Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Ryan Damhof is a financial advisor at Great Valley Advisor Group, LLC with a Series 65 credential and six years of industry experience. His prior work includes roles at Sandahl & Damhof, Sauber Legal Services, Messerli Kramer, and Erickson & Wessman. 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 large advisor network, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Brad Mcmurray is a CFP® professional with 34 years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He has been associated with Focus Financial Network, Inc. since 1992 and Osaic Wealth since 1997. In addition to his advisory role, he is involved in the sales and service of fixed insurance products. Focus Financial Network, Inc. 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 investment management and financial planning services.

Clare Schmokel is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior experience includes roles at Clarity Financial and Charlies On Prior. Clare is also licensed as an insurance agent, focusing on life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and emphasizes a platform that integrates third-party money managers and model portfolios.

Douglas Ollila is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2016. The Oak Ridge Financial Services Group 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 accounts typically managed on a non-discretionary basis and custody and trade execution conducted through RBC Clearing & Custody.

Rex Kohl is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. He previously worked at LPL Financial, LLC for 19 years and has been associated with Financial Resource Management Group, Inc. since 2000. Outside of finance, he owns and operates agricultural and product development businesses, including a farm where he raises sweet corn sold to a local grocery chain. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Joshua Canniff is a financial advisor with Advisornet Wealth Partners and holds CFP® and Series 66 credentials. He has 20 years of industry experience and has worked with Cetera and its affiliated firms since 2012. Canniff is also involved as a financial advisor with Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning. 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 employs diversified portfolios with equities, fixed income, mutual funds, and ETFs, utilizing both discretionary and non-discretionary management approaches.

Travis Busch is a financial advisor at Balefire, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial, Mutual of Omaha, and Ameriprise Financial Services. Outside of his advisory role, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is a multi-team SEC-registered investment adviser that serves individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with oversight from an Investment Committee and offers discretionary portfolio management, financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. The 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 client involvement in portfolio decisions and conducts custody and trade execution through RBC Clearing & Custody.

Mark Hennings is a financial advisor at NBC Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to a diverse client base including individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs, discretionary manager selection, and model portfolio management.

Andrew Wixon is a CFP® professional with 16 years of experience in financial advising. He is currently with Berger Financial Group and has previous experience at Gardner Financial Services Inc and Wixon Advisors. Outside of his advisory work, he serves as Director of Finance for Bookstore Movers. Berger Financial Group provides wealth management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm uses proprietary, fundamental analysis-based investment strategies and offers discretionary portfolio management alongside tax and succession planning services.

Amy Wolff is a CFP® with 33 years of experience in financial planning and investment management. She is affiliated with AdvisorNet Wealth Partners and has held various roles since 2002, including positions at Cetera and Collaborative Associates. Wolff is a board member of Daisy Camp, a nonprofit that provides divorce resources and education focused on women, and is involved in entrepreneurial ventures including a fintech company developing tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and related advisory services to a broad client base including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies utilizing equities, fixed income, and other asset classes, and delivers both discretionary and non-discretionary management tailored to client objectives.

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.

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.

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.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Larissa Pettit Stentz is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oak Ridge since 2008, previously associated with UBS Financial Services and Piper Jaffray Inc. 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, access to third-party portfolio managers through RBC Capital Markets, and conducts most account management on a non-discretionary basis with periodic reviews.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Scott Thiel is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Guardian Resources, Cetera, Advisornet Brokerage, and Northwestern Mutual. Outside of advisory work, he is an insurance agent specializing in fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives.