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.

Dylan Seubert is a CFP® with 16 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2022. His prior experience includes roles at City National Bank, RBC Capital Markets, and Russell Financial Services. Seubert serves on the board of REACH Counseling, a sexual assault service provider, where he contributes to strategic planning and the finance committee. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and utilizes both discretionary and non-discretionary management, including access to alternative and private-market strategies.

Charles Thalheimer is a CFP® professional with 20 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to this, he worked at Ameriprise Financial Services, Inc. for 10 years. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

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.

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.

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.

Annie Paul is a financial advisor at Riverbridge Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Riverbridge since 2019. Prior to joining Riverbridge, she was employed at UnitedHealth Group and TripleTree LLC. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process centered on five key factors and offers services including sub-advisory mandates and management of pooled investment vehicles.

Shauna Bednar is a CFP® professional with five years of experience at NorthRock Partners and a total of fourteen years in the financial industry. She previously worked at U.S. Bank and UMB Private Wealth Management. Shauna is based in Minneapolis, MN. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing diversification and broad asset allocation, and it offers a range of personal office services including tax preparation and bill pay.

Cory Zafke is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 65 licenses, bringing 15 years of industry experience. His prior roles include positions at Clearpath Wealth Advisors, Foundations Investment Advisors LLC, and Allianz Life Financial Services LLC. He serves as Chapter President and Instructor for the American Financial Education Alliance, providing financial education workshops. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and advisory services to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios across multiple asset classes and employs both discretionary and non-discretionary management approaches.

Joseph Godfrey is a financial advisor at Van Clemens Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Financial, Waddell and Reed, and various insurance carriers. He serves as board chair and treasurer of Good Soil Ministries, a non-profit organization, and is a board member of the Financial Advisor Training Institute. 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 management, incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

John Watkins is a CFP® professional with 41 years of experience in the financial services industry. He is affiliated with Focus Financial and OSAIC, where he has worked since the early 1990s. Watkins serves as Board Chairman and Executive Committee Chair for Focus Financial Network, participating in board governance and business continuity planning. He also acts as co-trustee on his parents' revocable living trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of investment management and financial planning services tailored to client needs.

Thomas Kirihara is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Ameriprise Financial Services, Inc. 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 through RBC Capital Markets, and comprehensive or segmented financial plans.

Robert Burns is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Advisory Solutions Group, he worked at CS Planning Corp. and has managed several personal business entities, including serving as president of Pillars of Success LLC, which operates two accounting firms. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to build diversified portfolios and provides turnkey business and back-office services to other registered investment advisory firms.

Jacqueline Fursman is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. She holds a Series 65 designation and has previously worked at Clear Path Financial Services, Foundations Investment Advisors LLC, Clearpath Wealth Advisors, and Lifestyle Financial & Tax Advisors. In addition to her advisory role, she provides Medicare education and enrollment services as an insurance agent. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies, including equities, fixed income, and mutual funds, and serves a range of clients from non-high-net-worth to high-net-worth individuals.

Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He has been with Simplicity Wealth since 2022 and previously worked at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Based in Minneapolis, MN, Rozman holds a Series 63 license. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for other advisers through its TAMP platform.

Mitchell Stolba is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2014. Stolba is engaged in multiple investment advisory roles within affiliated entities, including activities as an insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

John Stadtmueller is a financial advisor at Realta Investment Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Invest Financial Corp. John joined Realta Investment Advisors and Realta Equities in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs an individualized investment approach using asset allocation across multiple asset classes and offers portfolio management implemented in-house or through third-party managers.

Derrick Avelar is a CFP® professional with 13 years of experience in financial advising. He is currently with Simplicity Wealth and Bluepoint Wealth Management, Inc. His prior experience includes roles at Kingswood Wealth Advisors LLC, Creative Planning, Benchmark Advisory Services, LLC, and Advance Capital Group. Outside of investment advisory, he is involved in insurance sales and serves as an owner and agent in related businesses. 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 employs a fund-of-funds approach using ETFs, mutual funds, and individual securities with ongoing portfolio monitoring, and it provides technology and operational support services for advisers through its managed account platform.