Trevor Schmitz is a CFP® and Series 65-registered advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has four years of industry experience, including roles at Nuveen Investments prior to joining CliftonLarsonAllen in 2021. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios incorporating mutual funds and ETFs, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals across its parent organization.

Corey Kiewiet is a financial advisor with Summit Financial, LLC in Edina, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ETRADE from Morgan Stanley. He also offers insurance products through multiple companies, earning compensation on sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Gregory Betlach is a CFP® and ChFC® with 19 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 12 years at Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

Jason Morrall is a financial advisor at NorthRock Partners, LLC with seven years of industry experience. He previously worked at Parametric, Huntington Private Bank, Citigroup, and BMO Capital Markets Corp. Morrall holds Series 65 and Series 63 designations. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of independent managers, integrating private market investments and leveraging AI tools alongside human oversight.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Brent Henkelman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at several Thrivent-affiliated firms since 2015 and was previously with Purshe Kaplan Sterling Investments, Inc. Henkelman is also involved in selling and servicing fixed insurance contracts and participates in long-term care insurance client education and referrals. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, alongside various other investment options.

David Pratt is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC in Edina, MN. He has held roles at Focus Financial Network, FDI, Inc., Pensions Plus, Inc., and Financial Designs of Edina, Inc. Pratt is also the Chief Operating Officer and owner of FDI Incorporated, which provides insurance placement and retirement plan consultation services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm uses a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering access to a broad range of investment products and custodial platforms.

Christopher Sebald is a CFA® charterholder with six years of industry experience. He has worked at Riverbridge Partners, LLC since 2020, following roles at Greys River Investments, LLC and Advantus Capital Management, Inc. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm’s investment approach centers on a growth-equity process based on five key factors, and it offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Samuel Mullins is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the CFP® and ChFC® designations and has four years of industry experience. His prior roles include positions at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Marc Kowalski is a CFP® professional with 29 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. Prior to joining NorthRock, he was the principal at Kowalski Financial Inc. for seven years and spent fourteen years with Royal Alliance Associates, INC. and Focus Financial Network, Inc. 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 investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Henry Jaunich is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Horizon Chemical LLC, Best Buy, and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive investment vehicles with oversight by an Investment Committee.

Wendy Frame is a Series 65-licensed financial advisor with one year of experience, currently with Prosperity - An EisnerAmper Company. She previously worked at Eisner Advisory Group LLC and spent 26 years at Lurie LLP. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification using third-party managers and technology platforms.

Bailey Norby is a CFP® and ChFC® affiliated with JNBA Financial Advisors, LLC, with five years of industry experience. Prior to joining JNBA Financial Advisors in 2025, Bailey worked at The Advocate Group, LLC and Lutz Financial Services, LLC. Outside of financial advising, Bailey is involved in dog walking and sitting as a part-time activity. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm uses a multi-asset investment approach, combining individual equities and fixed income, mutual funds, ETFs, and covered-call strategies, supported by both fundamental and technical analysis.

David Rains is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding a Series 66 designation and having 22 years of industry experience. His career includes roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a pro bono financial coach with Wings for Widows, providing financial education to individuals who are newly widowed. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, focusing on long-term diversified portfolios that utilize low-cost mutual funds, ETFs, and other investment vehicles. The firm also provides portfolio management, financial planning, and access to independent managers and model portfolios.

Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. CliftonLarsonAllen Wealth Advisors, LLC 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. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

David Schian is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has 10 years of industry experience and has been with CliftonLarsonAllen since 2015. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of discretionary and non-discretionary approaches supported by model portfolios and third-party programs.

Matthew Stockman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and 12 years of industry experience. He has worked with several related firms, including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is the owner of Storyline LLC, an entity established for business expense purposes without active duties. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing diversified investment strategies that include mutual funds, ETFs, individual securities, and alternative investments.

Caleb Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha since 2013. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, working with third-party managers and internal advisors to deliver tailored investment solutions.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.