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.

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.

Scott Mullinix is a Senior Financial Advisor and Investment Director at Focus Financial with 23 years of industry experience. He has been with Focus Financial Network, Inc. since 2017 and previously worked at TIAA CREF. Mullinix is also a partner in Bergstrom Financial Group LLC and president of Mullinix Investment Management LLC. 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, providing a range of managed account services, retirement plan consulting, and financial planning.

John Oberg is a CFP® professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1992. Fiduciary Counselling Inc. advises individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory services alongside accounting, tax, estate planning, trust and charitable administration, and various administrative offerings. The firm employs a structured investment approach based on written policy statements, asset allocation, and capital market assumptions, and operates in conjunction with affiliated trust and investment management companies.

Casey Arends is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation. He joined the firm in 2026 and has prior work experience at Fairview Health Services beginning in 2015. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional investment management with digital-asset advisory services and offers specialized services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Joan Carroll is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and is also involved in managing Carroll Property Management, a business she owns jointly with her husband. Additionally, she serves as a board member for the Wisconsin Rapids Convention and Visitors Bureau. 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 firm-constructed model portfolios and integrates multidisciplinary planning through collaboration with CliftonLarsonAllen LLP.

Jeffrey McGinley is a financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Thrivent Advisor Network and Thrivent Investment Management in 2025, he worked at CETERA Advisor Networks LLC and Securian Financial Services, Inc. He conducts business primarily as an investment advisor representative and also serves as a registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s approach includes long-term portfolio construction using diversified assets such as mutual funds, ETFs, individual equities, bonds, and alternative investments, along with access to independent managers and model portfolios.

Osni Ferreira Filho is a financial advisor with Eversource Wealth Advisors, LLC, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Since 2022, he has consulted on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm offers multiple investment platforms and emphasizes investor profiling and values-based strategies, including a private markets platform and stewardship planning.

Samuel Wilczek is a financial advisor at Focus Financial in Minneapolis, MN. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Focus Financial, he worked briefly at Ameriprise - Alacrity Wealth Advisors and has experience working outside the industry. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides managed account services and financial planning, emphasizing personalized investment advice and coordination with other professionals for estate planning and related legal or tax matters.

Cameron Rosenow is a financial advisor at NorthRock Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Curi Wealth Management, SharpVue Capital, Morgan Stanley, and Morgan Keegan & Company. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, and private market allocations, using Independent Managers and AI tools alongside human oversight.

Melissa Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Thrivent Financial for Lutherans and its related entities since 2004 and has been associated with North Oaks Financial Group since 2011. Webb is based in Minneapolis, MN. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds, ETFs, and a variety of other investment options, while offering ongoing portfolio management and access to independent managers.

Eric Christofferson is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His previous roles include tenures at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. He has been with Thrivent Advisor Network since 2021. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified, long-term portfolios using a variety of investment vehicles and offers both internal portfolio management and oversight of independent managers.

Laura Basballe is a financial advisor with Focus Financial Network, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Focus Financial Network since 1997 and also has a background with Royal Alliance Associates and JEC Miller Inc. In addition to her advisory work, she owns The Basballe Group, Inc., which provides tax preparation, tax planning, and accounting services. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored through individualized investor profiles.

Jesse Bergland is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding CFP® and ChFC® designations with 23 years of industry experience. He previously worked with Northwestern Mutual in various roles from 2002 to 2026. Outside of advisory work, he is the sole owner of JBWI Holdings, LLC, a non-investment related business entity. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian programs, with a majority of assets managed on a discretionary basis.

Dylan Aeikens is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Focus Financial Network since 2017 and previously held roles at Royal Alliance Associates and HD Vest. Outside of his advisory work, he owns WEP Inc., an S-Corp established for his financial planning practice. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, 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.

Brian Mckibban is a CFP® with 19 years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen Wealth Advisors since 2016 and CliftonLarsonAllen LLP since 2019. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm integrates fiduciary RIA services with broker-dealer and insurance activities and offers multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Loren Van Patten is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. Van Patten is president of Ernst & Andrew, LLC, which has majority ownership of Storyline, LLC, where he also serves as owner and CEO. Additionally, he is involved in agricultural operations through Paradise Farms, LLC, managing farming activities and overseeing strategic planning. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside access to independent managers and model portfolios.

Jenna Shermoen is a financial advisor with Riverbridge Partners, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at RBC Capital Markets and various financial and client service firms. She serves on the board of trustees and finance committee for Avenues for Youth, a Minneapolis-based nonprofit. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and investment companies. The firm employs an investment-centric growth equity process and manages multiple pooled vehicles, with a range of institutional relationships and performance-based fee arrangements.

David Peck is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has previously worked at OSAIC, Charles Schwab, and LPL Financial. Outside of his advisory role, he is a drummer in a hobby band. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing diverse strategies and investment vehicles tailored to client needs.