Christopher Mongeon is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at various Thrivent entities since 2008 and has held leadership roles in affiliated firms including Storyline, LLC and Ernst & Andrew, LLC. Mongeon also sells and services fixed insurance contracts as an insurance producer. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, 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, supported by a network integrated within the broader Thrivent group.

Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.

Deborah Bluhm is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gradient Securities and RIA Registrar, LLC since 2015. She also serves as a director of compliance and consultant for independent RIAs through RIA Registrar, LLC. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and business entities. The firm uses a non-discretionary approach that combines fundamental, technical, and cyclical analysis and often employs third-party managers while arranging and monitoring these relationships.

Sadie Bresnahan is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Innovative Planning Group. She has also been involved with the University of St Thomas in various capacities. 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-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.

Jack Radford is a CFP® professional at NorthRock Partners, LLC with three years of industry experience. Prior to joining NorthRock Partners in 2017, he worked at Wells Fargo and attended the University of Minnesota - Duluth. He is based in Minneapolis, MN. 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 investment approach emphasizing broad asset allocation and diversification, offering both discretionary and non-discretionary portfolio management along with a range of personal office services.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.

Christopher Neston is a financial advisor with Ausdal Financial Partners, Inc. in White Bear Lake, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is involved in insurance sales and also dedicates time to referring small businesses as a resource to help them operate more efficiently. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a dual focus on brokerage and insurance activities.

Matthew Anderson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and 9 years of industry experience. He has worked at Gradient Investments since 2019 and was previously with Gradient Advisors, LLC and Case Central. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Jared Deutsch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mass Mutual Investors Services, and has over a decade of experience with JD Insurance Services, Inc. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, focusing on individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Shelby Ferstl is a CFP® professional with seven years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Brian Barrett is a CFP® with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services for four years. He maintains an active Illinois insurance licensure. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach with an emphasis on broad asset allocation and diversification, offering financial planning, portfolio management, and personal office services such as tax preparation and bill pay.

Michael Branch is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Focus Financial Network Inc. and OSAIC since 1995. 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 provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. 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 accounts, retirement plan consulting, and financial planning services.

Ernest Miller is a financial advisor at Gradient Advisors, LLC with Series 66 credentials. He has been in the industry since 2025, with prior experience that includes roles at Thrivent Financial and On Call Pavement Sweeping, Inc. Outside of his advisory role, he is involved with Poppyseed Wealth Management LLC, providing advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and businesses. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically on a non-discretionary basis.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. His prior roles include positions at RIA Advisory Group, MassMutual, PRUCO Securities, and Senior Retirement Planners. He also owns Insurance Brokers of MN, a business specializing in property, casualty, health, group life, Medicare Advantage, prescription drug, and dental insurance plans. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, emphasizing a largely non-discretionary approach supported by detailed client risk assessments and multiple analytical methods.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously spent ten years at Christensen Fonder Dardi PLLC and is also the principal attorney and owner of Jacobson Estate Law PLLC, where he handles estate planning and related legal matters. Focus Financial Network manages approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and integrated resources within the broader Thrivent group.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Michael Hughes is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Gradient Investments, he was with Gradient Financial Group and Gradient Advisors. Outside of his advisory role, Hughes serves as a sports official and is a third-degree member of the Knights of Columbus Council #4374. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.