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 Mc Ginley is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Cetera Advisor Networks LLC. He operates out of Minneapolis, MN, and divides his time between serving as an investment advisor representative and a registered representative. Thrivent Advisor Network, LLC provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm focuses on long-term, customized asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Osni Ferreira Filho is a CFP® professional with seven years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2022. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. Since 2019, he has worked as an independent insurance agent and, beginning in 2022, has provided consulting services on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and sub-advisory support, employing multiple investment programs and combining firm model portfolios with third-party strategist models and values-based portfolios.

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 in Minneapolis, MN, with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Curi Wealth Management LLC and SharpVue Capital, LLC. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing, using both discretionary and non-discretionary management and incorporating alternative private-market investments when appropriate.

Melissa Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 21 years of industry experience. She has held positions at Purshe Kaplan Sterling Investments, North Oaks Financial Group, and Thrivent Financial for Lutherans. Webb also serves as a Client Coordination Manager, focusing on client coordination and process development. Thrivent Advisor Network, LLC provides advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisors. The firm emphasizes a long-term investment approach, offering customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while working closely with clients to monitor accounts and achieve financial goals.

Eric Christofferson is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing a range of investment vehicles including low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary portfolio management and financial planning services.

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.

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 19 years of industry experience. He has held roles at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC, where he serves as president. Outside of advisory work, he is involved in agricultural operations through Paradise Farms, LLC, participating in strategic planning and day-to-day farming activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations, offering customized portfolio management and financial planning. The firm emphasizes a long-term investment approach using low-cost funds, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

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.

Robert Sandison is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Focus Financial Network and OSAIC since 1995. Outside of his advisory role, he serves as president of Peregrine Financial, Inc., a Subchapter S corporation. Focus Financial Network 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 with a range of managed account services, financial planning, and retirement consulting.

Josue Castillo Sr. is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1995. Castillo also serves as CEO of Focus Advisors 2010, a corporation established for tax purposes related to his securities business. 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, investment access, retirement consulting, and financial planning services.

Peter Taurinskas is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Mutual Trust Asset Management, Inc., Mutual Trust Co. of America Securities, and operating as a sole proprietor. He is also the owner of Ten Point Wealth Management, LLC, which provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisor representatives across 154 offices and manages nearly $1 billion in assets on its platform, typically providing portfolio services on a non-discretionary basis with tailored strategies using fundamental, technical, and cyclical analysis.

Adam Thielen is an Investment Advisor Representative at Avantax Planning Partners, Inc. with three years of industry experience. He also leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has worked for over a decade providing CPA services in tax compliance and financial advisory. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated advisory and consulting services.

Jenna Wolff is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments and Ameriprise, along with several years working in public schools. Outside of her advisory work, she serves as a banquet server at Woodhill Country Club. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and it operates as part of the broader Thrivent group.