Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Amanda Bracklein is a financial advisor at Berger Financial Group with one year of industry experience. She holds a Series 65 designation and previously worked at Solventum and 3M. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary long-term investment strategies primarily managed on a discretionary basis with periodic client reviews.

Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

Boniface Coelho is a Series 65 licensed advisor with 18 years of experience. He has worked at Redhawk Wealth Advisors, Inc. since 2008 and was previously with Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. Redhawk Wealth Advisors, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Christina Clemons is a financial advisor at MissionSquare Retirement with 15 years of industry experience. She holds a Series 66 designation and has worked at ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Carin Viertel is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, bespoke family office services, and business consulting engagements, including work with professional athletes.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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 combination of in-house strategies and third-party managers across multiple platforms.

Patrick Osmonson is a financial advisor with Focus Financial Network, Inc. in Bloomington, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with Focus Financial since 2002 and serves as a partner at Edwards & Osmonson LLC, a firm providing accounting and tax services for small businesses and individuals. Outside of his advisory role, he acts as a financial guardian for his elderly father, overseeing his finances and brokerage accounts. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 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 advisory services and portfolio management strategies tailored to client needs.

Angela Erickson is a financial advisor at Berger Financial Group in Plymouth, MN, with 22 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. 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 through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Mark Berger is a CFP® with 23 years of industry experience, currently affiliated with Berger Financial Group and Purshe Kaplan Sterling Investments. His career includes 14 years at Cambridge Investment Research and related entities. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee and managing portfolios that may include stocks, bonds, mutual funds, ETFs, and options.

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.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

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.

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.