Jason Clark is a CFP® with 23 years of industry experience, currently with Larson Financial Group, LLC since 2024. He previously worked at Financial Freedom, Inc. for 19 years. Clark refers clients to Wold Financial for term life insurance. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review for its services.

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.

Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.

Gregory Petrie is an investment advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Peak Brokerage Services. Outside of his financial career, he is a member of the band Accomplice. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm’s investment process incorporates client risk profiles and model portfolios, employing due diligence on sub-managers and offering discretionary and non-discretionary account management.

Cory Beam is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Root Financial Partners and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and Fisher Investments. Beam serves as an officer in the United States Army Reserves. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers specialized portfolio options alongside educational programming and online academies.

Dylan Fisher is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Client One Securities, LLC and Western Lakes Financial. Outside of his advisory role, he is involved in web design and SEO through 3 Plains Outdoor Marketing + Design and works as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary platform.

Thomas Schneider is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ausdal since 2020 and previously held roles at SSN Advisory, Securities Service Network, and Voya Financial Advisors. Schneider is also the owner of Schneider Consulting, where he provides insurance plans to individuals and small employee groups. Additionally, he serves as a chapter champion for the Free Enterprise Alliance, an advocacy group focused on limited government and fair competition. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Ian Schrup is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Redhawk Wealth Advisors, Inc. Outside of finance, he is involved with H&B Specialized Products, where he assembles and installs school lockers, athletic equipment, and stadium seating. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios to implement client strategies and offers alternative and private investment options to eligible clients.

Chad Olson is a financial advisor at Creative Planning with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Advisor Networks, Sageview Advisory Group, and RBC Capital Markets. Olson is also licensed as an insurance agent, selling fixed insurance products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while incorporating direct indexing, tax-loss harvesting, and selective private market exposure.

Jeffrey Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding a Series 63 designation and 21 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2014 and has been involved with Osseo since 1995. Outside of his advisory work, he participates annually in fundraising events for Ducks Unlimited and serves on the boards of the Marsh Lake private hunting club and the Orono Youth Hockey Association. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and utilizes a range of proprietary and third-party investment strategies across multiple platforms.

Peter Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 23 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he serves as a trustee for a family trust. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Matthew Hand is a financial advisor with NewEdge Advisors based in Chaska, MN. He holds a Series 66 designation and has 10 years of industry experience. His prior firms include GWM Advisors, LLC, LPL Financial, and Investment Centers of America, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and emphasizing centralized due diligence and ongoing monitoring.

Upasana Khandelwal is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Outside of her advisory role, she creates and sells art pieces through a personal business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversight and operates at scale with a large client base primarily serviced through non-discretionary programs.

Paul Lagrange is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and TIAA-CREF. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brett Rodenberg is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and has previously worked at North Shore Bank of Commerce, Paycom, Northwestern Mutual, and the University of Minnesota-Duluth. Outside of his advisory role, he operates an Etsy shop where he creates and posts crafts for sale. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Shane Wolden is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant JV hockey coach for Osseo Area Schools. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage, financial planning, and retirement consulting services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm provides a range of investment advisory programs and hybrid digital solutions tailored to client needs.

Christopher Rouse is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services and The KNW Group since 2006. Outside of his advisory role, he serves as CEO of Rouse Executive Solutions and president of Rouse & Company, entities focused on consulting, insurance, and executive benefits planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, serving large institutional investors and maintaining approximately $79.8 billion in assets under management.