Samuel Mullins is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the CFP® and ChFC® designations and has four years of industry experience. His prior roles include positions at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Matthew Nelson is a CFP® with 27 years of industry experience. He is currently an advisor at Savvy and previously worked for 19 years at Focus Financial Network and OSAIC. Nelson is also the owner of Perspective Financial Planning, LLC, and a managing partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a parent technology platform.

Marc Kowalski is a CFP® with 29 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Kowalski Financial Inc. as well as Royal Alliance Associates, Inc. and Focus Financial Network, Inc. over a combined 14-year period. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, managing accounts on both discretionary and non-discretionary bases.

Henry Jaunich is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Horizon Chemical LLC, Best Buy, and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive investment vehicles with oversight by an Investment Committee.

Wendy Frame is a financial advisor at Prosperity - An EisnerAmper Company in Minneapolis, MN. She holds a Series 65 designation and has been with Prosperity since 2025. Her prior experience includes 26 years at Lurie LLP and four years at Eisner Advisory Group LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation and diversification through discretionary and non-discretionary management strategies.

Peter Anderson is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Guardian Capital Management, and GWG Holdings. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. 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, retirement consulting, and financial planning services.

David Rains is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of his advisory work, he serves as a pro bono financial coach for Wings for Widows, providing financial education to individuals newly widowed. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing low-cost diversified mutual funds and ETFs along with individual equities, bonds, and alternative investments.

Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. 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 using mutual funds and ETFs, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

Jackson Arland is a financial advisor with Focus Financial, holding a Series 66 credential and four years of industry experience. He has worked at OSAIC since 2021 and Focus Financial Network, Inc. since 2020, with prior experience at Frontrow Entertainment Systems, US Bank, and Bethel University. Outside of his advisory role, he serves as president of Arland Advising Inc., an S Corporation he established for administrative and payroll purposes. Focus Financial Network 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 consulting, and financial planning services with an investment approach that includes individualized investor profiles and a broad mix of investment vehicles.

Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.

Suzanna Coelho is a financial advisor with Focus Financial who holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at United Planners Financial Planners and Lee Stoerzinger Wealth Management. Outside of advising, she has served as a notary associated with Lee Stoerzinger Wealth Management. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized advisory services through multiple management options and emphasizes coordination with other professionals for estate planning and related legal or tax services.

Michelle Hagelin is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She previously worked at Ameriprise Financial Services, LLC from 2006 to 2026 before joining Advisory Solutions Group. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients with financial planning, consulting, and portfolio management while also providing back-office and business services to other RIAs. The firm employs diversified portfolios combining quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, research, and administration through a hybrid adviser-plus-service-provider model.

David Schian is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has 10 years of industry experience and has been with CliftonLarsonAllen since 2015. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of discretionary and non-discretionary approaches supported by model portfolios and third-party programs.

Matthew Stockman is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 12 years of industry experience and has worked at various entities within the Thrivent organization as well as Purshe Kaplan Sterling Investments and Storyline LLC, where he is the owner. In addition to advisory services, he serves as a wealth coach and director of operations at Thrivent Advisor Network’s affiliated retail advisory firm, Parable Wealth Partners. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.

Thomas Carlson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Wedbush in 2022, he worked at Ameriprise Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in various activities including providing entertainment and printed materials to senior living communities and assisting with local theatre publicity. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer functions with capital markets, custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Brady Arnett is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Northwestern Mutual Investment Services LLC and Brian Eder. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a blend of third-party managers, proprietary investment models, and technology-driven operational support to deliver both discretionary and non-discretionary portfolio management.

Abbey Recser is a financial advisor at Gradient Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Gradient Investments, Abbey held positions at Premier Financial Solutions, Veradigm, Rothman Health Solutions, and U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary investment framework. The firm offers a range of model and customized portfolios managed on a discretionary basis and serves a large client base through a referral-driven distribution model.

Denise Falbo is a CFP® professional with two years of experience at CliftonLarsonAllen Wealth Advisors, LLC. She previously worked at MAP Retirement USA LLC for three years and CliftonLarsonAllen LLP for seven years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.