Mike Nimmo is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Kinetic Investment Management and Allianz Life, among other firms. Outside of his advisory role, he is the founder of Play It Forward Group, which organizes a charity golf tournament with a portion of proceeds donated to charity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.

Jeremy Smalley is a financial advisor at Principal Advised Services with 21 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2007. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and comprehensive supervision.

Paul Giannobile is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Focus Financial Network Inc. since 1998 and is president of 401K Solutions, Inc., an S-Corp used for business expense and tax planning. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, charities, and corporate entities. The firm offers managed account services and financial planning with a personalized investment approach that incorporates portfolio management, asset allocation, and coordination with external professionals for estate and tax planning.

Cassity Wingenbach is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. Wingenbach has previously worked at Eide Bailly Advisors and United Planners' Financial Services among other firms. Outside of advising, Wingenbach served for 16 years at Bismarck Gymnastics Academy. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with a focus on asset allocation and diversification, managing approximately $5 billion in client assets.

Aaron Brandt is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been affiliated with Great Valley Advisor Group, LPL Financial, and Exeter Wealth Management since 2016. 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 with a focus on individualized portfolio construction and oversight, utilizing both in-house and third-party managed strategies.

Paul Christopher is a CFP® professional with 14 years of experience in financial advisory roles. He is currently with Thrivent Advisor Network, LLC and has previously worked at firms including Ameriprise and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he participates in client education meetings related to long-term care insurance referrals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm offers portfolio management and financial planning services, typically constructing diversified long-term portfolios using low-cost mutual funds and ETFs alongside other investment options.

Sean Barrett is a financial advisor with AdvisorNet Wealth Partners based in Minnetonka, MN, holding a Series 66 license and 10 years of industry experience. His prior experience includes roles at Northwestern Mutual and Cetera Advisor Networks. He is also involved in financial planning through Advanced Retirement Resources Inc. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, incorporating both discretionary and non-discretionary management strategies.

Jon Berg is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63, 65, and 66 designations and 30 years of industry experience. He has been with Oak Ridge since 2003. Outside of finance, Jon is a songwriter and performer who produces music both physically and digitally. 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.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with CliftonLarsonAllen since 2015 and serves as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by an Investment Committee and integrates advisory services with multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Scott Rickford is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Oak Ridge since 2004. Outside of his advisory role, he is involved in cattle ownership, which is a completely passive activity unrelated to his investment work. 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 platforms, primarily managing assets on a non-discretionary basis.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a mix of fundamental and technical analysis supplemented by AI tools.

Gregory Rieckhoff is a Series 65-licensed advisor at Royal Fund Management, LLC with nine years of industry experience. He has worked at Royal Fund Management since 2017 and has operated Rieckhoff Services, an insurance agency focused on life and annuity products, since 2002. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay for enrolled clients.

Brandon Cowan is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2014. 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.

Ryan Williams is a CFP® professional with 17 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, FSC Securities Corp, Guardian, and Park Avenue Securities. Williams is involved in various insurance-related activities, including specializing in HSA and Medicare Supplement products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through both in-house strategies and third-party managers.

John Bussey is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. Outside of his advisory role, he has been involved with several nonprofit organizations, including the InnerCity Tennis Foundation and the Lifetime Foundation. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, incorporating fundamental, technical, and quantitative analysis across a diversified range of investments.

Martin Binn is a financial advisor at Hilltop Securities Inc. in St. Paul, MN, holding Series 63, 65, and 66 licenses with eight years of industry experience. Prior to joining Hilltop Securities in 2019, he worked at TCF Bank from 2017 to 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm employs an open-architecture platform featuring third-party and firm-sponsored investment strategies, combined with custody, banking, and market-making capabilities.

Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. He also has experience working at the University of St. Thomas. 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 investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and utilizing AI-supported tools alongside human oversight.

Andrew Ostlund is a CFP®-certified financial advisor with 20 years of industry experience, currently with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior roles include positions at Ascensus, Securian Financial Services, Homestead Advisers Corp., and Ameriprise. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines registered investment advisory services with broker-dealer and insurance activities, implementing investment strategies through model portfolios overseen by an Investment Committee and supported by multidisciplinary planning resources.

Daniel Swenson is a financial advisor at Balefire, LLC with a Series 65 designation and over 15 years of professional experience. Prior to joining Balefire in 2025, he worked at IMEG Consultants and Horizon Virtual, and spent 14 years at CentraCare Health. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.