Fredrik Borstad is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2010 and is involved in several business activities, including operating Waterfront Financial Group, LLC and owning Succession Strategies Group (BOSS GROUP). Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and due diligence on third-party advisers.

Travis Hansberger is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial For Lutherans and Thrivent Investment Management for 13 years before joining Great Valley Advisor Group and Millstone Wealth Management. Hansberger serves on the finance committee of Groves Academy, an independent day school for children with learning disabilities and attention disorders. Great Valley Advisor Group is a 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 through a network of approximately 190 advisors.

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.

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.

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.

Samuel Wade is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors LLC and LPL Financial. Outside of advisory roles, he has experience in real estate and hospitality sectors, having worked at firms including Patriot Realty and Spring Hill Golf Club. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jonathan Dennison is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 credential and 10 years of industry experience. He has been affiliated with Focus Financial Network since 2013 and Osaic since 2015. Dennison is also the owner of New Liberty Wealth LLC, a personal LLC that manages his revenue streams separately from his advisory firm. 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, 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.

Derek Wiitala is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC in Minnetonka, MN. He has prior experience working at Endeavr Financial Planning & Wealth Management, Isthmus Partners, and Reinhart Partners, as well as the University of Wisconsin-Madison. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies, and provides financial planning and retirement-plan consulting through a large network of approximately 190 advisors.

Derek Hagen is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. He previously worked at Money Quotient and holds a long-term association with Meaningful Money, which he has been involved with since 2017. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and utilizes both in-house and unaffiliated sub-advisers for specialized portfolio management.

Richard Koch is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding a Series 63 credential and bringing 43 years of industry experience. His prior roles include positions at Principal Life Insurance Co and Princor Financial Services Corporation, where he worked for over three decades. Outside of advisory work, he is also 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, retirement plans, and institutional clients, managing portfolios through a blend of active and passive strategies with an emphasis on diversification and client-specific objectives. The firm is notable for its scale of institutional management and its comprehensive advisory services that incorporate multiple analytical approaches and third-party tools.

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.

Clifton Ross is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously with Guardian Capital Management, Guardian Wealth Strategies, and Legacy Printing. Ross is also the owner of American Heritage Group, LLC, where he conducts insurance sales and services. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to a diverse clientele including individuals, corporations, and trusts.

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 at Riverbridge with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IMST Distributors, U.S. Bancorp Investments, and AllianceBernstein. He is based in Minneapolis, MN. Riverbridge Partners is an SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and investment-consulting services to individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment approach and manages a range of strategies, including the Riverbridge Growth Fund and Enhanced Income strategies.

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.

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.

Erik Howe is a CFP® professional with one year of experience, currently affiliated with AdvisorNet Wealth Partners. His prior experience includes roles at Advanced Retirement Resources and The Navigators. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management options.

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.