Peter Anderson is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Guardian Capital Management, and GWG Holdings. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. 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, offering a range of managed accounts, third-party manager access, retirement consulting, and financial planning services.

David Rains is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of his advisory work, he serves as a pro bono financial coach for Wings for Widows, providing financial education to individuals newly widowed. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing low-cost diversified mutual funds and ETFs along with individual equities, bonds, and alternative investments.

Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. 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, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

Jackson Arland is a financial advisor with Focus Financial, holding a Series 66 credential and four years of industry experience. He has worked at OSAIC since 2021 and Focus Financial Network, Inc. since 2020, with prior experience at Frontrow Entertainment Systems, US Bank, and Bethel University. Outside of his advisory role, he serves as president of Arland Advising Inc., an S Corporation he established for administrative and payroll purposes. Focus Financial Network 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, offering a range of managed accounts, retirement consulting, and financial planning services with an investment approach that includes individualized investor profiles and a broad mix of investment vehicles.

James Armour is a financial advisor with Ausdal Financial Partners, Inc. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ausdal since 2011. Outside of his advisory role, Armour is an independent agent involved in long-term care and life insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.

Suzanna Coelho is a financial advisor with Focus Financial who holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at United Planners Financial Planners and Lee Stoerzinger Wealth Management. Outside of advising, she has served as a notary associated with Lee Stoerzinger Wealth Management. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized advisory services through multiple management options and emphasizes coordination with other professionals for estate planning and related legal or tax services.

Michelle Hagelin is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She previously worked at Ameriprise Financial Services, LLC from 2006 to 2026 before joining Advisory Solutions Group. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients with financial planning, consulting, and portfolio management while also providing back-office and business services to other RIAs. The firm employs diversified portfolios combining quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, research, and administration through a hybrid adviser-plus-service-provider model.

David Schian is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has 10 years of industry experience and has been with CliftonLarsonAllen since 2015. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of discretionary and non-discretionary approaches supported by model portfolios and third-party programs.

Matthew Stockman is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 12 years of industry experience and has worked at various entities within the Thrivent organization as well as Purshe Kaplan Sterling Investments and Storyline LLC, where he is the owner. In addition to advisory services, he serves as a wealth coach and director of operations at Thrivent Advisor Network’s affiliated retail advisory firm, Parable Wealth Partners. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.

Raymond Schaper is a financial advisor at Momentum Independent Network Inc. with 42 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Independent Advisors, LLC for 22 years. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through the Hilltop group.

Brady Arnett is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Northwestern Mutual Investment Services LLC and Brian Eder. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a blend of third-party managers, proprietary investment models, and technology-driven operational support to deliver both discretionary and non-discretionary portfolio management.

Denise Falbo is a CFP® professional with two years of experience at CliftonLarsonAllen Wealth Advisors, LLC. She previously worked at MAP Retirement USA LLC for three years and CliftonLarsonAllen LLP for seven years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to 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, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Vincent Ruud is a financial advisor at Prosperity - An EisnerAmper Company based in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has worked at Prosperity and DAI Securities since 2023, following a three-year tenure at Ameriprise. Prosperity serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation, diversification, and utilizing third-party managers and technology platforms to support its offerings.

Noah Marell is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at The Mather Group, LLC, Creative Planning, LLC, and Wipfli Financial Advisors. Outside of his advisory work, Marell serves as president of the board of directors for Beth El Synagogue in St. Louis Park, Minnesota. Aprio Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading strategies, offers both discretionary and non-discretionary management, and supports clients with financial planning and consulting services.

Suzanne Klapperich is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. Outside of her advisory role, she is involved in administrative duties supporting advisors at AdvisorNet Insurance, focusing on life, health, disability, and annuity products. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting services. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including option overlays and ERISA fiduciary services for institutional clients.

Erik Henschell is a financial advisor at Focus Financial with six years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Focus Financial Network and OSAIC in 2023. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services encompassing portfolio management, asset allocation, and coordination with other professionals for estate planning and legal or tax implementation.

Charles Anderson is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at OSAIC since 2023 and was previously with Royal Alliance Associates, Inc. from 1999 to 2023. Anderson has been affiliated with Focus Financial Network, Inc. since 1999. Focus Financial Network, Inc. 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 investment management and financial planning services.