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 with MissionSquare Retirement, holding a Series 66 designation and 16 years of industry experience. She has worked at Icma Rc for the past 10 years and previously held positions at OSAIC Services, Inc., Fidelity, and Morgan Stanley. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services utilizing investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

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.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. She is also employed at Lawrence Cumpston & Associates, a CPA firm, where she works as an income tax accountant. Additionally, she operates 10,000 Reasons MN, a business selling handmade crafts. CL Wealth Management LLC provides portfolio advisory and financial planning services to a broad client base including individuals, institutions, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis, model portfolios, and various financial instruments, offering both discretionary and non-discretionary portfolio management.

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.

Matthew Smith is a financial advisor with Gibbs Wealth Management, LLC in Eden Prairie, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Priority Wealth Management, Blueprint Wealth Management (Parady Wealth Management), Parady Financial Group, and Allianz Life Financial Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs that utilize third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on client goals and risk tolerance rather than constructing proprietary portfolios.

T Shives is a financial advisor at Elevation Point Wealth Partners, LLC in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Elevation Point Wealth Partners in 2026, Shives worked at Morgan Stanley Private Bank and Morgan Stanley. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm utilizes strategic and tactical asset allocation through various model portfolios and separately managed accounts, offering services including retirement-plan consulting and technology-enabled account management.

Eric Bennett is a financial advisor at AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 66 and Series 63 licenses with nine years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal models to meet 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.

Jeffrey Rathmanner is a CFP® professional with 31 years of industry experience, currently serving at The Oak Ridge Financial Services Group, Inc. since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. He also serves as a trustee for a for-profit trust, dedicating time to a personal fiduciary role. 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.

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.

Charles Benziger is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation with 13 years of industry experience. He previously worked at Parkside Advisors LLC and Parkside Capital Advisors, LLC. 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, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, and integrates private market allocations and AI-supported tools within client portfolios.

John Campbell is a financial advisor with ON Investment Management Company in Bloomington, MN, holding a Series 63 license and bringing 43 years of industry experience. He has worked with The O.N. Equity Sales Company since 2006 and has prior experience at Ohio National Financial Services and New England Securities dating back to 1990. Outside of his advisory role, Campbell is also active as a career agent in insurance, providing sales and counsel on life insurance, annuities, disability, and long-term care insurance. ON Investment Management Company is a multi-team, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement-plan sponsors. The firm offers comprehensive financial planning, portfolio management, and access to various third-party investment programs, managing assets through a combination of discretionary and non-discretionary arrangements.

Ian Stelter is a financial advisor with OnePoint BFG Wealth Partners in Minneapolis, MN. He holds a Series 66 designation and has experience working at Northwestern Mutual Investment Services LLC and Brian Eder. Outside of his advisory role, he serves as a youth hockey referee for Minnesota Hockey and occasionally works as a caddie at Oak Ridge Country Club. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary and third-party investment models with formal monitoring and rebalancing processes, managing most client assets on a discretionary basis.