Daniel Steichen is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Personal Wealth Partners LLC and LPL Financial, LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside custom solutions.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining JNBA in 2023, he worked at BNY Mellon from 2019 to 2023 and has a background that includes positions outside finance, such as at Ruth's Chris Steakhouse and the University of Central Florida. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, covered-call strategies, and incorporates AI tools alongside fundamental and technical analysis.

Christopher Mc Grann is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at IMST Distributors, U.S. Bancorp Investments, US Bank, and Sanford C. Bernstein & Co. He is based in Minneapolis, MN. Riverbridge Partners is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process and manages strategies that include Enhanced Income portfolios, serving a broad client base that includes sovereign wealth funds and other institutional investors.

Brian D'orazio is a CFP® and CFA® with 21 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Rose Hammes Nestor is a financial advisor with Focus Financial who holds Series 63 and Series 66 designations and has 15 years of industry experience. She has worked at Focus Financial and its affiliated firms since 2016. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering managed account services, financial planning, and retirement plan consulting with an emphasis on coordinated estate and tax planning.

Michael Clancey is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently works at Fiduciary Counselling, Inc. and previously held positions at the Minnesota State Board of Investment and Portico Benefit Services. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment vehicles including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Alec Finn is a financial advisor at Oxford Financial Group, Ltd. based in Minneapolis, MN, with a Series 65 credential and two years of industry experience. His prior work includes positions at SRS Acquiom and US Bank, as well as service in the U.S. Navy from 2011 to 2019. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes through dedicated investment teams.

Timothy Evon is a financial advisor at Redhawk Wealth Advisors, Inc. with 33 years of industry experience. He holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Redhawk in 2023, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is a member or owner of several business entities related to office management and investment activities. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, with portfolios overseen by a weekly investment committee.

Jason Mahn is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at CITY NATIONAL BANK, RBC Capital Markets, LLC, and Plexus Corp. He maintains a Wisconsin insurance license for Accident & Health, Life, and Variable contracts. 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 focusing on broad asset allocation, diversification, and tax-aware investing, utilizing independent managers and private market allocations alongside AI and automated tools.

William Steinbauer is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Steinbauer has been with Oak Ridge Financial Services Group since 2004. 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.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. 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 create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.

Laura Neal is a financial advisor at Fiduciary Counselling Inc. in St. Paul, MN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at ICONIQ Capital, RMB Capital Management, Arootah, Rover, and Cresset Asset Management. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to a broad client base, including individuals, trusts, charitable organizations, and corporations. The firm employs a model portfolio approach driven by asset allocation methodology, utilizing a mix of registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Lucas Van is a financial advisor with Principal Advised Services, holding a Series 66 designation and four years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of finance, he works part-time as a customer service associate at Lowe's, assisting customers in the tools and hardware department. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Connor Chesnut is a financial advisor with Thrivent Advisor Network, LLC, holding the CFA® designation and Series 63 license. He has three years of industry experience, including roles at Purshe Kaplan Sterling Investments, Craig-Hallum Capital Group, and PricewaterhouseCoopers LLP. His background also includes experience in the food service industry and work at the University of St. Thomas. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Benjamin Reynolds is a financial advisor with Thrivent Advisor Network, LLC who holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Inc., and THRIVENT Financial. He is also the owner of Storyline, LLC, a company established to manage business expenses. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified, long-term investment strategies across mutual funds, ETFs, equities, bonds, and alternative investments.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and 11 years of industry experience. He has worked at NorthRock Partners since 2016 and previously at Lifestage Wealth Management Group LLC. Outside of his advisory role, Berns is a co-owner of Suits Coffee, a coffee bean roasting business, and serves on the board of the Alexandria Community College Foundation. 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 investment approach that emphasizes broad asset allocation, diversification, and regular rebalancing, integrating private market investments and utilizing AI tools alongside human oversight.

Jeffrey Tolzin is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1988, contributing over three decades to the firm. Fiduciary Counselling Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and related entities, including a registered investment adviser and a registered investment company. The firm employs asset allocation and modern portfolio theory to implement client portfolios through both discretionary and non-discretionary investment management, supported by integrated accounting, tax, estate planning, and trust administration services.

Matthew Anderson is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2006. Based in Minneapolis, MN, Anderson focuses on delivering investment advisory services within a network of professionals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using a range of investment vehicles and supports ongoing portfolio management alongside independent manager selection and oversight.

Joshua Ross is a CFP® with three years of experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. He has previously worked for WBI Energy, Inc. for over two decades and holds a board position at the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and uses a mix of modern portfolio theory with fundamental and technical analysis, offering access to a broad range of third-party managers and affiliated business lines.