Evan Chang is a financial advisor with Focus Financial who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Cetera. He also serves as Chief Compliance Officer at Focus Financial Network, overseeing the compliance and supervisory framework for the registered investment adviser. 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.

Kenneth Kauth is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Harbour Investments and Lakes and Plains Advisors since 2013. Outside of his advisory role, he operates as an independent insurance agent under Lakes and Plains Advisors, including offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Anna Hupert is a financial advisor at Focus Financial with a Series 66 designation and three years of industry experience. She has previously worked at Osaic Wealth and Land O'Lakes, among other organizations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and coordinated estate planning services, supporting both discretionary and non-discretionary management through various investment platforms.

Edward Stober Jr. is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nepsis, Inc. and Choreo, formerly RSM US Wealth Management LLC. 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 advisory services with broker-dealer and insurance activities and offers multidisciplinary planning through its Private Client Services model.

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with Great Valley Advisor Group and LPL Financial since 2016 and was previously with Northwestern Mutual Investment Management from 2013 to 2016. Outside of his advisory role, Laatsch is involved in coaching through NextGen Leadership and is a partner in a tax preparation and consulting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized portfolio construction, ongoing oversight, and use of in-house and third-party strategies, providing discretionary and non-discretionary management along with financial planning and retirement consulting across various platforms.

Bennett Greer is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at MassMutual Central US and First National Bank of Omaha, as well as positions at Creighton University. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory services with multidisciplinary planning via its Private Client Services model.

Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. 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, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

Keaton Duchow is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN. He holds a Series 65 designation and has been with NorthRock Partners since 2020. Prior to his advisory role, his work experience includes positions in retail and manufacturing sectors. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, while integrating private market allocations and utilizing AI-supported tools for portfolio monitoring.

Angela Mhiripiri is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. She has previously worked at Royal Alliance from 2016 to 2020 and has been with Focus Financial since 2016. Focus Financial Network serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services, including portfolio management, asset allocation, and retirement plan consulting, with an emphasis on coordination with other professionals for estate and tax planning.

Richard Reid is a financial advisor with Gradient Securities, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Gradient Securities since 2013 and also owns and operates several other businesses, including Scott Reid CPAs, providing tax and accounting services, and Scott & Sarah Investments, a master franchise for high-end graphic printing. Reid is also treasurer of the nonprofit organization World Link Associates. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, emphasizing non-discretionary advice with client approval required for trade execution.

Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Mutual Advisors, he worked at Principal Financial Services and Principal Life Insurance Company for five years. In addition to his advisory role, he is a partner in an insurance agency and manages administrative operations for a financial services LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment to client objectives.

Elena Dant is a CFP® professional with three years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Minneapolis, MN. She has previously worked at Kestra Financial Inc. and Vector Wealth Management. Outside of finance, she works as a freelance collaborative pianist. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and offers specialized strategies, serving primarily higher-net-worth and institutional clients.

Robert Long Jr. 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. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Thrivent Investment Management Inc and Great Waters Financial. Prior to his financial career, he spent several years in educational roles within school districts and universities. 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 typically constructed with low-cost mutual funds and ETFs, and offers access to independent managers and model portfolios.

Stephen Pascoe is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Country Capital Management Co and Country Trust Bank. Pascoe is also CEO of Inspire Companies LLC, which oversees independent insurance and wealth management businesses. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a range of methods and employs both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.

James Elvestrom is a CFP® with 33 years of experience in the financial industry. He is currently a wealth advisor with Thrivent Advisor Network, LLC and has held prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner in an LLC established to manage business expenses related to his advisory firm and participates in client education for long-term care insurance referrals. 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 and ETFs, and it supports clients with ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Keith Gangl is a CFA® charterholder with seven years of industry experience. He has been with Gradient Investments, LLC since 2018 and previously worked at Thrivent Financial for Lutherans for 24 years. Gradient Investments, LLC provides discretionary investment management to a broad client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a range of discretionary portfolios employing various asset types, including private equity and structured notes.

Katie Grage is a financial advisor at Gradient Securities, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Gradient Advisors, LLC and Thrivent Investment Management, among other firms. Outside of advisory work, she serves as Director of Compliance for RIA Registrar, providing compliance consulting. Gradient Securities, LLC offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement plan advisory services to a range of clients including individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining ongoing performance monitoring.