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

Noel Silker is a CFP® professional with 15 years of experience in the financial services industry. He has worked at JNBA Financial Advisors, LLC since 2020 and previously held roles at Silker & Schmitt LLC, Raymond James Financial Services, and Hab Wealth Management, LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension plans, trusts, estates, and family offices. The firm uses a multi-asset investment approach involving equities, fixed income, mutual funds, ETFs, and covered-call strategies, and incorporates both fundamental and technical analysis alongside AI tools with human oversight.

Harry Purcel is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Berthel Fisher since 2004. Outside of his advisory role, he serves as a board member for the Dune Deck Condominium Association in South Palm Beach, Florida. Berthel, Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm provides a range of asset management solutions through approximately 100 independent investment adviser representatives.

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.

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.

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 career includes roles at DAI Securities, AdvisorNet Wealth Management, Cetera Advisor Networks, 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 advisory services. The multi-team firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party investment 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.

Anthony Ferrara is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2010. Ferrara is also involved as an owner of AJF Holdings, LLC, which provides financial advisory services through Larson Financial Group. Larson Financial Group offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical investment approaches, and it integrates third-party money managers, AI-assisted tools, and affiliated services that extend into broker-dealer activities, real estate brokerage, private equity, and pension consulting.

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 at NorthRock Partners, LLC with two years of industry experience. She has previous experience at U.S. Bank and UMB Private Wealth Management. Based in Minneapolis, MN, she has been with NorthRock Partners since 2021. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and rebalancing, and incorporates private market investments and AI tools in portfolio management.

Cory Zafke is a financial advisor at AdvisorNet Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Clearpath Wealth Advisors and Allianz Life Financial Services. Outside of his advisory role, Zafke serves as chapter president and instructor for the American Financial Education Alliance, providing financial educational workshops. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management strategies.

Ryan Warner is a financial advisor with Prosperity Capital Advisors in Maple Grove, MN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, with previous roles at Oakwood Capital Securities, Mercap Securities, Valor Capital Management, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Warner owns an eBay business. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other RIAs. The firm employs model-based, asset-allocation strategies and offers services including financial planning, consulting, and discretionary investment management.

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.