Matthew Delaney is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He currently works at Boulay Wealth and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and offers an integrated advisory, tax, and insurance service model through affiliated firms.

Corinn Berken is a financial advisor at JNBA Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked in wealth management at Wells Fargo Private Bank for four years. Berken has been with JNBA Financial Advisors since 2017. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services, retirement plan consulting, and business consulting for select clients such as professional athletes, utilizing a range of investment strategies and third-party platforms for portfolio management.

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 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc. before joining Oak Ridge in 2019. 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.

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 previously worked at UBS Financial Services for eight years and Robert Baird & Co. for two years. Outside of his advisory role, Morgan is involved in coaching for the Town of Cedarburg Parks & Recreation and participates in social marketing for a health and wellness company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human oversight.

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., holding a Series 66 license with two years of industry experience. Prior to joining LaSalle in 2024, he worked at United Health Group from 2021 to 2024 and KPMG LLP from 2015 to 2021. Outside of his advisory role, he is involved in fixed insurance activities with Bridgewater Bank in Minnetonka, MN. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

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 and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including prior roles at Cetera, Cetera Wealth Services, LLC, and Advanced Wealth Management Group, Inc. Outside of his advisory work, he is part owner and guide of Promise Land Outfitters, a hunting guide service. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and allocates to sub-advisors or internal models to meet client objectives.

Joseph Nelson is a CFP® professional with 23 years of experience in the financial services industry. He has been with AdvisorNet Wealth Partners since 2012 and previously worked at Cetera Advisor Networks LLC for six years. He is also involved with Advanced Retirement Resources and participates in a referral arrangement with an online banking service. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using various asset classes and offers both discretionary and non-discretionary management services.

Hugh Dillon 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, including 23 years with Oak Ridge. 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, serving clients through both discretionary and non-discretionary account management.

Lucas Auger is a CFP®-certified financial advisor with eight years of industry experience, currently with Berger Financial Group in Plymouth, MN. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, New York Life Insurance Co., and Red Square. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management and comprehensive financial planning. The firm employs long-term, fundamental analysis-based investment strategies managed primarily on a discretionary basis with periodic client reviews.

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.