Renae Lindberg is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. She holds a Series 65 credential and has worked with Guardian Capital Management and Guardian Resources since 2015. In addition to her advisory role, she is involved in insurance sales through Guardian Resources. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Thomas Mcgannon is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2024, following roles at Glynn Capital, Llog, and Whetstone Capital Advisors. 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 emphasizing broad asset allocation, diversification, and periodic rebalancing, and integrates private market allocations and technology-driven tools with ongoing human oversight.

Robert Anderson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Great Valley Advisor Group, he worked at Centurion Financial Strategies and has additional experience as an insurance agent. Anderson also serves as president of a non-investment-related S-Corp, Andara Inc. 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN. He holds a Series 65 designation and has been with Boulay Wealth since 2025. Prior to joining Boulay Wealth, he spent time working in educational roles at the University of Minnesota, North High School, and St. Peter Catholic School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She has worked at NorthRock Partners since 2013, including time at Purshe Kaplan Sterling Investments from 2013 to 2016. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations along with AI-supported tools for portfolio monitoring.

Patrick Carotenuto is a CFP® and holds a Series 63 license with seven years of industry experience. He is currently with Fiduciary Counselling Inc., where he has worked since 2025. His prior experience includes roles at Carlson Family Office, UBS Financial Services, and The Vanguard Group. Fiduciary Counselling Inc. offers investment advisory, accounting, tax, trust, estate planning, and administration services to a diverse client base. The firm employs model portfolios based on asset allocation and capital market assumptions, managing both discretionary and non-discretionary assets across registered and unregistered funds, ETFs, private investments, and digital assets.

Robert Kramer is a ChFC® credentialed financial advisor with 38 years of industry experience. He currently serves at Prosperity Capital Advisors and previously worked at Sigma Planning Corporation and Sigma Financial Corporation. Outside of advising, Mr. Kramer is a published book author, a board member of a local parks foundation, a freelance writer on non-financial topics, and competes in disc golf tournaments. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a range of model suites and third-party sub-advisors.

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.

Cynthia Rost is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at The Oak Ridge Financial Services Group since 2008, with prior roles at UBS Financial Services Inc. and Piper Jaffray Inc. The Oak Ridge Financial Services Group 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 and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and custody through RBC Clearing & Custody.

Andrew Knutson is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 11 years of industry experience. He holds CFP®, ChFC®, and Series 63 designations. Prior to joining Van Clemens, he worked at Ian Donaldson, Keith Moeller, and Ameriprise Financial. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm offers customized portfolio management and comprehensive planning, employing various investment strategies and third-party managers, along with its own Growth Opportunities model focused on micro- and small-cap equities.

Paula Olson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 34 years of industry experience. She has been with Oak Ridge since 2003 and holds Series 63 and Series 66 credentials. The Oak Ridge Financial Services Group, Inc. 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 or segmented financial plans.

Jared Hillman is a financial advisor with Simplicity Wealth, holding a Series 65 designation and 11 years of industry experience. He previously worked at Sawtooth Asset Management for ten years and was involved with Simplicity Solution from 2021 to 2024. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering a managed account platform and integrated technology solutions for advisers.

Stacy Hunt is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Safco Products, and Transitions Home Care. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and access to third-party asset managers. The firm builds personalized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms, and offers ERISA retirement-plan advisory services.

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

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.

Mary Bauman is a financial advisor at Boulay Wealth with two years of industry experience. She holds the Series 65 designation and previously worked for Midwest Pension & Profit Sharing Services for seven years. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, integrating advisory, tax, and insurance services through affiliated entities.

Nicholas Asmus is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Berger Financial Group since 2016, including a prior four-year tenure at Cambridge Investment Research Advisors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

David Benson is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo in various advisory and clearing roles. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios that employ tactical asset allocation across mutual funds, ETFs, and alternative investments, while integrating insurance distribution and annuity servicing into its advisory services.

Amy Leuma is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and 65 licenses and 15 years of industry experience. Her prior experience includes roles at Morgan Stanley, Wells Fargo, and Ameriprise Financial Services. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets. The firm emphasizes detailed client financial information gathering and most accounts are managed on a non-discretionary basis with periodic reviews.

Christopher Crubaugh is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, having previously worked at Northwestern Mutual Wealth Management Company and Brian Eder. Crubaugh is a partial owner of several investment-related LLCs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.