Cameron Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes through dedicated investment teams and offers both discretionary and non-discretionary portfolio management.

Laura Chinander is a financial advisor at CX Institutional, LLC with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for one year each before joining CX Institutional. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and provides access to thematic and specialized investment strategies as well as technology-enabled consolidated reporting and tax-efficient asset location.

Brian Kruse is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with NorthRock Partners since 2013. Kruse maintains current Minnesota insurance licenses. 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 emphasizing asset allocation, diversification, and the use of Independent Managers, incorporating private market investments and AI tools to support tax-aware investing and portfolio monitoring.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

Kathleen Shoemaker is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. She has worked at NorthRock Partners since 2021, and previously at The Advocate Group and Encore Group. 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 investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, incorporating private market investments and advanced technology tools in portfolio management.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Jared Nishida is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2010. Outside of his advisory role, he serves on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments through a diversified, multi-asset approach.

Michael Dolezal is a CFP® professional with 19 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and has been affiliated with LPL Financial since 2012. In addition to his advisory role, he holds an interest in North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with legal and tax professionals for comprehensive estate planning and related services.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Joel Feldkamp is a financial advisor at Packerland Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Packerland Brokerage Services since 2010. Outside of his advisory role, he is involved in insurance sales through Feldkamp Financial Services & Insurance, focusing on life, health, fixed and indexed annuities, long-term care, disability, and property and casualty insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various account management options, including discretionary and non-discretionary approaches, and manages over $900 million in client assets.

Joanna Franek is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Thrivent Investment Management and related firms since 2013, including her current position since 2020. In addition to her advisory duties, she serves as Director of Operations at an affiliated RIA firm, supporting advisors and overseeing operations staff. Thrivent Advisor Network, LLC provides 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 emphasizes constructing diversified portfolios using low-cost mutual funds and ETFs while supporting ongoing account monitoring and management.

Peter Strandt is a financial advisor at Global View Capital Management LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies such as Street Fleet Courier and LPL Enterprise LLC. Outside of finance, he has been involved with several entrepreneurial and service-oriented businesses, including Northern Lights - Christmas & Holiday Lighting Professionals and Pete's Washing Services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house algorithmic research platform and offers multiple program options including a Personalized Managed Account Program and a low-cost ETF-only option.

Craig Johnson is a financial advisor with ON Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years. Outside of his advisory role, Johnson serves on the board of the Minnesota Valley Country Club. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors using both discretionary and non-discretionary investment approaches.

Elizabeth Villalta is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Focus Financial since 2012 and also holds a resident insurance producer license for accident, life, and health, which she maintains through continuing education for use in her review of insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors, serving individuals, pension 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.

David Spethmann is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial and Prudential Financial. Outside of his advisory role, he is a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models, applying both strategic and tactical investment approaches.

Elizabeth Van Hoever is a CFP® professional with 12 years of experience at Fiduciary Counselling Inc. in St. Paul, MN. She has been with the firm since 1997, contributing to its advisory services for over two decades. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment advisory alongside accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory in managing client portfolios and maintains unique relationships with affiliated trust and investment companies.

Brendan O’Rourke is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding the CFP® designation and Series 65 and Series 63 licenses with 11 years of industry experience. His previous roles include positions at Kestra Advisory, Charles Schwab, and Morgan Stanley. He is the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management entity used for marketing and tax purposes. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutions, serving both non-high-net-worth and high-net-worth clients. The firm offers customized portfolio management and comprehensive planning, utilizing both discretionary and non-discretionary approaches and engaging a variety of third-party managers alongside in-house models.