Robert Overby is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Oak Ridge Financial Services since 2004. Outside of his advisory role, he is the owner of Michelangelo Putting Greens Inc. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive financial plans.

David Brouillette is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial and Securities America Advisors, Inc., with a combined tenure of over two decades. Brouillette is also a licensed agent selling fixed and life insurance products. 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 mix of in-house strategies and third-party managers to provide individualized portfolio construction and ongoing oversight.

Seth Meisler is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is affiliated with Prosperity Capital Advisors and has held positions at several firms including Affiance Financial, Private Client Services, and CCG Wealth Management. Outside of advising, he serves on the board and finance committee of Six Points Theater and is a Chapter President of the American Financial Education Alliance, where he conducts financial literacy workshops. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative investments across multiple platforms.

James Kallstrom is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oak Ridge Financial Services Group since 2013. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody handled through RBC Clearing & Custody.

David Weinbach is a CFP® with 32 years of industry experience and is affiliated with AdvisorNet Wealth Partners. He has led Weinbach Investment Management LLC since 2013 and has been associated with Advisornet Financial, Inc. for the same period. Outside of his advisory work, Weinbach serves as a high school basketball official for the WIAA and participates in pickleball tournaments sponsored by a paddle manufacturer. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Andrew Sherwin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Belpointe Asset Management LLC since 2019 and is also involved with American Heritage Group, LLC, focusing on insurance sales and services. 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 through customized portfolios, model portfolios, and co- or sub-advisory relationships.

Kristi Remus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Minnetonka, MN, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with La Salle St. Securities, Inc. since 1998 and is also affiliated with Bridgewater Bank, where she has been involved for 29 years. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Patrick Lundy is a CFP® professional with 38 years of industry experience. He has been with The Oak Ridge Financial Services Group, Inc. since 2016. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and written financial plans, with a primary focus on non-discretionary account management and thorough due diligence of third-party managers.

Daniel Hunt is a financial advisor with RedHawk Wealth Advisors, Inc. in Bloomington, MN, holding a Series 65 designation and 17 years of industry experience. He has been with RedHawk Wealth Advisors since 2008. Outside of his advisory role, Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

David Schwandt is a CFP® and ChFC® with 40 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has worked at Cetera Advisor Networks and AdvisorNet Wealth Management for over a decade. Outside of advising, he is an attorney in Minneapolis and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and combines advisory, tax/accounting, and insurance services through affiliated entities.

Benjamin Waples is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Waples’s current responsibilities include financial planning, asset management, and qualified retirement plan sales. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

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.

Chad Bester is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Innovation Partners LLC and Wells Fargo Advisors. Outside of his advisory role, he is involved as an investor in several restaurant ventures and serves as vice chair of the investment committee at Hamline University. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets. The firm provides services to individuals, retirement plans, trusts, estates, and business entities using model portfolios with tactical asset allocation, integrating third-party managers and incorporating insurance distribution and annuity servicing within its advisory services.

Sean Smith is a CFA® charterholder with 14 years of experience in financial advisory. He has been with Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management and investment advisory services to individuals, families, trusts, foundations, charitable organizations, retirement plans, and privately held businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee and offers portfolios built from ETFs, mutual funds, separately managed accounts, and private investment funds tailored to client objectives and risk tolerance.

Susan Trammel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at ICMA-RC Services, LLC, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of her advisory role, she is a joint property owner of a rental property managed by a third-party agent. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Stacy Biermaier is a CFP® with 12 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2010. She holds the Series 63 designation and is based in Bloomington, MN. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers specialized family office services and business consulting for professional athletes, employing a team-based approach and a variety of investment strategies.

Nicholas Schneider is a financial advisor at Great Valley Advisor Group, LLC with Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. Great Valley Advisor Group is a multi-team SEC-registered 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.