Sean Stevenson is a financial advisor at Gradient Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and Gallacher Capital Management, LLC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary investment framework and offers a range of model and custom portfolios managed on a discretionary basis.

Matthew Jorgensen is a CFP® with 21 years of industry experience, currently serving at Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services and Valtinson Bruner Financial Planning LLC. He serves on the board of the Somerset Youth Hockey Association. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm typically delivers advice on a non-discretionary basis and utilizes extensive affiliations and revenue arrangements involving affiliated insurance and investment entities.

Leann Davies is a financial advisor at Choreo, LLC in Minneapolis, MN, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC from 2015 to 2022 before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Karl Knuths is a financial advisor with Focus Financial Network, holding a Series 66 credential and with 10 years of industry experience. He has previously worked at TD Ameritrade and Thrivent Financial. Outside of his advisory role, he is an owner of a family-owned agricultural LLC in Iowa, though he is not involved in its daily operations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and planning services, emphasizing coordination with other professionals for estate planning and related legal or tax matters.

Steven Neutzling is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently works at CliftonLarsonAllen Wealth Advisors, LLC, where he has been since 2017, following prior roles including a position at Lyft. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and third-party programs, integrating multidisciplinary planning resources from its parent company, CliftonLarsonAllen LLP.

Thomas Walsh is a CFP® professional with nine years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He is part of a firm with a long-standing presence since 1990 and a team of 18 advisors. Fiduciary Counselling Inc. provides investment advisory services to individuals, trusts, charitable organizations, corporations, and related family entities, offering both discretionary and non-discretionary portfolio management alongside accounting, tax, estate planning, and administrative services. The firm utilizes modern portfolio theory and a combination of registered and private investment vehicles, supported by integrated trust company services and subadvisory relationships.

Hugh Dillon is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Oak Ridge since 2003. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis following client approval.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. 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, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

David Goldenberg is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Feltl Advisors and Feltl and Company from 2014 to 2018. Outside of his advisory role, he owns Comm Clean Services, an office cleaning business in Plymouth, MN. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, managing both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and written financial plans, with a focus on non-discretionary account management and due diligence in third-party manager selection.

Marie Kata is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LaSalle St. Investment Advisors since 2006 and LaSalle St Securities since 2001. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, including the LaSalle St. Asset Management Program (LAMP), third-party manager oversight, and a range of managed programs utilizing diverse asset classes.

Justin Dering is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. His prior roles include positions at Fortune Financial, Integrated Equity Management, and Minnesota Life Insurance Company. He is a partner in a life insurance partnership related to Peak Design, a non-investment business activity. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Kyle Molin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Investment Management, Thrivent Financial for Lutherans, and Purshe Kaplan Sterling Investments. Outside of his advisory role, Molin serves as treasurer and board member for the Mount Westonka Girls Hockey Booster Board. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s long-term investment approach emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, with ongoing client account monitoring and a range of implementation options.

Triston Richert is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 credential with five years of industry experience. His prior roles include positions at AEI Fund Management, Inc. and the University of Minnesota Crookston. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Michael Ross is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 66 and Series 63 registrations and bringing 41 years of industry experience. He has been with Van Clemens & Co., Inc. since 2002 and transitioned to Van Clemens Wealth Management in 2026. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of wealth levels. The firm customizes portfolios based on clients’ objectives and risk tolerance, utilizing modern portfolio theory, third-party managers, and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. 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, employing a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

Andrea Addo is a Series 65 licensed advisor with Avantax Planning Partners, Inc., based in Roseville, MN, and has five years of industry experience. She is also a Principal and Accountant at Olsen Thielen & Co., Ltd., a regional CPA firm, where she has worked since 2008. Andrea serves as a Finance Committee Member of True Friends, a nonprofit organization. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading and reporting.

James Donnelly is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Donnelly has been with Focus Financial Network and OSAIC since 2006. Outside of his advisory role, he serves as Vice-President for Membership of the Midland Toastmasters Club and is a member of his church’s musical ministry committee. He also serves as a trustee for a family trust and is an alumni board member of Hill-Murray School, where he participates in a Financial Fitness committee. 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 plan consulting, and financial planning services.