Andrew Harbeck is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked at Riverbridge Partners since 2015 and concurrently at Foreside Fund Services since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, serving multiple institutional clients and utilizing performance-based fee arrangements for qualified investors.

Todd Morris is a financial advisor at Great Valley Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in various business activities including tax preparation and serving as president of Morris Financial Services. From 2018 to 2021, he also engaged in land flipping. 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, utilizing a combination of in-house strategies and third-party managers.

Christopher Geist is a financial advisor with Simplicity Wealth, LLC in Eden Prairie, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Simplicity Wealth since 2021 and has prior experience with Financial & Tax Architects, Inc. and First Income Advisors. Geist is also involved in insurance marketing activities, including managing consultants and recruiting advisors. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, individual securities, and independent managers, while providing advisory services alongside technology and operational support for other advisers.

Mark Chamoun is an investment advisor representative with Thrivent Advisor Network, LLC, holding a Series 66 designation and one year of industry experience. He has been with Thrivent Advisor Network, LLC and Thrivent Investment Management since 2025. Prior to his advisory role, he attended Creighton University from 2021 to 2025. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside other investment options, and offers access to independent managers and model portfolios.

Jay Higgins is a CFP® with 12 years of industry experience, currently serving as a client relationship manager and principal at Riverbridge Partners, LLC. He has been with Riverbridge since 2005 and is also a registered representative of IMST Distributors, LLC. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process focused on sound management and conservative accounting, and it offers a range of services including sub-advisory mandates and management of pooled investment vehicles.

Shawn Jacobson is a CFP® and ChFC® with 12 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC. He has been with NorthRock since 2017 and has over two decades associated with Legacy Financial Advisors Corporation. Jacobson maintains a current Minnesota insurance licensure. NorthRock Partners provides comprehensive 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 includes broad asset allocation, diversification, private market integrations, and the use of AI tools alongside human oversight.

Andrew Walker is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with firms including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Outside of his advisory role, Walker serves on the board of a faith-based youth organization and participates in investment and educational programs at Bethel University. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios utilizing low-cost mutual funds, ETFs, and other investment vehicles while supporting both internal portfolio management and oversight of independent managers.

Corinne Bedford is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Brighton Jones LLC since 2019 and was previously with Bell Investment Advisors, Inc. for eight years. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm utilizes a whole-balance-sheet approach and offers services including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

William Adamson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work experience includes roles at Merrill, RBC Capital Markets, Bank of America, and Northwestern Mutual. Adamson serves as a junior varsity hockey coach at Westonka High School. 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.

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

Craig Keisling is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. He has been with Associated Investment Services and Associated Bank since 2026 and 2025, respectively. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating on a predominately non-discretionary basis.

Alexis Perron is affiliated with Great Valley Advisor Group, LLC and holds Series 65 and Series 63 licenses. Alexis has experience working at LPL Financial since 2026 and previously at Ameriprise Financial Services from 2015 to 2017, as well as a long tenure at Salo, a Korn Ferry Company. 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, utilizing both in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Brody Johnson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has been with CliftonLarsonAllen in various roles since 2017, including positions at both the wealth advisory and broader LLP levels. CliftonLarsonAllen Wealth Advisors provides wealth management and advisory services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance capabilities and offers investment implementation through strategic asset allocation, model portfolios, and coordinated multidisciplinary planning.

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

Peter Holupchinski is a CFP® and CFA® with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2013. The firm 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. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios utilizing both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Keith Berg is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, along with positions at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Outside of his advisory work, he serves as treasurer of a homeowners association and holds a leadership role in an LLC supporting his advisory firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Peter Sellwood is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, Wells Fargo, and Bremer Bank. Outside of his financial career, he is involved with Irish Creek Productions as a writer. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory and asset management services, combining RIA fiduciary responsibilities with broker-dealer and insurance activities. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Daniel Kjorsvik is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been affiliated with both OSAIC and Focus Financial since 1998. Outside of his advisory work, he owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized investment advisory services that include portfolio management, financial planning, and retirement plan consulting. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and conflicts.

Lori Bale is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. She holds a Series 66 designation and has 11 years of industry experience. She has been with The Oak Ridge Financial Services Group since 2004. Outside of her advisory role, Lori serves as an Election Judge for Minneapolis Elections & Voter Services. 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.

Madeline Schalig is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Avila Wealth and Nichols Creek Wealth Partners. Harbour Investments serves a broad range of clients including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple execution pathways, employing varied investment approaches tailored by individual advisors and approved third-party managers.