David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the St. Lawrence Catholic Church Men's Club. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Ryan Wirth is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and previously worked at RBC Capital Markets for six years. Wirth maintains a Wisconsin license for Accident & Health, Life, and Variable Contracts. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focusing on broad asset allocation and diversification, offering services that include financial planning, portfolio management, and non-investment support such as tax preparation and bill pay.

Derek Hicks is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 18 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and serves as a Principal of the parent firm CliftonLarsonAllen LLP. Hicks has been with CliftonLarsonAllen Wealth Advisors since 2007 and with CliftonLarsonAllen, LLP since 2024. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm integrates investment management with multidisciplinary planning through its Private Client Services model, combining fiduciary RIA services with broker-dealer and insurance activities, alongside a growing investment banking and placement capability.

Jamie Jochum is a CFP® with 22 years of industry experience and is currently affiliated with Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services Inc and Prudential-affiliated firms. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers advisory services alongside commissionable securities and insurance products, typically delivering advice on a non-discretionary basis with client approval required for trades.

Sarah Colton is a financial advisor at Riverbridge with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Nordstrom for eleven years before joining Riverbridge Partners, where she currently serves as an Associate Relationship Manager. Outside of her advisory role, she operates an online resale business on Poshmark. Riverbridge Partners is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment-consulting services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs a growth equity investment process alongside Enhanced Income strategies and manages various pooled investment vehicles, serving both retail and institutional clients.

Jared Lorts is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. for 17 years before joining NorthRock in 2022. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with a range of personal office services.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

John Ingham is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Gradient Investments, LLC and previously worked at several firms in 2024 and 2025, including Robert Half and Case Central, LLC. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various other client types. The firm employs a proprietary Wright Investment Strategies framework and offers a range of managed portfolios, including strategic, tactical, private wealth, and tax-aware custom indexing strategies.

Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Michael Farrington is a financial advisor with Gradient Securities, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience and also serves as Director of Compliance at RIA Registrar, LLC, providing compliance consulting. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Timothy Jenneke is a CFP® professional with 25 years of experience in financial advisory services. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments, Inc. He is a partner at ELMOBE LLC, an entity involved in supporting his business operations. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a broader Thrivent group structure.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Michael Binger is a CFA® charterholder with 12 years of industry experience. He has worked at Gradient Investments, LLC since 2012 and is a passive investor in O'Shaughnessy Distilling Co., a spirit sales business. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary investment framework and offers a range of model and custom portfolios across multiple asset classes, focusing on fee-only advisory services.

James Walsh is a CFP®-designated financial advisor with 37 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1996. In addition to his advisory role, he owns Walsh Financial Management Inc., where he manages the business operations. 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, retirement plan consulting, and financial planning services.

Antony Hallada is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of CliftonLarsonAllen LLP. 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Drew Bergstrom is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Financial. His prior work includes roles at OSAIC and Royal Alliance Associates, INC., as well as experience in manufacturing and at the University of Minnesota Duluth. He also holds ownership in an investment-related LLC and serves as a corporate secretary providing employee feedback to management. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering both discretionary and non-discretionary managed accounts along with retirement plan consulting and financial planning services.

Rexford Cattanach is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Sequent Planning, LLC and First Income Advisors since 2020, and previously with Gradient Advisors, LLC from 2017 to 2020. Cattanach is also president of Keats Group, LLC, a wealth management and financial planning firm, and participates in the Stillwater Rotary Club, a nonprofit community service organization. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios to implement client strategies, and offers alternative and private investment options alongside a web-based platform for independent advisers.

Michele Martin is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. She currently serves as President of Prosperity - An EisnerAmper Company and has held roles at multiple wealth management firms since 2014. Martin is a board member at St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach focused on asset allocation and diversification, managing approximately $5 billion in client assets and utilizing third-party independent managers and technology platforms to support its services.