Stacy Biermaier is a CFP® with 12 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2010. She holds the Series 63 designation and is based in Bloomington, MN. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers specialized family office services and business consulting for professional athletes, employing a team-based approach and a variety of investment strategies.

Nicholas Schneider is a financial advisor at Great Valley Advisor Group, LLC with Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Ryan Kompelien is a CFP® professional with 10 years of industry experience. He has worked at Berger Financial Group since 2015 and was previously with Cambridge Investment Research, Inc. from 2015 to 2020. 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, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary investment strategies and fundamental analysis.

Thomas Pargett is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Boulay Wealth. His prior roles include positions at Carson Group, CMW, BerganKDV Wealth Management, Creative Planning, and TD Ameritrade. Boulay Wealth advises individual and high-net-worth clients, as well as corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Carter Morrissette is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. Prior to joining Berger Financial Group in 2024, he worked at Boulay Financial Advisors, LLC for two years and has a background in education, including roles at the University of Eau Claire and Maple Grove Public Schools. 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, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

David Bremer is a CFP® professional with 28 years of experience in financial advising. He has worked at Boulay Financial Advisors, LLC since 2002 and held roles at Valmark Securities, Inc. and Bfa Holdings, LLC. Bremer operates from Minneapolis, MN. He is part of Boulay Wealth, a firm serving individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Jessica Seifert is a financial advisor at JNBA Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brighton Jones LLC and Lockton Companies LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs a multi-asset investment approach incorporating equities, fixed income, mutual funds, ETFs, and covered-call strategies, and supplements its process with AI tools under formal governance.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Paul Drach is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and ChFC® designations and over 38 years of industry experience. He has been with AdvisorNet Wealth Partners since 2012 and has prior experience with Cetera Wealth Services and Planned Benefits, Inc., where he is also an owner. Outside of his advisory role, he owns Drach Financial and serves as a trustee for an irrevocable family trust. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management tailored to client objectives.

Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Shelby St Martin is a financial advisor at JNBA Financial Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BlueStem Wealth Partners and in roles outside finance, including positions at Ceramic Industrial Coatings and Rush Creek Golf Club. Shelby also has experience at the University of Nebraska - Lincoln. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm uses a multi-asset investment approach combining equities, fixed income, mutual funds, ETFs, and covered-call strategies, and integrates both fundamental and technical analysis with AI tools and human review.

Shawn Larson is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnoff Farm, which engages in farming and land conservation. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His work history includes roles at Cetera and Cetera Wealth Services, and he has operated Webskowski Accounting for two decades. Outside of advising, he owns a debt management counseling business and is a CPA involved in tax preparation and representation, as well as an author of a tax-related book. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and external sub-advisors, offering both discretionary and non-discretionary management across a range of fee structures.

Dylan Fisher is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Client One Securities, LLC and Western Lakes Financial. Outside of his advisory role, he is involved in web design and SEO through 3 Plains Outdoor Marketing + Design and works as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary platform.

Richard Chaffee Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. and Chaffee & Associates, holding the ChFC® and Series 63 designations. He has 53 years of industry experience, including 17 years with M HOLDINGS SECURITIES and over 21 years managing his own firm, Chaffee & Associates, where he serves as CEO. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of portfolio management by Financial Professionals and third-party sub-advisors.

Robert Beveroth is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Cetera, Advance Wealth Management Group, and The Prudential Insurance Company of America. In addition to his advisory duties, he is also licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care coverage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction and a range of management options, serving both non-high-net-worth and high-net-worth clients.