Tate Chalmers is a CFP® credentialed advisor with four years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes roles at Northwestern Mutual Wealth Management Company and White Bear Yacht Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, implementing portfolios through a combination of third-party managers, proprietary models, and technology-driven operational support.

Luke Berge is a financial advisor with Thrivent Advisor Network, LLC, holding CFP® certification and Series 65 and 63 licenses. He has four years of industry experience, including roles at Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Berge is also licensed to sell and service fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a range of investment strategies including diversified portfolios with mutual funds, ETFs, individual equities, bonds, alternative investments, and access to independent managers and model portfolios.

Nathan Woessner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2018. Prior to his work in wealth advisory, he spent eight years at Haskell's Inc. 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 proprietary model portfolios and integrates advisory services with multidisciplinary planning leveraging tax, estate, and risk professionals.

Kyle Swan is a CFP® and ChFC® with 12 years of experience at Mutual of Omaha Investor Services, Inc. He serves as Director of Planning at Clarity Financial and is also an insurance agent licensed in life, accident, health, variable life, and variable annuity products. Outside of finance, he performs as a freelance percussionist with various arts organizations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through platform relationships with Envestnet and Pershing, serving a broad range of clients including non-HNW and high-net-worth individuals.

Julian Locke is a CFP® and ChFC® professional with 16 years of experience in the financial services industry. He has worked at Edward Jones for 15 years before joining Perennial Financial Services and LPL Financial LLC in 2024. Locke is also involved with Perennial Legacy Insurance Solutions in a non-variable insurance capacity. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, using multiple platform relationships and third-party managers to tailor portfolio solutions.

Noel Silker is a CFP® professional with 15 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at Silker & Schmitt LLC and Raymond James Financial Services. JNBA Financial Advisors is a fee-only, SEC-registered adviser managing roughly $2 billion in discretionary assets, serving a range of clients from individuals to family offices. The firm employs a multi-asset approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, incorporating both fundamental and technical analysis alongside AI-supported processes.

Dylan Seubert is a CFP® with 16 years of industry experience and is currently a financial advisor at NorthRock Partners, LLC. His prior roles include positions at City National Bank, RBC Capital Markets, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a provider of sexual assault services and prevention education. NorthRock Partners offers 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 that includes broad asset allocation, the use of Independent Managers, private market allocations, and AI-supported portfolio management.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked in various financial institutions including Fidelity Investments and Wells Fargo. Mathison is currently affiliated with Associated Bank, N.A. as well. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Charles Thalheimer is a CFP® professional with 20 years of experience in financial advisory. He has worked at NorthRock Partners since 2019 and previously spent 10 years at Ameriprise Financial Services. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners delivers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools while maintaining human oversight.

Kenneth Edwards is a financial advisor with Focus Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience and has worked with Focus Financial Network, Inc. since 2002. Edwards is also a partner in Edwards & Osmonson, LLC, which provides tax and accounting services. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers managed account services, financial planning, and retirement plan consulting with a personalized investment approach tailored to clients’ Investor Profiles.

Erika Wood is a CFP® professional with 18 years of industry experience, currently serving at Balefire, LLC. She has held roles at firms including Purshe Kaplan Sterling Investments and Principal Financial Group. In addition to her advisory work, Wood coaches a high school girls' swim team. 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 regulatory assets.

Jacob Mathews is a CFP® certified financial advisor with two years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has held several advisory roles since 2023. His background includes work with multiple teams within the firm and prior experience at Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, including proprietary models and third-party managers, and integrates technology and operational outsourcing into its service delivery.

Brian Thorkelson is a financial advisor at Prosperity - An EisnerAmper Company with 16 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior experience includes roles at DAI Securities, AdvisorNet Wealth Management, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a multi-team approach with approximately 63 advisors and emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support financial planning and account administration.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at JNBA since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for three years and also spent two years at the Minneapolis Club. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a range of strategies and incorporating AI tools alongside human review.

Annie Paul is a financial advisor at Riverbridge Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Riverbridge since 2019. Prior to joining Riverbridge, she was employed at UnitedHealth Group and TripleTree LLC. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process centered on five key factors and offers services including sub-advisory mandates and management of pooled investment vehicles.

Shauna Bednar is a CFP® professional with five years of experience at NorthRock Partners and a total of ten years in the financial services industry. Prior to joining NorthRock Partners, she worked at U.S. Bank and UMB Private Wealth Management. 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 investment approach focused on asset allocation, diversification, and periodic rebalancing, often incorporating independent managers and private market allocations into client portfolios.

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Allianz Life and its affiliates for seventeen years as well as at Northwestern Mutual and F&G Insurance Company. Rudolph is also the owner of Legacy Ascent Wealth, an insurance-related business focused on annuities and life and long-term care insurance. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm employs a range of model portfolio solutions and discretionary asset management strategies and supports a network of about 89 investment adviser representatives across multiple offices.

Ximena Silva Avila is a CFP®-certified financial advisor at Perennial Financial Services with six years of industry experience. Her prior roles include positions at LPL Financial and Edward Jones, as well as consulting work at O'Rourke Strategic Consulting. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual, trust, pension, and corporate clients. The firm employs a range of portfolio strategies tailored to client goals and incorporates new technology, including AI tools, to enhance portfolio analysis and client services.

Joseph Godfrey is a financial advisor at Van Clemens Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Financial, Waddell and Reed, and various insurance carriers. He serves as board chair and treasurer of Good Soil Ministries, a non-profit organization, and is a board member of the Financial Advisor Training Institute. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary management, incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Jeffrey Ballek is an independent advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at firms such as Crown Capital Securities LP, Keller Williams Integrity Realty, and BMO Harris Financial Advisors. He is also the owner of Ballek Wealth Management LLC, which sells insurance products, and maintains a realtor’s license through Coldwell Banker Realty. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs. The firm uses an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic and tactical investment approaches.