Clare Schmokel is a financial planner with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Clare previously worked at Clarity Financial and has experience in various roles including insurance sales focused on life, health, and annuity products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Douglas Ollila is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including 27 years at UBS Financial Services prior to joining Oak Ridge in 2016. 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, with a focus on both discretionary and non-discretionary account management.

David Beise is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has held prior positions at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Beise is a partner at ELMOBE LLC, an entity established to manage expenses related to his advisory business. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs.

Travis Busch is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Thrivent Financial, Mutual of Omaha Insurance Company, Ameriprise Financial Services, and Guardian Life. Outside of his advisory work, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Nathaniel Wisely is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC. Outside of his advisory work, he serves as Chair of the Search Committee for Director of Youth Ministries at Valley Evangelical Free Church. Thrivent Advisor Network, LLC provides discretionary and non-discretionary 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.

Sean Huntley is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valmark Securities, Inc. for 15 years. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, employing a strategic asset allocation approach supported by model portfolios and multidisciplinary planning from its parent firm, CliftonLarsonAllen LLP.

Jed Magstadt is a financial advisor at Northrock Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Northrock Partners since 2017, following a one-year tenure at Pacific Point Advisors, LLC. He maintains a current Minnesota 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 emphasizing diversification, broad asset allocation, and periodic rebalancing, incorporating private market allocations and automated tools alongside human oversight.

Peter King is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 41 years of industry experience. He has held securities licenses Series 63 and Series 65. Prior to joining Oak Ridge in 2022, he worked for Colliers Securities LLC for 14 years. 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.

Mark Hennings is a financial advisor at Lanark Financial, Inc. in Minnetonka, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with NBC Securities, Inc. for 11 years since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary account management through a variety of program-based platforms.

Matthew Quinn is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial for over 16 years and Personal Wealth Partners, LLC for six years. Outside of advisory roles, he maintains a small farm operation and serves as a notary. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing a mix of in-house strategies, third-party managers, and sponsored platforms to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Tyler Loch is a CFP® certificant with eight years of experience in the financial industry, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2018. His prior roles include positions at Alerus and Bremer Bank. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, combining RIA fiduciary services with broker-dealer and insurance activities. The firm’s investment approach includes strategic asset allocation through model portfolios overseen by an Investment Committee, supplemented by third-party managed programs and private placements.

Matthew O'Connell is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has roles at Thrivent Investment Management and Thrivent Advisor Network d/b/a Parable Wealth Partners. Outside of his advisory work, he is the owner of Storyline, LLC, a non-investment-related business. Thrivent Advisor Network provides discretionary and non-discretionary 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 constructs diversified portfolios using low-cost mutual funds and ETFs, supports ongoing account monitoring, and combines related household accounts for review.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Valmark Securities, Inc. for four years. Schneeman serves as a volunteer board member for the University of Marquette Alumni Association's Minnesota Chapter and as a member of the Finance Committee for the Nativity School Advisory Council in St. Paul, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated services including tax preparation and insurance through affiliated entities.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has worked at several firms, including Carlson Capital Management, LLC and Affiance Financial LLC, and is a Principal of CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, integrating fiduciary RIA services with broker-dealer and insurance offerings. The firm employs a strategic asset allocation approach supported by multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

William Richardson is a financial advisor at Avior Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sound Income Strategies LLC, Oakwood Capital Advisors, Allianz Life Insurance Company, and other firms. Outside of advisory work, he is involved in fixed insurance sales and manages a branch location that markets investment advisory and fixed insurance services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable entities, and banking institutions, using both long- and short-term strategies with continuous portfolio supervision.

Karen Wegner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked with CliftonLarsonAllen since 2018 and previously held roles at LPL Financial, LLC and The Priebe Group LLC. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed model portfolios along with third-party programs, integrating multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Jacob Wolkowitz is a CFA® charterholder with 14 years of industry experience. He has worked at Accredited Investors Wealth Management since 2011. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm employs a mean-reversion investment approach and offers clients access to a range of private investment strategies alongside traditional portfolios.

Michael Follese is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Princor Financial Services Corporation and Principal Life Insurance Company for 32 years. Follese also operates an independent insurance sales business focused on life and health insurance. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its institutional work and range of advisory services.

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Modus Advisors, Somerset Group, and Northwestern Mutual. He is also a Minnesota-licensed life, accident, and health insurance agent. 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 that includes diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and portfolio monitoring.