Andrea Schrieffer is a CFP® and ChFC® affiliated with Great Valley Advisor Group, LLC, with 18 years of experience in the financial services industry. She has held roles at LPL Financial, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Management. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jordan Paine is a CFA® charterholder and financial advisor at Freestone Capital Management, LLC with four years of industry experience. Prior to joining Freestone in 2026, he worked at Tiedemann Advisors, LLC and Envoi, LLC. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm utilizes a combination of internally managed models, third-party sub-advisers, and alternative investments, focusing on downside risk and diversified portfolio construction.

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and other strategies, delivering advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives and risk tolerances.

Yuejiao Wang is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and over seven years of industry experience. Prior to joining Integrity Advisory Solutions in 2026, Wang worked at Pro and Trust/Partners Life and National Agents Alliance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks and third-party platforms to tailor investment strategies for its clients.

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Alexandra Joas is a financial advisor at Curi Capital, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Piper Sandler & Co., RBC Wealth Management, and Curi RMB Capital. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary strategies, third-party managers, and private funds.

Michael Dales is a financial advisor with Focus Financial who holds a Series 63 designation and has 39 years of industry experience. He has been affiliated with Focus Financial Network, Inc. since 1993 and Osaic Wealth since 1995. 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 discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Tristan Kelly is a CFP® professional with four years of experience in the financial services industry, currently serving as an advisor at Avior Wealth Management, LLC. Prior to joining Avior, he worked at Thrivent Financial and has a background including roles outside the industry. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets across approximately 120 financial professionals. The firm provides investment management, financial planning, and business consulting to a diverse client base including individuals, pension plans, charitable organizations, and banking institutions, employing a fundamental analysis-driven investment process with both long- and short-term strategies.

Michael Bilotta is a ChFC® credentialed financial advisor with 12 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2017 and previously worked at the same firm from 1997 to 2016. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s offerings include retirement plan consulting, family office services, and business consulting for professional athletes, employing a team-based approach and utilizing a range of investment strategies and third-party platforms.

Joseph Dieckhaus is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. He has 19 years of industry experience and previously worked with firms including LPL Financial and Riversource Distributors Inc. He also serves as Chief Compliance Officer for Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers model implementation, research, and account administration solutions.

Courtney Swayze is a financial advisor at JNBA Financial Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked at JNBA Financial Advisors since 2021. Prior to that, her career included roles at Coleman & Associates and Lost Larson, as well as entrepreneurial experience with The Sweet Retreat Cupcake Boutique. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, retirement plans, trusts, estates, and family office clients. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, and integrates AI tools alongside human oversight in portfolio management.

Blake Paurus is a financial advisor with Berger Financial Group in Plymouth, MN. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is involved with the Legacy Hoops Basketball Academy. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning, and succession planning, delivering investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee.

Ryan Bodin is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Vanderbilt Advisory Services and has held various roles including ownership of Total Benefit Solutions, Inc. and serving as Chair of the Board for the Meningioma Brain Tumor Network. Bodin also coordinates the Lake Side Networking Group, which facilitates professional referrals among its members. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a mix of fundamental, technical, and charting analysis, supported by integrated retirement-plan and benefits consulting capabilities.

Scott Streed is a financial advisor with Focus Financial and holds the CFP® and Series 63 designations. He has 38 years of industry experience and has been with Focus Financial Network, Inc. since 2009. Outside of advisory work, he serves as president of Vogel Investment Planning, an S-Corp established for tax purposes related to his securities business. 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 managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Marquesen Ryan is a Series 66-registered financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. Prior to joining JNBA Financial Advisors, Ryan worked at Professional Planning Group and held positions in various industries including education and hospitality. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, integrating fundamental and technical analysis alongside AI tools within a formal oversight framework.

Robert Overby is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Oak Ridge Financial Services Inc. since 2004. Outside of finance, he owns Michelangelo Putting Greens Inc., a non-investment-related business. 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.

David Brouillette is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial and Securities America Advisors, Inc., with a combined tenure of over two decades. Brouillette is also a licensed agent selling fixed and life insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers to provide individualized portfolio construction and ongoing oversight.

Seth Meisler is a CFP® and CFA® with 16 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Shefa Wealth Advisors, CCG Wealth Management, Private Client Services, CETERA Advisor Networks, and Affiance Financial. He serves on the board of directors and finance committee for Six Points Theater and is a Chapter President of the American Financial Education Alliance, where he conducts financial literacy workshops. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers separately managed accounts, sub-advisory services, and retirement plan solutions.

James Kallstrom is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including 13 years with The Oak Ridge Financial Services Group. 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, with a focus on both discretionary and non-discretionary account management.

David Weinbach is a CFP® with 33 years of industry experience currently with AdvisorNet Wealth Partners. He has led Weinbach Investment Management LLC since 2013 and has been affiliated with Advisornet Financial, Inc. during the same period. Outside of his advisory work, he serves as a high school basketball official and participates in sponsored pickleball tournaments. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, combining discretionary and non-discretionary management tailored to client objectives.