Annie Paul is a financial advisor at Riverbridge Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Riverbridge since 2019. Prior to joining Riverbridge, she was employed at UnitedHealth Group and TripleTree LLC. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process centered on five key factors and offers services including sub-advisory mandates and management of pooled investment vehicles.

Shauna Bednar is a CFP® professional with five years of experience at NorthRock Partners and a total of ten years in the financial services industry. Prior to joining NorthRock Partners, she worked at U.S. Bank and UMB Private Wealth Management. 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 focused on asset allocation, diversification, and periodic rebalancing, often incorporating independent managers and private market allocations into client portfolios.

Cory Zafke is a financial advisor at AdvisorNet Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Clearpath Wealth Advisors and Allianz Life Financial Services. Outside of his advisory role, Zafke serves as chapter president and instructor for the American Financial Education Alliance, providing financial educational workshops. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management strategies.

Ximena Silva Avila is a CFP®-certified financial advisor at Perennial Financial Services with six years of industry experience. Her prior roles include positions at LPL Financial and Edward Jones, as well as consulting work at O'Rourke Strategic Consulting. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual, trust, pension, and corporate clients. The firm employs a range of portfolio strategies tailored to client goals and incorporates new technology, including AI tools, to enhance portfolio analysis and client services.

Ryan Warner is a financial advisor with Prosperity Capital Advisors in Maple Grove, MN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, with previous roles at Oakwood Capital Securities, Mercap Securities, Valor Capital Management, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Warner owns an eBay business. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm employs model-based, asset-allocation strategies and offers services including financial planning, consulting, and discretionary investment management.

William Bergstrom is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Focus Financial Network since 1995 and serves in executive and board roles within the firm, including as a 401k Trustee and compensation committee member. Bergstrom is also involved in managing a family testamentary trust and has established entities as part of his succession planning. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services that incorporate portfolio management, asset allocation, and coordinated planning with other professionals to address legal and tax considerations.

Joseph Godfrey is a financial advisor at Van Clemens Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Financial, Waddell and Reed, and various insurance carriers. He serves as board chair and treasurer of Good Soil Ministries, a non-profit organization, and is a board member of the Financial Advisor Training Institute. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary management, incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

John Watkins is a CFP® professional with 41 years of experience in the financial services industry. He is affiliated with Focus Financial and OSAIC, where he has worked since the early 1990s. Watkins serves as Board Chairman and Executive Committee Chair for Focus Financial Network, participating in board governance and business continuity planning. He also acts as co-trustee on his parents' revocable living trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of investment management and financial planning services tailored to client needs.

Jeffrey Kolodjski is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 17 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and has been affiliated with LPL Financial since 2012. Great Valley Advisor Group, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. 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.

Thomas Kirihara is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Ameriprise Financial Services, Inc. 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 through RBC Capital Markets, and comprehensive or segmented financial plans.

Korey Koob is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Momentum Independent Network Inc., U.S. Bancorp Investments, Wells Fargo Bank, and TCF Bank. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by leading asset managers.

Robert Burns is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Advisory Solutions Group, he worked at CS Planning Corp. and has managed several personal business entities, including serving as president of Pillars of Success LLC, which operates two accounting firms. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to build diversified portfolios and provides turnkey business and back-office services to other registered investment advisory firms.

Andrew Koskie is a financial advisor with Avantax Planning Partners, Inc. in Saint Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Cetera Wealth Services, CRI Securities, and Securian Financial Services. Outside of finance, he owns a landscaping and lawn mowing business. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives, serving individuals, pension and profit-sharing plans, charitable organizations, and businesses.

Jacqueline Fursman is a financial advisor at AdvisorNet Wealth Partners with five years of industry experience. She holds a Series 65 designation and has worked at firms including Clear Path Financial Services and Lifestyle Financial & Tax Advisors. In addition to her advisory role, she provides Medicare education and enrollment services as an insurance agent. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs multiple management approaches to meet client objectives.

Mitchell Stolba is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2014. Stolba is engaged in multiple investment advisory roles within affiliated entities, including activities as an insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

John Stadtmueller is a financial advisor at Realta Investment Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Invest Financial Corp. John joined Realta Investment Advisors and Realta Equities in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs an individualized investment approach using asset allocation across multiple asset classes and offers portfolio management implemented in-house or through third-party managers.

Alexandra Grupe is a financial advisor at Principal Advised Services with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within the Principal Financial Group family since 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to access a range of proprietary products and integrated services.

Tyler Cook is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, Inc., and THRIVENT Financial. He is also the owner of Storyline, LLC, an entity established for business expenses related to his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Trevor Nelko is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Focus Financial Network and OSAIC since 1999. Nelko is also the owner of Nelko Financial Services, Inc. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Anya Gage is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds the Series 65 designation and has worked at Vanderbilt Advisory Services since 2019. Outside of her advisory role, she is licensed in Minnesota for health and life insurance and assists with fixed insurance needs analysis. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.