Travis Busch is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Thrivent Financial, Mutual of Omaha Insurance Company, Ameriprise Financial Services, and Guardian Life. Outside of his advisory work, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Nathaniel Wisely is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC. Outside of his advisory work, he serves as Chair of the Search Committee for Director of Youth Ministries at Valley Evangelical Free Church. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios.

Sean Huntley is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CliftonLarsonAllen Wealth Advisors since 2005, alongside 15 years at Valmark Securities, Inc. Prior to his current role, he spent significant time at these firms based in Minneapolis, MN. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory and asset management services along with financial, estate, and business succession planning. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach through firm-constructed model portfolios overseen by an Investment Committee.

David Hynes is a financial advisor at Focus Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with OSAIC since 2001. He serves as co-trustee for a family trust, managing assets and trust administration alongside his sister. 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 discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning services.

Jed Magstadt is a financial advisor at Northrock Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Northrock Partners since 2017, following a one-year tenure at Pacific Point Advisors, LLC. He maintains a current Minnesota insurance license for Accident & Health, Life, and Variable Contracts. 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 emphasizing diversification, broad asset allocation, and periodic rebalancing, incorporating private market allocations and automated tools alongside human oversight.

Peter King is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 41 years of industry experience. He has held securities licenses Series 63 and Series 65. Prior to joining Oak Ridge in 2022, he worked for Colliers Securities LLC for 14 years. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

Andrew Wixon is a CFP® professional with 16 years of experience in financial advising. He is currently with Berger Financial Group and has previous experience at Gardner Financial Services Inc and Wixon Advisors. Outside of his advisory work, he serves as Director of Finance for Bookstore Movers. Berger Financial Group provides wealth management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm uses proprietary, fundamental analysis-based investment strategies and offers discretionary portfolio management alongside tax and succession planning services.

Matthew Quinn is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial for over 16 years and Personal Wealth Partners, LLC for six years. Outside of advisory roles, he maintains a small farm operation and serves as a notary. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing a mix of in-house strategies, third-party managers, and sponsored platforms to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Tyler Loch is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has eight years of industry experience, including roles at Alerus and Bremer Bank prior to joining CliftonLarsonAllen in 2018. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and integrated multidisciplinary planning.

Jeffrey Thorup is a CFP® with 35 years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He has been associated with OSAIC and Focus Financial Network, Inc. since 1995. Thorup also serves as President of Thorup Financial Services, Inc. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporations. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and legal or tax implementation.

John Bina is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been associated with Osaic and Focus Financial Network since 1994. 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 managed accounts, retirement plan consulting, and financial planning services with a diverse range of investment strategies and products.

Matthew O'Connell is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has roles at Thrivent Investment Management and Thrivent Advisor Network d/b/a Parable Wealth Partners. Outside of his advisory work, he is the owner of Storyline, LLC, a non-investment-related business. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, supports ongoing account monitoring, and combines related household accounts for review.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor with CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at Carlson Capital Management, Private Client Services, Affiance Financial, Cetera Advisor Networks, and Ameriprise. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, combining fiduciary RIA services with broker-dealer and insurance activities. The firm utilizes a strategic asset allocation approach through firm-constructed model portfolios and multidisciplinary planning coordinated with its parent company.

Karen Wegner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked with CliftonLarsonAllen since 2018 and previously held roles at LPL Financial, LLC and The Priebe Group LLC. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed model portfolios along with third-party programs, integrating multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Michael Follese is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Princor Financial Services Corporation and Principal Life Insurance Company for 32 years. Follese also operates an independent insurance sales business focused on life and health insurance. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its institutional work and range of advisory services.

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Modus Advisors, Somerset Group, and Northwestern Mutual. He is also a Minnesota-licensed life, accident, and health insurance agent. 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 that includes diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and portfolio monitoring.

Larissa Pettit Stentz is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at The Oak Ridge Financial Services Group since 2008 and previously at UBS Financial Services and Piper Jaffray Inc. since 1998. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

Lauren Brauer is a financial advisor at Focus Financial with a Series 66 designation and five years of industry experience. Prior to joining Focus Financial Network, she worked at Northwestern Mutual and Royal Alliance Associates. Outside of her financial advisory work, she coaches youth volleyball through the MN Select Volleyball Club in Minneapolis. Focus Financial serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized investment advice and comprehensive financial planning, with an emphasis on coordination with other professionals for estate planning and related legal or tax services.

Bennett Lang is a financial advisor with Focus Financial who holds a Series 66 designation and has 11 years of industry experience. He has been with Focus Financial since 2015 and is also affiliated with OSAIC. Outside of his advisory role, Lang provides notary services as needed. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account solutions, retirement plan consulting, and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.