Anika Lunde is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boulay Wealth and previously worked at MRK Financial Solutions and served at the University of Missouri. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with oversight from Investment Selection and Strategy committees and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked for Focus Financial Network and Royal Alliance Associates for 20 years. He serves as a board member and treasurer for his local townhome association. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation monitored by a weekly investment committee and offers specialized services including multi-generational wealth planning and captive insurance company account management.

Carl Arrell is a CFP® and CFA® with 21 years of industry experience, currently serving as a financial advisor at Focus Financial. He has worked with Focus Financial Network, Inc. since 2012 and Royal Alliance Associates from 2012 to 2023. In addition to his advisory role, Arrell provides tax consulting and owns Wealthful, LLC. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering tailored portfolio management and a wide range of investment strategies.

Jonathan Manchester is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with Bailard, Inc. since 2016. Bailard provides wealth management and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs a multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Cassandra Brose is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2020, following positions at Westside Financial Services, LLC and Rita Wilczek, Inc. Outside of her advisory role, she is an independent insurance agent focusing on accident, health, and life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Tate Chalmers is a CFP® credentialed advisor with four years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes roles at Northwestern Mutual Wealth Management Company and White Bear Yacht Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, implementing portfolios through a combination of third-party managers, proprietary models, and technology-driven operational support.

Kerry Edwards is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Edwards serves as the president of the Saint Mary’s University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, emphasizing tailored solutions and a combination of internal and external portfolio management.

Blake Faust is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Boulay Wealth since 2026 and previously practiced at Abbey Street, Wipfli Financial Advisors, and Hewins Financial Advisors. 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, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting.

Kyle Swan is a CFP® and ChFC® with 12 years of experience at Mutual of Omaha Investor Services, Inc. He serves as Director of Planning at Clarity Financial and is also an insurance agent licensed in life, accident, health, variable life, and variable annuity products. Outside of finance, he performs as a freelance percussionist with various arts organizations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through platform relationships with Envestnet and Pershing, serving a broad range of clients including non-HNW and high-net-worth individuals.

Noel Silker is a CFP® professional with 15 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at Silker & Schmitt LLC and Raymond James Financial Services. JNBA Financial Advisors is a fee-only, SEC-registered adviser managing roughly $2 billion in discretionary assets, serving a range of clients from individuals to family offices. The firm employs a multi-asset approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, incorporating both fundamental and technical analysis alongside AI-supported processes.

Harry Purcel is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Berthel Fisher since 2004. Outside of his advisory role, he serves as a board member for the Dune Deck Condominium Association in South Palm Beach, Florida. Berthel, Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm provides a range of asset management solutions through approximately 100 independent investment adviser representatives.

Ellen Horan is a CFP® with 10 years of industry experience, currently serving as an advisor at Boulay Wealth. She previously worked at Valmark Securities, Inc. from 2016 to 2019 and has been affiliated with Boulay Financial Advisors and Boulay, PLLP since 2012. Boulay Wealth advises 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 integrates advisory, tax/accounting, and insurance services through affiliated entities.

Kenneth Edwards is a financial advisor with Focus Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience and has worked with Focus Financial Network, Inc. since 2002. Edwards is also a partner in Edwards & Osmonson, LLC, which provides tax and accounting services. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers managed account services, financial planning, and retirement plan consulting with a personalized investment approach tailored to clients’ Investor Profiles.

James Trebisovsky is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Larson Financial Group, he worked for eight years with the West St Paul School District 197. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm combines strategic and tactical investment approaches, employs a variety of management programs, and uses AI-assisted tools alongside human review to support research and client services.

Joseph Bloodgood is a CFP® with 17 years of industry experience, currently serving as an advisor at Boulay Wealth in Eden Prairie, MN. His prior work includes roles at Boulay Financial Advisors, ValMark Advisers, Inc., and Bfa Holdings, LLC. He is also involved as a manager in Boulay Insurance Solutions, a fixed insurance business. Boulay Wealth is a multi-advisor firm providing wealth management services to individuals, corporate retirement plans, and charitable institutions. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, with a structure that integrates accounting, insurance, and legal services through formal affiliations.

Erika Wood is a CFP® professional with 18 years of industry experience, currently serving at Balefire, LLC. She has held roles at firms including Purshe Kaplan Sterling Investments and Principal Financial Group. In addition to her advisory work, Wood coaches a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in regulatory assets.

Jacob Mathews is a CFP® certified financial advisor with two years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has held several advisory roles since 2023. His background includes work with multiple teams within the firm and prior experience at Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, including proprietary models and third-party managers, and integrates technology and operational outsourcing into its service delivery.

Brian Thorkelson is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at DAI Securities, AdvisorNet Wealth Management, Cetera Advisor Networks, Triad Advisors, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with about 63 advisors managing roughly $5 billion in assets, emphasizing asset allocation and diversification while utilizing third-party managers and technology platforms.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at JNBA since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for three years and also spent two years at the Minneapolis Club. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some 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 range of strategies and incorporating AI tools alongside human review.

Anthony Ferrara is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2010. Ferrara is also involved as an owner of AJF Holdings, LLC, which provides financial advisory services through Larson Financial Group. Larson Financial Group offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical investment approaches, and it integrates third-party money managers, AI-assisted tools, and affiliated services that extend into broker-dealer activities, real estate brokerage, private equity, and pension consulting.