Andrew Knutson is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Ian Donaldson and Keith Moeller. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

Paula Olson is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with Oak Ridge Financial Services Group since 2003. 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.

Jared Hillman is a financial advisor with Simplicity Wealth in Minneapolis, MN, holding a Series 65 designation and 12 years of industry experience. He previously worked at Sawtooth Asset Management for 10 years and was affiliated with Simplicity Solution from 2021 to 2024. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios and offers advisory services combined with technology and operational support for other advisers.

Stacy Hunt is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Safco Products, and Transitions Home Care. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and access to third-party asset managers. The firm builds personalized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms, and offers ERISA retirement-plan advisory services.

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Mary Bauman is a financial advisor at Boulay Wealth with two years of industry experience. She holds the Series 65 designation and previously worked for Midwest Pension & Profit Sharing Services for seven years. 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, integrating advisory, tax, and insurance services through affiliated entities.

Nicholas Asmus is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Berger Financial Group since 2016, including a prior four-year tenure at Cambridge Investment Research Advisors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

David Benson is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo in various advisory and clearing roles. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios that employ tactical asset allocation across mutual funds, ETFs, and alternative investments, while integrating insurance distribution and annuity servicing into its advisory services.

Amy Leuma is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and having 15 years of industry experience. Her prior roles include positions at Morgan Stanley, Wells Fargo, and Ameriprise Financial Services. 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, managing both discretionary and non-discretionary accounts.

Christopher Crubaugh is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, having previously worked at Northwestern Mutual Wealth Management Company and Brian Eder. Crubaugh is a partial owner of several investment-related LLCs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Roland Garland is a financial advisor at Berger Financial Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Management, Inc. Outside of his advisory role, he serves on the Board of Directors for Mendakota Country Club, focusing on golf course improvements. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering comprehensive wealth management and financial planning services. The firm employs proprietary, long-term investment strategies managed through an Investment Committee and offers discretionary portfolio management with periodic client reviews.

Lawrence Becker is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. He has been with JNBA Financial Advisors since 2007. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services including retirement plan consulting, family office services, and business consulting for professional athletes, using a team-based approach and various investment strategies.

Christina Ulsby is a CFP® with six years of industry experience, currently serving as a financial advisor at Boulay Wealth since 2018. Prior to joining Boulay, she worked at Dock 6 Pottery from 2016 to 2018. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by its integration with affiliated accounting and insurance firms.

Christopher Wagner is a CFP® with 12 years of industry experience, currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior career includes roles at Kestra Financial Inc., SNS Financial Group, LLC, Vector Wealth Management, and Navpoint Financial, Inc. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a client-customized investment process supported by its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Calli Glass is a Series 65-licensed financial advisor with Boulay Wealth in Eden Prairie, MN. She has been with Boulay Financial Advisors, LLC since 2025 and has prior experience outside the industry, including roles at Resmed and New Energy Equity. Calli graduated from George Washington University in 2025. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax, and insurance services through affiliated firms.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.

Anika Lunde is a CFP® with two years of industry experience, currently serving as a financial advisor at Boulay Wealth. She previously worked at MRK Financial Solutions and has experience in education from the University of Missouri and Lakeville North High School. 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, offering both discretionary and non-discretionary management alongside comprehensive financial planning and retirement-plan consulting.

Graham Acheson is a CFA® charterholder with over 14 years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at EQ by Equiniti and Wells Fargo. 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 employs a strategic asset allocation approach supported by firm-constructed models and integrates multidisciplinary planning through its Private Client Services model.

Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. 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, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.