David Matthews is a CFP® with 21 years of experience, currently serving as a Senior Financial Advisor at Focus Financial and OSAIC since 2014. He provides financial planning and operational support to clients of David Beissler. Outside of his advisory role, Matthews is president of Appaloosa Consulting Inc., an S-Corp established for tax purposes. 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 with a range of investment and financial planning services.

Justin Stokes is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 66 designation. He has experience working across various roles within Van Clemens entities since 2025 and previously spent 26 years at Cirrus Aircraft. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering customized portfolio management and retirement plan consulting. The firm utilizes a range of methods including modern portfolio theory and employs third-party managers across multiple platforms while also offering an in-house Growth Opportunities model focused on micro- and small-cap equities.

Renata Krieger is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Berger Financial Group, she held roles at Bethel University, Life Time Inc., Northwestern Mutual, North Central University, Western Racquet Club, and Pewaukee High School. 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 long-term investment strategies developed by its Investment Committee.

Steven Nelson is a financial advisor with Principal Advised Services in Maplewood, MN, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing Services and Coyote Logistics. He has been with Principal Financial Services and affiliated entities since 2021. 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, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, which provides access to a range of affiliated financial products and services.

Elizabeth Odegaard is a financial advisor at 49 Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Thrivent Investment Management. Outside of her advisory role, she is a member-owner of Broken Clock Brewing Cooperative, a local brewery in Minneapolis. 49 Financial serves a diverse client base ranging from individuals to corporations, offering services such as financial planning, investment management, and fractional family office solutions. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and oversees a multi-team advisory staff managing approximately $1.4 billion in assets.

Alissa Tinklenberg is a financial advisor at Focus Financial with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she has been involved with Hopkins Hurricanes since 2024. 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 and financial planning through various management and platform options, emphasizing coordination with other professionals for estate planning and detailed operational disclosures.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. 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 strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Paul Stein is a CFP® with 36 years of experience in the financial services industry. He is currently with Advisornet Wealth Partners and has previously worked at CETERA Advisor Networks LLC. Stein holds a role as president of Advanced Retirement Resources, Inc., a financial planning firm. 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 equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Jay Dworsky is a financial advisor with On Investment Management Company in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with The O.N. Equity Sales Company, Wisconsin Financial Advisors, LLC, Ohio National Financial Services, and operates the Dworsky Agency. Outside of his advisory role, he serves as a board member of Fraser, where he contributes to discussions on financial and operational matters. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs that include fee-based planning, third-party investment options, and managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies primarily managed on a discretionary basis.

Steven Kittay is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 27 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Tate Hullett is a financial advisor at AlphaStar Capital Management with a Series 65 designation. He has been in the industry for one year and has previously worked at PPS Wealth, Principal Preservation Services, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and offers ERISA-related plan services.

David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Oak Ridge in 2019. Outside of his advisory role, he serves as Treasurer for two nonprofit organizations focused on community support and environmental preservation. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial analysis and uses a defined due-diligence process when recommending third-party managers, with most accounts managed on a non-discretionary basis.

Richard Vasterling is a CFP® professional with 27 years of experience in financial advising. He is currently with Larson Financial Group, LLC and has previously worked at Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management. Larson Financial Group, LLC provides 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 custom discretionary programs using strategic and tactical approaches, including option overlays and separately managed accounts, and integrates AI-assisted tools alongside human review for research and documentation.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC 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. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Alexander Chan is a financial advisor with Avantax Planning Partners, Inc. based in Saint Paul, MN, holding a Series 66 credential and over 20 years of industry experience. His career includes prior roles at Cetera-affiliated firms, H-Beck, CRI Securities, and Securian Financial Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. 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 consulting, and financial planning services.

Zechariah Schaefer is a CFP® and registered investment advisor with Focus Financial, based in Minneapolis, MN, bringing five years of industry experience. He has worked at various firms including OSAIC and Kaplan Financial Education, where he serves as an instructor for insurance and financial industry training courses. Additionally, he owns and operates Ascent Tax Services LLC, providing tax preparation services, and engages in creating and selling artwork. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized advisory services that include portfolio management, retirement plan consulting, and coordination with legal and tax professionals for estate planning.