Cameron Rosenow is a financial advisor at NorthRock Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Curi Wealth Management, SharpVue Capital, Morgan Stanley, and Morgan Keegan & Company. NorthRock Partners provides 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 incorporates broad asset allocation, diversification, and private market allocations, using Independent Managers and AI tools alongside human oversight.

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.

Melissa Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Thrivent Financial for Lutherans and its related entities since 2004 and has been associated with North Oaks Financial Group since 2011. Webb is based in Minneapolis, MN. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds, ETFs, and a variety of other investment options, while offering ongoing portfolio management and access to independent managers.

Eric Christofferson is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His previous roles include tenures at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. He has been with Thrivent Advisor Network since 2021. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified, long-term portfolios using a variety of investment vehicles and offers both internal portfolio management and oversight of independent managers.

Holly Lindstrom is a financial advisor with ON Investment Management Company and holds a Series 65 credential. She has experience as a CPA, operating her own tax preparation business, Holly Lindstrom CPA LLC, since 2019. Prior to joining ON Investment Management Company in 2026, she worked in various CPA roles from 2015 through 2023. ON Investment Management Company is a SEC-registered advisory firm offering financial planning, portfolio management, and retirement-plan services to individuals, families, trusts, charitable organizations, and businesses. The firm provides access to a range of third-party investment programs and serves clients through a mix of discretionary and non-discretionary accounts.

Laura Basballe is a financial advisor with Focus Financial Network, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Focus Financial Network since 1997 and also has a background with Royal Alliance Associates and JEC Miller Inc. In addition to her advisory work, she owns The Basballe Group, Inc., which provides tax preparation, tax planning, and accounting services. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored through individualized investor profiles.

Jesse Bergland is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding CFP® and ChFC® designations with 23 years of industry experience. He previously worked with Northwestern Mutual in various roles from 2002 to 2026. Outside of advisory work, he is the sole owner of JBWI Holdings, LLC, a non-investment related business entity. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian programs, with a majority of assets managed on a discretionary basis.

Dylan Aeikens is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Focus Financial Network since 2017 and previously held roles at Royal Alliance Associates and HD Vest. Outside of his advisory work, he owns WEP Inc., an S-Corp established for his financial planning practice. 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, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

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.

Brian Mckibban is a CFP® with 19 years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen Wealth Advisors since 2016 and CliftonLarsonAllen LLP since 2019. 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 integrates fiduciary RIA services with broker-dealer and insurance activities and offers multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Loren Van Patten is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. Van Patten is president of Ernst & Andrew, LLC, which has majority ownership of Storyline, LLC, where he also serves as owner and CEO. Additionally, he is involved in agricultural operations through Paradise Farms, LLC, managing farming activities and overseeing strategic planning. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside access to independent managers and model portfolios.

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.

Jenna Shermoen is a financial advisor with Riverbridge Partners, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at RBC Capital Markets and various financial and client service firms. She serves on the board of trustees and finance committee for Avenues for Youth, a Minneapolis-based nonprofit. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and investment companies. The firm employs an investment-centric growth equity process and manages multiple pooled vehicles, with a range of institutional relationships and performance-based fee arrangements.

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.

Jenna Wolff is an investment advisor representative with Thrivent Advisor Network, LLC and Thrivent Investment Management, Inc., holding a Series 66 designation and three years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments and Ameriprise, and previously taught at public schools in Minnesota. Outside of her advisory role, Wolff works as a banquet server at Woodhill Country Club. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm emphasizes long-term, diversified portfolios typically constructed with low-cost mutual funds and ETFs, while also supporting alternative investment strategies and ongoing account monitoring.

Christopher Mongeon is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc., among other firms. Mongeon is an owner and vice president of Ernst & Andrew, LLC and Storyline, LLC, where he provides leadership and strategic direction. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs diversified portfolio construction using low-cost mutual funds and ETFs, alongside other investments, and provides ongoing portfolio management, financial planning, and access to independent managers.

Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.

Sadie Bresnahan is a Series 66 licensed financial advisor with two years of industry experience, currently with OnePoint BFG Wealth Partners in Minneapolis, MN. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and work associated with several individual advisors. 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 employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific investment strategies, and integrates technology and operational outsourcing in its service delivery.

Jack Radford is a CFP® professional with nine years at NorthRock Partners, LLC and three years of industry experience. Prior to joining NorthRock Partners, he worked at Wells Fargo and studied at the University of Minnesota - Duluth. NorthRock Partners provides 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 emphasizing asset allocation, diversification, and the use of independent managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. CliftonLarsonAllen Wealth Advisors 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’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.