Graham Acheson is a CFA® charterholder with over 14 years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at EQ by Equiniti and Wells Fargo. 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 supported by firm-constructed models and integrates multidisciplinary planning through its Private Client Services model.

David Zevnik is a financial advisor at Harbour Investments, Inc. in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Clearstep Financial and Breakaway Academy as well as work as an independent contractor. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services tailored to each advisor's approach.

Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Tyler Ellegard is a CFA® charterholder with nine years of industry experience. He is currently with Gradient Investments, LLC and previously worked at U.S. Bancorp Investments, Inc. from 2016 to 2018. He also spent six years with Crossfit SISU. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Sharon Calhoun is a CFP® and ChFC® with 12 years of experience in the financial advisory industry. She is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management in various capacities. Outside of her advisory work, she serves as an emergency medical technician (EMT). Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting with a focus on customized investment policies and specialized strategies such as option overlays and hedging.

Debra Kuper is a CFP® with 39 years of industry experience, currently serving at Focus Financial since 1996. She holds Series 63 and Series 65 licenses and has been involved in various client service and portfolio management activities within the firm. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, charities, and corporate entities, offering personalized investment advice and coordinated planning services that emphasize collaboration with other professionals for estate and tax matters.

Carl Arrell is a CFP® and CFA® with 21 years of industry experience, currently serving as a financial advisor at Focus Financial. He has worked with Focus Financial Network, Inc. since 2012 and Royal Alliance Associates from 2012 to 2023. In addition to his advisory role, Arrell provides tax consulting and owns Wealthful, LLC. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering tailored portfolio management and a wide range of investment strategies.

Luke Ripienski is a CFP® professional with 20 years of industry experience. He currently works at Prosperity Capital Advisors and has held prior roles at Valor Capital Management LLC, Principal Securities, Inc., and MML Investors Services, LLC. Outside of his advisory work, he serves as a FINRA arbitrator, resolving securities-related disputes. Prosperity Capital Advisors is an SEC-registered enterprise adviser that offers financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and incorporates a range of third-party providers and specialized investment options.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

Cassandra Brose is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2020, following positions at Westside Financial Services, LLC and Rita Wilczek, Inc. Outside of her advisory role, she is an independent insurance agent focusing on accident, health, and life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Anthony Quill is a CFA® charterholder with seven years of industry experience. He is currently with Freestone Capital Management, LLC and has previously worked at Tiedemann Advisors, LLC, Envoi, LLC, and Terra Partners Asset Management Limited. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for around 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Northwestern Mutual from 2017 to 2024 and has been with LPL Financial since 2024. Outside of his advisory role, he is involved in risk management and insurance sales activities. 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 and financial planning, utilizing both in-house strategies and third-party managers, with ongoing due diligence and portfolio monitoring to align with client objectives.

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 CFP® professional affiliated with Thrivent Advisor Network, LLC, with four years of industry experience. His background includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Baylor University. Berge also holds a position as an insurance producer involved in selling and servicing 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’s approach includes constructing diversified portfolios using low-cost mutual funds and ETFs, supported by continuous account monitoring 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 this, he worked at Haskell's Inc. for eight years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach through model portfolios and integrates multidisciplinary planning services across tax, estate, and risk disciplines.

Peter Shapoval is a CFP® professional with four years of industry experience, currently affiliated with Brighton Jones LLC in Edina, MN. His prior roles include positions at Commonwealth Financial Network, Northwestern Mutual, and Integrated Equity Management. He also holds a Series 63 license and has engaged in fixed insurance sales as a secondary business activity. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support, using a whole-balance-sheet approach and a mix of public and private investments.

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.

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 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of the West, and Wells Fargo. Mathison is based in St. Paul, MN. 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 various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.