Mark Kuhne is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked with several firms including Stirton Consulting, LLC, Kingdom Defense Solutions, LLC, and Guardian Wealth Strategies, LLC. Kuhne is also involved in insurance sales as an agent with Croix River Wealth Management. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach that includes tactical and passive portfolios, custom solutions, and affiliated proprietary mutual funds.

Wendy Brekken is a financial advisor at Private Wealth Asset Management with one year of industry experience. She holds a Series 65 designation and previously worked at Old National Bank and Wells Fargo Bank NA. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, technical, cyclical, and economic analysis.

Todd Stueve is a financial advisor at Gambit Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Erickson PHAE and SNS Financial Group. Outside of advisory work, he is employed as the general manager and controller at Erickson Plumbing, Heating & Electrical, a plumbing, HVAC, and electrical contractor. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and retirement plans, through discretionary portfolio management and additional services such as financial planning and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies tailored to client needs.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

James Heimler is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Ballast Advisors, LLC, where he has worked since 2023. Prior to that, he was with Gradient Advisors, LLC for six years and Case Central for six years. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing a range of strategies including modern portfolio theory and tactical asset allocation.

Matthew Gendreau is a ChFC® credentialed advisor at Leverty Financial Group, LLC, with three years of industry experience. Prior to joining Leverty Financial Group, he worked at Wright-Hennepin Cooperative Electric Association and Proprietors Capital Holdings. Leverty Financial Group is a SEC-registered advisory firm with a six-person team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to client objectives.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Steven Schmidt is a financial advisor at Ballast Advisors, LLC in St. Paul, MN, with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services, Inc. for 24 years before joining Ballast Advisors in 2017. Outside of advisory work, he is also an independent insurance agent with various insurance companies. Ballast Advisors serves individual and institutional clients, providing financial planning, consulting, and portfolio management services. The firm uses asset allocation and modern portfolio theory principles to tailor portfolios to client risk tolerance and objectives, regularly monitoring accounts and employing tactical shifts when appropriate.

Richard Gerczak is a CFP® with 31 years of industry experience, currently serving at Ballast Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for over two decades. Outside of his advisory role, he is vice president of a real estate business and is involved as an independent insurance agent. Ballast Advisors serves individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm employs asset-allocation and modern portfolio theory principles, tailoring portfolios to client objectives and risk tolerance.

Joshua Anderson is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group. Prior to joining Pine Grove Financial Group in 2022, he held roles at Purshe Kaplan Sterling Investments and Crossroads Financial Group. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, providing services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

Michael Kojonen is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and four years of industry experience. He is also the owner of Principal Wealth Services, LLC and Principal Preservation Services, LLC, managing both investment-related and non-investment businesses concurrently. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Elizabeth Neyens is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. She is also the owner of Neyens Law PLLC, an estate planning law firm she has operated since 2014. Additionally, she has entrepreneurial involvement in developing a social media app called Circle by Kindred. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm provides portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing fundamental and technical analysis and various asset allocation strategies.

Andrew Aumann is a financial advisor at The Strategic Financial Alliance, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he operates a home-based business called AK Amazon Finds. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of in-house and third-party asset managers, utilizing a range of investment products and strategies.

Ellen Welsh is a CFP® professional with six years of experience in the financial services industry. She currently works at Great Valley Advisor Group, LLC and has previously held roles at LPL Financial and Northwestern Mutual. Outside of her advisory work, she is involved with IPG Risk Management, focusing on non-variable insurance and risk services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers a range of discretionary and non-discretionary investment management and financial planning services, combining proprietary strategies with third-party managers across various platforms.

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.

David Hawley is a financial advisor at Mutual Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Innovative Planning Group, LPL Financial, and Stoneford Partners. Outside of advising, he provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Mutual Advisors offers investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines significant institutional capabilities with operational flexibility and utilizes a mix of active and passive investment strategies.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.