Matthew Hoekstra is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 license and 10 years of industry experience. His career includes roles at Cetera, Stewards Planning Group, and Avantax, among others. Outside of his advisory work, he serves on the board of Central Minnesota Christian School, participating in governance and policy-setting for the institution. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary portfolio management combined with regular client reviews.

Marie Kata is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LaSalle St. Investment Advisors since 2006 and LaSalle St Securities since 2001. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, including the LaSalle St. Asset Management Program (LAMP), third-party manager oversight, and a range of managed programs utilizing diverse asset classes.

Justin Dering is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. His prior roles include positions at Fortune Financial, Integrated Equity Management, and Minnesota Life Insurance Company. He is a partner in a life insurance partnership related to Peak Design, a non-investment business activity. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Eric Kallal is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding a Series 63 designation and 13 years of industry experience. He has worked with Cetera and Executive Financial Services, Inc., in addition to his current role at Advisornet Wealth Partners. Kallal is also involved in multiple financial advisory activities including ownership of ESK Financial. 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 a range of investment vehicles and employs both discretionary and non-discretionary management strategies.

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Joseph Gossett is a CFA® charterholder with eight years of industry experience. He has worked at NewEdge Wealth and NewEdge Securities LLC since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial services career, he was employed at Entrust DataCard Corporation for two years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools such as AI-assisted analytics.

Eric Hansen is a Series 65-registered advisor with Berger Financial Group, based in Plymouth, MN, and has three years of industry experience. Prior to joining Berger Financial Group, he worked for Fresh Start Companies, Inc. for 19 years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, using proprietary long-term investment strategies developed by its Investment Committee.

Robin Edgar is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2013. Outside of his advisory role, Edgar is involved in several business activities including ownership of a consulting and coaching firm focused on exit planning and business succession, participation on a University of Minnesota nonprofit board supporting MIS students, and engagement in health and wellness product distribution. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA plan services tailored to client objectives.

Chad Olson is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and having 18 years of industry experience. He has worked with multiple firms including Cetera and co-owns businesses related to divorce planning and education, such as Divorce Financially and Simplify My Divorce, as well as a meal-planning website focused on the Paleo diet. Olson also provides strategic input for fintech tools aimed at divorce professionals. Advisornet Wealth Partners offers investment management and financial planning services to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies and combines discretionary and non-discretionary management approaches to meet client objectives.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Eva Wilson is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Encompass Wealth Advisors and Panoramic Financial Solutions, both affiliated with Ameriprise Financial, and has experience in healthcare and fitness sectors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm offers specialized family office services and business consulting, using a team-based approach and a variety of investment strategies.

Chris Eldred is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network, Inc. since 2009. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Christopher Nelson is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Dinsmore Compliance Services, Innovation Partners LLC, Mount Yale Capital Group, The Leaders Group, Allianz Life Financial Services, and American Financial (TruChoice). 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 through RBC Capital Markets, generally managing most accounts on a non-discretionary basis with periodic reviews.

Matthew Heilmer is a financial advisor at Boulay Wealth with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Boulay Financial Advisors in 2021, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling 14 years in those firms. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach overseen by Investment Selection and Strategy committees, focusing on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated tax and insurance firms.

Marie Williams is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes.

Taylor Sundeen is a CFP® professional with 18 years of experience in the financial services industry. He is currently with AdvisorNet Wealth Partners and previously worked at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of advising, Sundeen is a licensed real estate agent with Realty Group, Inc. AdvisorNet Wealth Partners provides 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 using various asset classes and manages accounts through discretionary and non-discretionary arrangements.

John Dritz is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Focus Financial and OSAIC since 1996 and serves as a board member for Focus Financial, participating in company governance and committee activities. Focus Financial Network 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 managed accounts, retirement plan consulting, and financial planning services.

Bradley Weber is a financial advisor at Aspiriant, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm employs customized investment programs informed by internal Capital Market Expectations and offers a range of investment options including third-party managers, ETFs, and private investments.

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He previously worked at Merus Global Investments for five years and Winthrop Wealth Management for two years. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting, using multi-asset portfolios with equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis and AI tools.