Elizabeth Neyens is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and also operates Neyens Law PLLC, where she has practiced estate planning law since 2014. Outside of advisory and legal work, she is developing a social media application through her ownership of Circle by Kindred. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Chad Pratt is a financial advisor at Focus Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Focus Financial Network, Inc. and OSAIC since 2002. Pratt is also president of Financial Designs, a non-investment-related C corporation focused on research and client communication. Focus Financial Network, Inc. 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 investment management and financial planning services.

Patricia Keehr is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs while also incorporating other investment vehicles as appropriate.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. He has been with Kingsview Partners since 2023. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies and third-party managers across various investment products.

Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. 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, retirement plan consulting, and financial planning services.

Michael Michlitsch is a financial advisor at ValMark Advisers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with ValMark Securities, Inc. since 2016. In addition to his advisory roles, Michlitsch is involved in life insurance and annuities as a licensed agent and owns MA Management Group, LLC, which manages rental properties. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.

Adam Johnson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds the Series 65 designation and has been affiliated with National Agents Alliance since 2013. Outside of his advisory role, he oversees and manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Ryan Baumbach is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 66 designation and has six years of industry experience. Prior to joining CliftonLarsonAllen Wealth Advisors in 2024, Baumbach worked at Ameriprise and Commonwealth, among other firms. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, including high-net-worth individuals, providing a range of wealth advisory, asset management, and financial planning services. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, and integrates multidisciplinary planning through its Private Client Services model.

Luke Schneider is a CFP® certificant with 27 years of experience in the financial services industry. He is currently with Thrivent Advisor Network, LLC and has held prior roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Inc., and Thrivent Financial for Lutherans. Outside of advising, he is involved in selling fixed insurance products and managing vacation rental properties. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using a range of investments and delivers continuous account monitoring supported by both internal and independent portfolio management options.

Michael Johnson is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation with six years of industry experience. He has worked at Boulay Financial Advisors since 2018 and previously held positions at Colgate-Palmolive and SportsEngine. Michael also spent time at St. Thomas University between 2015 and 2019. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting, supported by integration with affiliated accounting and insurance firms.

Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. 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 investment management and financial planning services.

Blake Weimer is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Oak Ridge since 2022. Prior to that, he was with Pacer Financial, Inc., Mostad Construction, Inc., INNSPACE, and the University of Montana. 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.

Todd Moser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC in Minneapolis, MN. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves as a board member for the Children’s Heart Foundation and holds fiduciary roles, including trustee and personal representative capacities. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, periodic rebalancing, and private market allocations, supported by AI tools alongside human oversight.

Savino Ranallo is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oak Ridge since 2006. 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, managing both discretionary and non-discretionary assets.

Susan Isaacson is a CFP® and PFS™ credentialed advisor at CX Institutional, LLC with 15 years of industry experience. She previously worked at Personal Wealth Partners LLC and LPL Financial. Isaacson is also a commissioned notary for the state of Minnesota. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across a variety of investment types, supplemented by third-party technology for reporting and tax management.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. 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 employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Daniel Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and 19 years of industry experience. His prior work includes roles at Cetera Wealth Services and Advanced Wealth Management Group. Outside of advisory services, he is also licensed as an insurance agent offering life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Martin O'Shaughnessy is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at AssetMark Financial, CFG Retirement, and Belpointe Asset Management. He also engages in the sales of fixed insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy.

Derek Peterson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to his current role, he worked at Mutual Of Omaha Insurance from 2013 and again from 2017 to 2019. Outside of advising, he is involved in community activities including serving on the boards of the Bryce Borca Foundation and Bethany Lutheran College Alumni, volunteering with the American Cancer Society North Region, instructing basketball, and running a sports trading card and collector shoe business. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.