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 with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at The Oak Ridge Financial Services Group since 2008 and previously at UBS Financial Services and Piper Jaffray Inc. since 1998. 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.

Andrew Harbeck is a financial advisor at Riverbridge with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Riverbridge Partners, LLC since 2015. Outside of his advisory role, he is also registered as a representative of an unaffiliated broker-dealer. Riverbridge Partners is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment-consulting services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm follows a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, including the Riverbridge Growth Fund.

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.

Todd Morris is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Capital Advisory Group, LLC, and United Planners Financial Services. Outside of advisory work, he has been involved in tax preparation services and operated a land flipping business for several years. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, using both in-house strategies and third-party platforms to tailor portfolio construction and monitoring.

Christopher Geist is a financial advisor with Simplicity Wealth, LLC in Eden Prairie, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Simplicity Wealth since 2021 and has prior experience with Financial & Tax Architects, Inc. and First Income Advisors. Geist is also involved in insurance marketing activities, including managing consultants and recruiting advisors. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, individual securities, and independent managers, while providing advisory services alongside technology and operational support for other advisers.

Mark Chamoun is an investment advisor representative with Thrivent Advisor Network, LLC, holding a Series 66 designation and one year of industry experience. He has been with Thrivent Advisor Network, LLC and Thrivent Investment Management since 2025. Prior to his advisory role, he attended Creighton University from 2021 to 2025. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside other investment options, and offers access to independent managers and model portfolios.

Jay Higgins is a CFP® with 12 years of industry experience, currently serving as a client relationship manager and principal at Riverbridge Partners, LLC. He has been with Riverbridge since 2005 and is also a registered representative of IMST Distributors, LLC. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process focused on sound management and conservative accounting, and it offers a range of services including sub-advisory mandates and management of pooled investment vehicles.

Shawn Jacobson is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked at NorthRock Partners since 2017 and previously spent 15 years at Legacy Financial Advisors Corporation. Shawn maintains a current Minnesota insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored, holistic investment approach focusing on broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and employing AI tools to support tax-aware investing and portfolio monitoring.

Andrew Walker is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with Thrivent-affiliated firms and Parable Wealth Partners since 2020, and has prior experience with Purshe Kaplan Sterling Investments and Rocket Capital Management. Walker teaches undergraduate students at Bethel University through a student investment fund experiential learning program and serves on several nonprofit boards, including a faith-based youth organization and Bethel University's investment committee. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, combined with ongoing account monitoring and the selection of independent managers.

Corinne Bedford is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Brighton Jones LLC since 2019 and was previously with Bell Investment Advisors, Inc. for eight years. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm utilizes a whole-balance-sheet approach and offers services including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Chad Carlson is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Valmark Securities, Inc. from 2015 to 2019 and has been associated with Boulay Financial Advisors since 2001 and Boulay, P.L.L.P. from 2000 to 2021. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated entities.

William Adamson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work experience includes roles at Merrill, RBC Capital Markets, Bank of America, and Northwestern Mutual. Adamson serves as a junior varsity hockey coach at Westonka High School. 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.

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

Craig Keisling is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. He has been with Associated Investment Services and Associated Bank since 2026 and 2025, respectively. 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 offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating on a predominately non-discretionary basis.

Alexis Perron is a financial advisor with Great Valley Advisor Group, LLC. He holds Series 63 and Series 65 licenses and has experience working at LPL Financial and Ameriprise Financial Services, Inc. He has also been associated with Salo, a Korn Ferry Company. 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.

Brody Johnson is a CFP® professional with four years of experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His background includes various roles at CliftonLarsonAllen LLP and other financial institutions, as well as academic experience at the University of Minnesota-Duluth. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by model portfolios and third-party managed programs, integrating multidisciplinary planning through its Private Client Services model.

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

Peter Holupchinski is a CFP® and CFA® with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2013. The firm 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. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios utilizing both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Keith Berg is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, along with positions at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Outside of his advisory work, he serves as treasurer of a homeowners association and holds a leadership role in an LLC supporting his advisory firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers ongoing portfolio management, financial planning, and access to independent managers and model portfolios.