Elizabeth Odegaard is a financial advisor with 16 years of industry experience, currently affiliated with 49 Financial. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Thrivent Financial. Outside of her advisory work, she is a member-owner of a cooperative brewery in Minneapolis. 49 Financial provides financial planning, retirement-plan consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and trusts. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside access to third-party managers.

Alissa Tinklenberg is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 65 and Series 63 licenses and two years of industry experience. She has previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she is affiliated with the Hopkins Hurricanes. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and charities, offering personalized investment advice and coordinating with other professionals for estate and tax planning.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Brian Limborg is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at EFS Advisors and Advanced Advisor Group, LLC. Outside of his advisory work, Limborg is involved in managing several family-owned businesses, including a cafe and a resort, and serves as president of the Sigma Nu Holding Association and vice president of the Little Whitefish Lake Association. 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, emphasizing individualized portfolio construction through a combination of in-house strategies and third-party platforms.

Anthony Gruba is a financial advisor at Associated Investment Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes a range of model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Jay Dworsky is a financial advisor at ON Investment Management Co. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ONIMCO since 2013. Outside of his advisory role, he serves on the board of Fraser, a nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary advisory relationships.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he serves as treasurer for Faith Homes and works as a Medicare agent assessing Medicare needs and enrolling clients in plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework, primarily investing through ETFs and mutual funds, and offers both discretionary and non-discretionary management services.

Steven Kittay is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to joining Oak Ridge in 2022, he worked at UBS Financial Services from 1995 to 2022. 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.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 13 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a current tenure beginning in 2017. Prior to her current role, she was with IMST Distributors, LLC for five years. Riverbridge Partners is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and serves a diverse client base, including sovereign wealth funds, banks, and insurance companies.

Tate Hullett is a financial advisor at AlphaStar Capital Management with a Series 65 designation. He has been in the industry for one year and has previously worked at PPS Wealth, Principal Preservation Services, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and offers ERISA-related plan services.

David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Woodbury, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years. Outside of his advisory role, Paton serves as treasurer for two nonprofit organizations, Neighbors Inc. and Black Oak Lake Preservation, focusing on community support and environmental efforts. 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, with a predominance of non-discretionary management.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital in 2025, she was a full-time student for 22 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Richard Vasterling is a CFP® professional with 28 years of industry experience. He is currently with Larson Financial Group, LLC, where he has worked since 2021. His prior experience includes firms such as Larson Wealth Partners, Comprehensive Asset Management & Servicing, Inc., and Counsel Wealth Management. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting for individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches and uses a blend of model portfolios and custom discretionary programs.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. 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, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Zechariah Schaefer is a CFP® with six years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He is owner and tax preparer at Ascent Tax Services LLC and serves as an instructor for insurance and financial industry training courses at Kaplan Financial. In addition to his financial work, he creates and sells artwork. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities by providing managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice and coordination with other professionals for estate planning and related services.

Liddy Achter is a financial advisor at Fiduciary Counselling Inc. with 20 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc. for eight years before joining her current firm in 2020. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering both discretionary and non-discretionary investment advisory services alongside accounting, tax, estate planning, and administrative support. The firm utilizes written investment policy statements and model portfolios based on asset allocation and capital market assumptions, and it maintains unique relationships with affiliated trust and investment management companies.

David Sloan is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked with Geneos Wealth Management since 2016, also operating Sloan Financial Solutions LLC since 2020. His other business activities include acting as an independent representative for fixed insurance sales and serving as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a range of investment strategies and offers customized and model-based account options through various platforms.

Ryan Dillon is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Secured Retirement Advisors and Allianz Life Financial Services and spent 17 years with Pro Links Sports. Dillon is also involved with Fundamental Wealth Designs, LLC, an insurance sales business focused on life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a large network of affiliated advisers.