Lisa Walt is a financial advisor at Larson Financial Group, LLC, with six years of industry experience. She holds the Series 66 designation and previously worked at Counsel Wealth Management, Inc. from 2015 to 2020. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and it offers formal pension-consulting services alongside affiliated broker-dealer and private-equity activities.

Max Birkinbine is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ausdal since 2017. Outside of his advisory role, he is involved in consulting for business owners on cost-saving measures and operates a wealth management firm providing investment advice and CFO services on a consultative basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of portfolio strategies across multiple custodians.

Catherine Peters is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations. Peters has been associated with Gradient Advisors and its related entities since 2014. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Justin Hamilton is a financial advisor at Gradient Investments, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and Wealth Enhancement Group. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios managed on a discretionary basis with an emphasis on managed portfolios that include ETFs, mutual funds, individual equities, and other investment vehicles.

Barbara Kirby is a financial advisor with Focus Financial Network, Inc. She holds the CFP® and ChFC® designations and has 43 years of industry experience. She has been affiliated with OSAIC and Focus Financial since 2006. Outside of her advisory role, she is a partner in a student rental housing LLC. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Bradley Struve is a financial advisor with ON Investment Management Company who holds a Series 63 designation and has 48 years of industry experience. He has worked at The O.N. Equity Sales Company since 1992 and at Aetna Life and Casualty since 1978. Outside of his advisory role, Struve is president and shareholder of Pilot Financial Partners, Inc., where he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and offers access to various third-party investment programs.

Kenneth Lachance is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding a Series 66 credential and four years of industry experience. He previously worked at Wells Fargo Clearing for 32 years before joining Associated Investment Services and Associated Bank. Outside of advisory work, he is involved in a real estate investing business through CHANCE4PROPERTIES, LLC. 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 utilizes model portfolio and separately managed account programs implemented by third-party managers and its affiliate Kellogg Asset Management, delivering advisory services mainly through the Envestnet/NFS platform.

Daniel Steichen is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Personal Wealth Partners LLC and LPL Financial, LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside custom solutions.

Richard Koch is a financial advisor at Mutual Advisors, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors and Mutual Securities since 2019. Prior to that, he spent over two decades with Principal Life Insurance Company and Princor Financial Services Corporation. Outside of his advisory role, he is a licensed insurance agent specializing in life, disability, and long-term care insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, and institutional investors. The firm manages portfolios using a blend of active and passive strategies tailored to client objectives and is notable for its scale of institutional work, managing approximately $9.45 billion across 154 advisors.

Bryan Lee is a Series 65 licensed advisor at Gradient Advisors, LLC with one year of industry experience. His prior roles include positions at Gradient Investments, Wells Fargo Clearing Services, Wells Fargo Bank, Select Comfort, and Securian Financial. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining JNBA in 2023, he worked at BNY Mellon from 2019 to 2023 and has a background that includes positions outside finance, such as at Ruth's Chris Steakhouse and the University of Central Florida. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, covered-call strategies, and incorporates AI tools alongside fundamental and technical analysis.

Timothy Rosga is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Sagepoint Financial, Inc., City National Bank, and RBC Capital Markets, LLC. Outside of his advisory role, he is an insurance agent providing financial consulting and various life insurance products through a separate business. Gradient Securities, LLC operates as a multi-team firm offering financial planning, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, including high-net-worth clients, as well as business entities and trusts. The firm emphasizes a non-discretionary investment approach with third-party manager oversight and maintains multiple affiliated businesses, disclosing revenue-sharing arrangements in client communications.

Christopher Mc Grann is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at IMST Distributors, U.S. Bancorp Investments, US Bank, and Sanford C. Bernstein & Co. He is based in Minneapolis, MN. Riverbridge Partners is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process and manages strategies that include Enhanced Income portfolios, serving a broad client base that includes sovereign wealth funds and other institutional investors.

Brian D'orazio is a CFP® and CFA® with 21 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. 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 combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Rose Hammes Nestor is a financial advisor with Focus Financial who holds Series 63 and Series 66 designations and has 15 years of industry experience. She has worked at Focus Financial and its affiliated firms since 2016. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering managed account services, financial planning, and retirement plan consulting with an emphasis on coordinated estate and tax planning.

Michael Clancey is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently works at Fiduciary Counselling, Inc. and previously held positions at the Minnesota State Board of Investment and Portico Benefit Services. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment vehicles including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Alec Finn is a financial advisor at Oxford Financial Group, Ltd. based in Minneapolis, MN, with a Series 65 credential and two years of industry experience. His prior work includes positions at SRS Acquiom and US Bank, as well as service in the U.S. Navy from 2011 to 2019. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes through dedicated investment teams.

Jason Mahn is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at CITY NATIONAL BANK, RBC Capital Markets, LLC, and Plexus Corp. He maintains a Wisconsin insurance license for Accident & Health, Life, and Variable contracts. 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 focusing on broad asset allocation, diversification, and tax-aware investing, utilizing independent managers and private market allocations alongside AI and automated tools.

William Steinbauer is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Steinbauer has been with Oak Ridge Financial Services Group since 2004. 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.

David Wischmeier is a financial advisor with M Holdings Securities, Inc. in Minneapolis, MN, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Winged Keel Group since 2025 and previously with Mbw Group, NBW Insurance Group, and Story Capital. Wischmeier serves as a board member for Saint Paul's Outreach and is the treasurer of Holy Trinity Hermitage, Inc., a charitable ministry. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory services.