Vincent Ruud is a financial advisor at Prosperity - An EisnerAmper Company based in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has worked at Prosperity and DAI Securities since 2023, following a three-year tenure at Ameriprise. Prosperity serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation, diversification, and utilizing third-party managers and technology platforms to support its offerings.

Leif Briel is a Certified Financial Planner® with 15 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various roles from 2011 to 2023. Outside of his advisory work, he has a business entity, Briel Enterprises, LLC, for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a combination of in-house strategies and third-party managers.

Steven Walstad is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with Independent Investment Advisors Inc. since 2013. In addition to his advisory role, he is an independent insurance agent for various companies. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Michael Schumacher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc. Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial data collection and primarily manages accounts on a non-discretionary basis with periodic reviews.

Kevin Paulus is a financial advisor with Principal Advised Services in Savage, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Advisors LLC. At Principal, he also serves as a sales manager supervising investment advisor representatives who provide one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm benefits from integration with the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and model services.

Jon Melander is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked with Bfa Holdings, LLC since 2022 and has been with Boulay Financial Advisors and related firms since 2015. Melander serves as an advisory board member for the Positive Coaching Alliance of Minnesota, a nonprofit focused on youth and high school sports development. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and is distinct for its integration with an affiliated accounting firm and ownership of an insurance agency.

Morgan Cisneros is a financial advisor at New Edge Wealth with 13 years of industry experience. He has held positions at UBS Financial Services, Robert Baird & Co., and Ariel Investments. Outside of his advisory work, he coaches for the Town of Cedarburg Parks & Recreation and is involved in social marketing for health and lifestyle products. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by technology and AI-assisted analytics.

Krista Masera is a Series 65 registered advisor with Berger Financial Group, bringing six years of industry experience. She has worked primarily at Berger Financial Group, with a brief tenure at Cambridge Investment Research Advisors. Outside of her financial career, she is involved with Angler's Haven Resort. Berger Financial Group serves individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial and retirement planning, tax services, and succession planning. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios across a broad range of asset types, often on a discretionary basis.

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Taylor Hubert is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He previously worked at United Health Group and KPMG LLP. Outside of his advisory role, he is involved with Bridgewater Bank. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

April Bortscheller is a financial advisor at Berger Financial Group with 19 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee using fundamental analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Tyler Johnson is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Minnesota Wild. Outside of his advisory role, he is also an author involved in publishing. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

John Karpinsky is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and 38 years of industry experience. His career includes roles at Advanced Wealth Management Group, Inc. and Cetera Wealth Services, LLC. Outside of financial advising, he is a part owner and guide at Promise Land Outfitters, a hunting guide service. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Joseph Nelson is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has worked at Advisornet Wealth Partners since 2012 and previously spent six years with CETERA Advisor Networks LLC. Nelson also refers clients for online banking services through Choice Financial Group. Advisornet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Hugh Dillon is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Oak Ridge since 2003. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis following client approval.

Lucas Auger is a financial advisor at Berger Financial Group in Plymouth, MN, with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans by providing wealth management, financial planning, income tax planning, and retirement-plan consulting. The firm utilizes proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios with a range of asset types on a discretionary basis.

Nicholas Tanner is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Choreo, LLC, RSM US Wealth Management LLC, Cetera Advisors Networks, LLC, and Business & Estate Advisers, Inc. He is based in Delano, MN. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and related services.

David Goldenberg is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Feltl Advisors and Feltl and Company from 2014 to 2018. Outside of his advisory role, he owns Comm Clean Services, an office cleaning business in Plymouth, MN. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, managing both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and written financial plans, with a focus on non-discretionary account management and due diligence in third-party manager selection.