William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Northwestern Mutual from 2017 to 2024 and has been with LPL Financial since 2024. Outside of his advisory role, he is involved in risk management and insurance sales activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing both in-house strategies and third-party managers, with ongoing due diligence and portfolio monitoring to align with client objectives.

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.

Luke Berge is a CFP® professional affiliated with Thrivent Advisor Network, LLC, with four years of industry experience. His background includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Baylor University. Berge also holds a position as an insurance producer involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s approach includes constructing diversified portfolios using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Nathan Woessner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2018. Prior to this, he worked at Haskell's Inc. for eight years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach through model portfolios and integrates multidisciplinary planning services across tax, estate, and risk disciplines.

Blake Faust is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Boulay Wealth and has previously worked 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, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by operational integration with affiliated accounting and insurance firms.

Peter Shapoval is a CFP® professional with four years of industry experience, currently affiliated with Brighton Jones LLC in Edina, MN. His prior roles include positions at Commonwealth Financial Network, Northwestern Mutual, and Integrated Equity Management. He also holds a Series 63 license and has engaged in fixed insurance sales as a secondary business activity. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support, using a whole-balance-sheet approach and a mix of public and private investments.

Kyle Swan is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and 12 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2014. Outside of advising, he is a freelance percussionist performing with various arts organizations and serves as a Director of Planning at Clarity Financial. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account solutions primarily through platform relationships with Envestnet and Pershing.

Julian Locke is a CFP® and ChFC® professional with 16 years of experience in the financial services industry. He has worked at Edward Jones for 15 years before joining Perennial Financial Services and LPL Financial LLC in 2024. Locke is also involved with Perennial Legacy Insurance Solutions in a non-variable insurance capacity. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, using multiple platform relationships and third-party managers to tailor portfolio solutions.

Noel Silker is a CFP® with 15 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2020. Prior to joining JNBA, he worked at Silker & Schmitt LLC, Raymond James Financial Services, and HAB Wealth Management, LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, combining fundamental and technical analysis and incorporating AI tools within a formal review process.

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 and is currently a financial advisor at NorthRock Partners, LLC. His prior roles include positions at City National Bank, RBC Capital Markets, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a provider of sexual assault services and prevention education. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, the use of Independent Managers, private market allocations, and AI-supported portfolio management.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of the West, and Wells Fargo. Mathison is based in St. Paul, MN. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

Charles Thalheimer is a CFP® professional with 20 years of experience in financial advisory. He has worked at NorthRock Partners since 2019 and previously spent 10 years at Ameriprise Financial Services. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners delivers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools while maintaining human oversight.

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® with 19 years of industry experience, currently serving at Balefire, LLC. Her prior roles include positions at Integrity Alliance, Lion Street Financial, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she has served as an assistant coach for a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser managing approximately $2 billion in assets. The firm provides discretionary asset management and comprehensive financial planning to individuals, retirement plans, trusts, charities, and businesses, employing a core-and-tactical investment approach overseen by an Investment Committee.

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.

Chad Steeves is a financial advisor at Focus Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Focus Financial since 2008. Steeves also serves as president of SWMG LLC and is a partner in Bergstrom Financial Group LLC, entities involved in financial business operations. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, employing diverse investment strategies and coordinating with clients’ tax and legal advisors.

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, LLC, AdvisorNet Wealth Management, Cetera Advisor Networks LLC, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets through a multi-team approach emphasizing asset allocation and diversification, utilizing both discretionary and non-discretionary management along with third-party independent managers and model portfolios.