Paul Meyer is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory role, Meyer serves as a director of the Trans-Mississippi Golf Association, a charitable organization supporting turf-grass internships at country clubs. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Jay Brown is a financial advisor at Boulay Wealth with 24 years of experience. He holds the CFP® and ChFC® designations along with a Series 66 license. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, LLC. Brown is also an agent with Boulay Insurance Solutions, where he is involved in fixed insurance sales. Boulay Wealth serves 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, offering integrated advisory, tax/accounting, and insurance services through affiliated entities.

Rebecca Lantzer is a financial advisor at Berger Financial Group with 20 years of industry experience. She holds a Series 63 designation and previously worked at Purshe Kaplan Sterling Investments and Independent Financial Group LLC. Outside of advising, she is a certified notary public and owns a tax preparation business. 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, tax planning and preparation, succession planning, and retirement-plan consulting, utilizing proprietary long-term investment strategies managed primarily on a discretionary basis.

Malick Abid is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at SuperiorWealth Partners. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, and businesses through programmatic offerings. The firm’s investment approach centers on tactical asset allocation model portfolios and incorporates third-party managers, with an advisory footprint that integrates insurance distribution and annuity servicing.

Kamali Chambers is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Great Valley Advisor Group, Chambers worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. 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 through a combination of in-house strategies and third-party managers.

T Shives is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, including roles at Morgan Stanley Private Bank. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing on model portfolios that utilize tactical asset allocation across various investment vehicles and incorporates insurance and annuity servicing within its advisory services.

Eric Bennett is a financial advisor at AdvisorNet Wealth Partners with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Morgan Stanley, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Great Waters Financial. 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 employs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management tailored to client objectives.

Zachariah Haire is a financial advisor at Boulay Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise and in educational roles at the University of St. Thomas and Breckenridge School District. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Joseph Troszak is a financial advisor at Berger Financial Group with a Series 65 credential and one year of industry experience. His prior work includes positions at Alarm.com and Mathnasium. 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, using proprietary long-term investment strategies developed by an Investment Committee.

Jeffrey Rathmanner is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, previously working at Merrill Lynch and Bank of America. Outside of his advisory role, he serves as a trustee for a personal trust. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, managing both discretionary and non-discretionary assets.

Kelsie Wilson is a Series 66-licensed financial advisor with seven years of industry experience. She is currently affiliated with Harbour Investments, Inc. and Westside Financial Services, LLC. In addition to her advisory role, she is also an independent insurance agent. Harbour Investments, Inc. serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Scott Schneidermann is a CFP® certificant with 19 years of experience in financial advisory. He is currently with AdvisorNet Wealth Partners and 41 Financial, having previously worked at LPL Financial and Next Financial Group Inc among others. Schneidermann also has experience as a real estate rental property owner. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various sub-advisors or internal model portfolios to implement client objectives.

Rachel Meyer is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research Inc. prior to her current role. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive planning services, employing proprietary, long-term investment strategies developed by an Investment Committee.

Chad Pratt is a financial advisor at Focus Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Focus Financial Network, Inc. and OSAIC since 2002. Pratt is also president of Financial Designs, a non-investment-related C corporation focused on research and client communication. Focus Financial Network, Inc. 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, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services.

Dale Tondryk is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Tondryk Wealth Management for nine years. Additionally, he owns Tondryk Insurance Services, LLC, through which he is involved in the sale of index annuities. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies and offers discretionary wealth management alongside comprehensive financial and retirement planning services.

Matthew Fitch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of his advisory work, Fitch is involved as a paid youth hockey coach with the STMA Youth Hockey Association. Great Valley Advisor Group is an SEC-registered, multi-team 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, using a range of in-house and third-party strategies along with ongoing portfolio oversight.

John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. 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, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Michael Johnson is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation with six years of industry experience. He has worked at Boulay Financial Advisors since 2018 and previously held positions at Colgate-Palmolive and SportsEngine. Michael also spent time at St. Thomas University between 2015 and 2019. Boulay Wealth serves 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, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting, supported by integration with affiliated accounting and insurance firms.

William Wixon is a financial advisor at Berger Financial Group with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Gardner Financial Services, Inc. and operated Wixon Advisors, Inc. He is also president and owner of Wixon Financial Insurance Agency, a non-investment insurance business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an Investment Committee.