheryl Ober is a CFP® with seven years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC in Minneapolis, MN. She previously worked at Torchlight Financial Advisors and Garrett Investment Advisors, LLC. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and conducting regular portfolio reviews.