James Elvestrom is a CFP® with 33 years of experience in the financial industry. He is currently a wealth advisor with Thrivent Advisor Network, LLC and has held prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner in an LLC established to manage business expenses related to his advisory firm and participates in client education for long-term care insurance referrals. 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 and ETFs, and it supports clients with ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Robert Boucher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oak Ridge in 2024, he worked at Lincoln Financial Advisors for 14 years and Valic Financial Advisors for four years. 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.

Robert Boll is a financial advisor at Van Clemens Wealth Management, LLC in Bloomington, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Van Clemens Wealth Management and Van Clemens Insurance Associates, he worked in various roles at Benchmark Electronics, LaCrosse Financial Planning, and other companies. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios through discretionary and non-discretionary arrangements and uses methods including modern portfolio theory, fundamental and technical analysis, with access to a broad range of third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.

John Wiitala is a CFP® professional with six years at NorthRock Partners, LLC and two years of industry experience. Prior to joining NorthRock, he spent one year with the Rochester Americans and four years at Ohio State University. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses, using a tailored investment approach that incorporates asset allocation, diversification, and periodic rebalancing. The firm integrates private market allocations and employs AI tools alongside human review to support tax-aware investing and portfolio monitoring.

Theodore Kaminski is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Kaminski competes in fishing tournaments through the National Walleye Trail and works as a food taste tester with Food Perspectives, a program that donates to charity. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.

Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.

Nils Egge is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has 16 years of industry experience and previously worked at Rita Wilczek Inc. and Westside Financial Services, LLC. Outside of advisory services, he is also an independent insurance agent. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary by adviser and approved third-party managers.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Michael Gustafson is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Focus Financial Network since 1997. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as power of attorney for his mother in managing his late father’s estate. Focus Financial Network 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 investment management and financial planning services tailored to client needs.

Aaron Peloquin is a CFP® professional based in Minneapolis, MN, with eight years of industry experience. He currently works at Savvy and has prior experience with firms including DFPG Investments, Strong Tower Advisory Services, and Cetera Advisor Networks. Peloquin serves as treasurer for Fishing with Vets and is a board member of the American Cancer Society of Minnesota. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

David Finch is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years at Ameriprise Financial Services and Ameriprise Advisor Services. 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.

Bryon Deiss is a financial advisor with Gradient Securities, LLC, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Cetera. Outside of advising, he is also a musician and vocalist who performs with the Righteous Rock Band at events several times per year. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach and collaborates with multiple third-party managers, offering implementation support and ongoing client reviews.

Thomas Stoltman is a financial advisor with Brookwood Investment Group in Bloomington, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at several firms including Redwood Private Wealth LLC and Regal Investment Advisors. Outside of his advisory role, he is the managing director of Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes investment strategies through a comprehensive assessment process and offers a blend of passive, active, and tactical management, along with access to various alternative investment instruments.

Jeffery Bird is a financial advisor with M HOLDINGS SECURITIES, Inc. in Minneapolis, MN, holding ChFC® and Series 63 credentials and bringing 39 years of industry experience. His work history includes roles at Winged Keel Group, LLC and NBW Insurance Group. Outside of his advisory work, he serves as president of Hope Farm School, an inner-city ministry focused on supporting underprivileged youth. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a national network of independent firms and professionals. The firm provides a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using platform providers and sub-advisory arrangements to support its offerings.

Mark Fenlon is a CFA® charterholder with over 32 years of experience in the financial services industry. He is currently a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019. His prior roles include positions at Schenck Investment Solutions, Johnson Bank, BMO Asset Management, and Morgan Dempsey Capital Management. Fenlon also serves as a non-paid director for Collidion, Inc., a healthcare company developing drugs and medical devices. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities, utilizing strategic asset allocation through model portfolios supported by multidisciplinary planning from its parent firm, CliftonLarsonAllen LLP.

Peter Hoff is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 credential with nine years of industry experience. He has been with NorthRock Partners since 2016. Outside of his advisory role, Hoff serves as a director for Park Region Telephone Cooperative. 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 broad asset allocation, diversification, and the integration of private market investments, supported by both technology and human oversight.

Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.