Erika Wood is a CFP® with 19 years of industry experience, currently serving at Balefire, LLC. Her prior roles include positions at Integrity Alliance, Lion Street Financial, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she has served as an assistant coach for a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser managing approximately $2 billion in assets. The firm provides discretionary asset management and comprehensive financial planning to individuals, retirement plans, trusts, charities, and businesses, employing a core-and-tactical investment approach overseen by an Investment Committee.

Jacob Mathews is a CFP® certified financial advisor with two years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has held several advisory roles since 2023. His background includes work with multiple teams within the firm and prior experience at Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, including proprietary models and third-party managers, and integrates technology and operational outsourcing into its service delivery.

Brian Thorkelson is a financial advisor at Prosperity - An EisnerAmper Company in Minneapolis, MN, with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at DAI Securities, AdvisorNet Wealth Management, Cetera Advisor Networks, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at JNBA since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for three years and also spent two years at the Minneapolis Club. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a range of strategies and incorporating AI tools alongside human review.

Annie Paul is a financial advisor at Riverbridge Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Riverbridge since 2019. Prior to joining Riverbridge, she was employed at UnitedHealth Group and TripleTree LLC. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process centered on five key factors and offers services including sub-advisory mandates and management of pooled investment vehicles.

Shauna Bednar is a CFP® professional at NorthRock Partners, LLC with two years of industry experience. She has previous experience at U.S. Bank and UMB Private Wealth Management. Based in Minneapolis, MN, she has been with NorthRock Partners since 2021. 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 rebalancing, and incorporates private market investments and AI tools in portfolio management.

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Allianz Life and its related entities from 2006 to 2023 and spent time at Northwestern Mutual before joining his current firm. Rudolph is also the owner of Legacy Ascent Wealth, where he is involved in insurance and annuities. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers a range of portfolio management and financial planning solutions, utilizing both firm-managed and advisor-managed models with discretionary trading authority.

Ximena Silva Avila is a CFP®-certified financial advisor at Perennial Financial Services with six years of industry experience. Her prior roles include positions at LPL Financial and Edward Jones, as well as consulting work at O'Rourke Strategic Consulting. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual, trust, pension, and corporate clients. The firm employs a range of portfolio strategies tailored to client goals and incorporates new technology, including AI tools, to enhance portfolio analysis and client services.

Joseph Godfrey is a financial advisor at Van Clemens Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Financial, Waddell and Reed, and various insurance carriers. He serves as board chair and treasurer of Good Soil Ministries, a non-profit organization, and is a board member of the Financial Advisor Training Institute. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary management, incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Jeffrey Ballek is a financial advisor at NWF Advisory Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Crown Capital Securities LP, BMO Harris Financial Advisors, and Keller Williams Integrity Realty. He is also the owner of Ballek Wealth Management LLC, where he sells insurance products, and maintains a realtor’s license through Coldwell Banker Realty. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Thomas Kirihara is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. and Fidelity Investments. 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.

Korey Koob is a financial advisor with Hilltop Securities Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. His career includes roles at Momentum Independent Network Inc., U.S. Bancorp Investments, Wells Fargo Bank, N.A., and TCF Bank. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm provides advisory services on an open-architecture platform and combines custody, banking, and market-making capabilities.

Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor with Simplicity Wealth, where he has worked since 2022. His prior experience includes roles at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and it offers a suite of technology and operational services for advisers alongside its managed account platform.

David Beissler is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has been with Focus Financial Network, Inc. since 2002 and currently serves as Board Chair at the firm. Beissler also holds a role at OSAIC and has a background with Royal Alliance Associates, Inc. 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, third-party manager access, and financial planning services.

Alexandra Grupe is a financial advisor at Principal Advised Services with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within the Principal Financial Group family since 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to access a range of proprietary products and integrated services.

Tyler Cook is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN. He 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., Ernst & Andrew, LLC, and THRIVENT Financial. 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, typically constructing long-term diversified portfolios using low-cost mutual funds and ETFs along with other investment vehicles.

Trevor Nelko is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Focus Financial Network and OSAIC since 1999. Nelko is also the owner of Nelko Financial Services, Inc. Focus Financial Network 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 managed accounts, retirement plan consulting, and financial planning services.

Anya Gage is a Series 65-licensed financial advisor with seven years of industry experience, currently with Vanderbilt Advisory Services in Minneapolis, MN. She has worked at Vanderbilt Advisory Services since 2019 and was previously with Nightingale from 2012 to 2018. Outside of her advisory role, she is a licensed agent assisting with fixed insurance needs and applications and also provides public notary services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of investment management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis to meet varying client objectives.

Benjamin Cline is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at UnitedHealthcare and Optum. In addition to his financial advisory work, Cline owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering investment advisory and financial planning services. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory and both fundamental and technical analysis, with access to a wide range of third-party managers and an in-house Growth Opportunities model.

Aidan Young is a financial advisor at Simplicity Wealth in Bloomington, MN, holding a Series 65 designation with two years at the firm. His prior experience includes roles at Coinbase, Northern Trust Corporation, and Euronext Dublin. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational solutions for other advisers.