John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.

Ross Levin is a CFP® with 13 years of industry experience, currently serving at Accredited Investors Wealth Management in Edina, MN. He has been associated with Accredited Investors Inc. since 1985, spanning over 40 years in total with the firm. Accredited Investors Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management to a diverse client base including individuals, families, trusts, foundations, charitable organizations, and businesses. The firm follows a mean-reversion investment approach managed by an Investment Committee, utilizing a variety of investment vehicles and emphasizes a collaborative, values-driven process with dedicated client teams.

Jina Penn Tracy is a Series 66 licensed financial advisor with 21 years of industry experience, currently with Vanderbilt Advisory Services since 2017. She previously worked at Financial West Group from 2010 to 2017. Outside of her advisory role, she is involved in sustainability and energy sectors, serving as a board member for Fresh Energy and as a business strategy advisor and board member for Renew Power Systems Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.

Steven Schoeder is a financial advisor at Associated Investment Services, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at United Planners Financial Services, Personal Wealth Partners, LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with assets managed predominantly on a non-discretionary basis.

Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. Gradient Advisors, LLC provides 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, managing a platform with approximately $1.39 billion in assets under administration.

Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

Boniface Coelho is a Series 65 licensed advisor with 18 years of experience. He has worked at Redhawk Wealth Advisors, Inc. since 2008 and was previously with Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. Redhawk Wealth Advisors, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Carin Viertel is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, bespoke family office services, and business consulting engagements, including work with professional athletes.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Patrick Osmonson is a financial advisor with Focus Financial Network, Inc. in Bloomington, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with Focus Financial since 2002 and serves as a partner at Edwards & Osmonson LLC, a firm providing accounting and tax services for small businesses and individuals. Outside of his advisory role, he acts as a financial guardian for his elderly father, overseeing his finances and brokerage accounts. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment advisory services and portfolio management strategies tailored to client needs.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Paul Meyer is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory role, Meyer serves as a director of the Trans-Mississippi Golf Association, a charitable organization supporting turf-grass internships at country clubs. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Rebecca Lantzer is a financial advisor at Berger Financial Group with 20 years of industry experience. She holds a Series 63 designation and previously worked at Purshe Kaplan Sterling Investments and Independent Financial Group LLC. Outside of advising, she is a certified notary public and owns a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning and preparation, succession planning, and retirement-plan consulting, utilizing proprietary long-term investment strategies managed primarily on a discretionary basis.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

T Shives is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, including roles at Morgan Stanley Private Bank. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing on model portfolios that utilize tactical asset allocation across various investment vehicles and incorporates insurance and annuity servicing within its advisory services.

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.