Joshua Anderson is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group. Prior to joining Pine Grove Financial Group in 2022, he held roles at Purshe Kaplan Sterling Investments and Crossroads Financial Group. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, providing services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Michael Pepin is a financial advisor at CX Institutional, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors, First Allied Advisory Services, and Edward Jones. In addition to his advisory role, he volunteers as an adult community education instructor on financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supported by third-party technology platforms for consolidated reporting and tax efficiency.

Michael Kojonen is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and four years of industry experience. He is also the owner of Principal Wealth Services, LLC and Principal Preservation Services, LLC, managing both investment-related and non-investment businesses concurrently. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Elizabeth Neyens is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and also operates Neyens Law PLLC, where she has practiced estate planning law since 2014. Outside of advisory and legal work, she is developing a social media application through her ownership of Circle by Kindred. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Andrew Aumann is a financial advisor at The Strategic Financial Alliance, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he operates a home-based business called AK Amazon Finds. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of in-house and third-party asset managers, utilizing a range of investment products and strategies.

Ellen Welsh is a CFP® professional with six years of experience in the financial services industry. She currently works at Great Valley Advisor Group, LLC and has previously held roles at LPL Financial and Northwestern Mutual. Outside of her advisory work, she is involved with IPG Risk Management, focusing on non-variable insurance and risk services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers a range of discretionary and non-discretionary investment management and financial planning services, combining proprietary strategies with third-party managers across various platforms.

Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. 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 investment management and financial planning services.

David Hawley is a financial advisor with Mutual Advisors, LLC in Woodbury, MN, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Innovative Planning Group and LPL Financial. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan advisory services. The firm utilizes a combination of active and passive investment strategies tailored to client objectives and is notable for its institutional work and specialized operational features.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. 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, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.

Debra Kuper is a CFP® with 39 years of industry experience, currently serving at Focus Financial since 1996. She holds Series 63 and Series 65 licenses and has been involved in various client service and portfolio management activities within the firm. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, charities, and corporate entities, offering personalized investment advice and coordinated planning services that emphasize collaboration with other professionals for estate and tax matters.

Luke Ripienski is a CFP® professional with 20 years of industry experience. He currently works at Prosperity Capital Advisors and has held prior roles at Valor Capital Management LLC, Principal Securities, Inc., and MML Investors Services, LLC. Outside of his advisory work, he serves as a FINRA arbitrator, resolving securities-related disputes. Prosperity Capital Advisors is an SEC-registered enterprise adviser that offers financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and incorporates a range of third-party providers and specialized investment options.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Northwestern Mutual from 2017 to 2024 and has been with LPL Financial since 2024. Outside of his advisory role, he is involved in risk management and insurance sales activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing both in-house strategies and third-party managers, with ongoing due diligence and portfolio monitoring to align with client objectives.

Dustin Rudolph is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allianz Life and Northwestern Mutual Wealth Management. Rudolph is also the owner of Legacy Ascent Wealth, where he focuses on insurance services including annuities and life and long-term care insurance. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion through a network of approximately 89 advisers. The firm utilizes a range of model portfolio solutions and discretionary asset management, supported by a broad affiliated-entity and service-provider ecosystem.

Jeffrey Ballek is a financial advisor at NWF Advisory Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Crown Capital Securities LP, BMO Harris Financial Advisors, and Keller Williams Integrity Realty. He is also the owner of Ballek Wealth Management LLC, where he sells insurance products, and maintains a realtor’s license through Coldwell Banker Realty. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Jeffrey Kolodjski is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 17 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and has been affiliated with LPL Financial since 2012. Great Valley Advisor Group, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

David Beissler is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has been with Focus Financial Network, Inc. since 2002 and currently serves as Board Chair at the firm. Beissler also holds a role at OSAIC and has a background with Royal Alliance Associates, Inc. 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, and financial planning services.

Harrison Falteisek is a CFP® with 10 years of experience in the financial services industry. He currently serves as an Investment Adviser Representative at CreativeOne Wealth, LLC, and has held roles at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of his advisory work, he is the owner of HSF Financial LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing diverse strategies including ETFs, mutual funds, and options.