Nathaniel Wisely is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC. Outside of his advisory work, he serves as Chair of the Search Committee for Director of Youth Ministries at Valley Evangelical Free Church. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios.

Sean Huntley is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at CliftonLarsonAllen since 2005 and previously spent 15 years at Valmark Securities, Inc. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, emphasizing strategic asset allocation through model portfolios and multidisciplinary planning integrated with tax, estate, and risk professionals.

David Hynes is a financial advisor at Focus Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with OSAIC since 2001. He serves as co-trustee for a family trust, managing assets and trust administration alongside his sister. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning services.

Jed Magstadt is a financial advisor at Northrock Partners, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Pacific Point Advisors, LLC for one year before joining Northrock Partners in 2017. He maintains an active Minnesota insurance license for Accident & Health, Life, and Variable Contracts. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations into client portfolios.

Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. 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.

Matthew Quinn is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial for over 16 years and Personal Wealth Partners, LLC for six years. Outside of advisory roles, he maintains a small farm operation and serves as a notary. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing a mix of in-house strategies, third-party managers, and sponsored platforms to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Tyler Loch is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, bringing 8 years of industry experience. Prior to joining CliftonLarsonAllen in 2018, he held roles at Alerus and Bremer Bank. 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 through model portfolios and combines fiduciary advisory services with broker-dealer and insurance activities.

Jeffrey Thorup is a CFP® with 35 years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He has been associated with OSAIC and Focus Financial Network, Inc. since 1995. Thorup also serves as President of Thorup Financial Services, Inc. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporations. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and legal or tax implementation.

John Bina is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been associated with Osaic and Focus Financial Network since 1994. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, retirement plan consulting, and financial planning services with a diverse range of investment strategies and products.

Matthew O'Connell is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has roles at Thrivent Investment Management and Thrivent Advisor Network d/b/a Parable Wealth Partners. Outside of his advisory work, he is the owner of Storyline, LLC, a non-investment-related business. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, supports ongoing account monitoring, and combines related household accounts for review.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has held roles at Carlson Capital Management, Private Client Services, Affiance Financial LLC, and Cetera Advisor Networks LLC. He is also a Principal of the parent firm CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and offers integrated multidisciplinary planning supported by an Investment Committee and a range of investment products and strategies.

Karen Wegner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at CliftonLarsonAllen since 2018. Prior to that, she was with LPL Financial and The Priebe Group LLC from 2016 to 2018. 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 uses a combination of discretionary and non-discretionary approaches, integrates multidisciplinary planning through its parent company, and offers investment banking and placement services under CLA Meridian Capital.

Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

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.

Michael Follese is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Princor Financial Services Corporation and Principal Life Insurance Company for 32 years. Follese also operates an independent insurance sales business focused on life and health insurance. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its institutional work and range of advisory services.

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Modus Advisors, Somerset Group, and Northwestern Mutual. He is also a Minnesota-licensed life, accident, and health insurance agent. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and portfolio monitoring.

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 spent time at UBS Financial Services and Piper Jaffray Inc. 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.

Lauren Brauer is a financial advisor at Focus Financial with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Royal Alliance Associates, Northwestern Mutual, and State Farm. Outside of her advisory role, Brauer coaches youth volleyball with the MN Select Volleyball Club. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice, managed account services, and retirement plan consulting, emphasizing coordination with other professionals for estate and tax planning.

Bennett Lang is a financial advisor with Focus Financial who holds a Series 66 designation and has 11 years of industry experience. He has been with Focus Financial since 2015 and is also affiliated with OSAIC. Outside of his advisory role, Lang provides notary services as needed. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account solutions, retirement plan consulting, and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Andrew Harbeck is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked at Riverbridge Partners since 2015 and concurrently at Foreside Fund Services since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, serving multiple institutional clients and utilizing performance-based fee arrangements for qualified investors.