Drew Sonnenberg is a Series 65-licensed advisor at O.N. Investment Management Company with one year of industry experience. His prior work background includes roles in financial services as well as various positions in hospitality and recreation. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a dual-registration model, offering both discretionary and non-discretionary investment programs and maintains broker-dealer activities alongside advisory services.

Robin Edgar is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2013. Outside of his advisory role, Edgar is involved in several business activities including ownership of a consulting and coaching firm focused on exit planning and business succession, participation on a University of Minnesota nonprofit board supporting MIS students, and engagement in health and wellness product distribution. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA plan services tailored to client objectives.

Gary Livingston is a ChFC® credentialed financial advisor with 43 years of industry experience. He is affiliated with On Investment Management CO and has worked at THE O.N. Equity Sales Company since 2002 and Fortis Investors, Inc. since 1995. Outside of his advisory work, he serves on the Economic Advisory Board for the City of Oakdale, providing guidance on economic growth issues. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs and offers both discretionary and non-discretionary managed account options.

Elizabeth Thayer is a CFP® with 24 years of industry experience, currently serving as a wealth advisor at Thrivent Advisor Network, LLC. Her career includes prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments, reflecting long-term involvement in financial advisory services. She is also a partner in an LLC that manages administrative expenses for her advisory business. Thrivent Advisor Network serves a diverse client base, including individuals, families, and institutions, managing approximately $6.8 billion in assets. The firm offers customized portfolio management and financial planning with an emphasis on diversified, low-cost investment strategies and uses both internal and external investment management resources.

Timothy Kaley is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2017. In addition to his advisory role, Kaley is the owner of Kaley Financial Group, LLC, where he provides wealth management, retirement planning, and insurance sales. He is also a member of the Twin Cities North Chamber of Commerce. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm works with 169 advisors across 154 offices and employs a range of analytical tools to customize strategies, typically delivering portfolio services on a non-discretionary basis.

Benjamin Johnson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. Before joining the financial sector, he worked for seven years with the Minneapolis Police Department and has maintained ownership of Heritage Embroidery since 2004. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

James Mertz is a CFP® with 44 years of experience in the financial industry. He is currently a financial advisor at Focus Financial Network and OSAIC, having previously worked at LPL Financial and SII Investments, Inc. Outside of his advisory role, he owns Mertz Wealth Strategies, a business focused on income tax preparation. Focus Financial Network 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, retirement plan consulting, and financial planning services.

Wei Qiao is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. Prior to joining Van Clemens in 2024, he held roles at Bank of America and Merrill from 2019 to 2024, and at Thrivent Financial from 2012 to 2018. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of net worth levels. The firm customizes portfolios through both discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Eva Wilson is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Encompass Wealth Advisors and Panoramic Financial Solutions, both affiliated with Ameriprise Financial, and has experience in healthcare and fitness sectors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm offers specialized family office services and business consulting, using a team-based approach and a variety of investment strategies.

Paula Reynolds is a financial advisor with Simplicity Wealth, holding Series 65 and Series 63 licenses and having nine years of industry experience. She has worked at several firms including BrightPath Financial and Questar Capital Corporation. Outside of her advisory work, Reynolds is an ordained minister and officiates wedding ceremonies on a limited basis, primarily for members of her local community. She also volunteers with the Woodbury Days Council and Eagle Brook Church. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to discretionary portfolio management. The firm employs a fund-of-funds investment approach with model portfolios monitored and rebalanced regularly, combining advisory services with technology solutions for other advisers.

Michael Pohl is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, where he has worked for 10 years. He holds Series 65 and Series 63 licenses and brings nine years of industry experience. 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 using firm-constructed model portfolios and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Christopher Nelson is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Dinsmore Compliance Services, Innovation Partners LLC, Mount Yale Capital Group, The Leaders Group, Allianz Life Financial Services, and American Financial (TruChoice). 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 through RBC Capital Markets, generally managing most accounts on a non-discretionary basis with periodic reviews.

Cheryl Ober is a CFP® with seven years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC in Minneapolis, MN. She previously worked at Torchlight Financial Advisors and Garrett Investment Advisors, LLC. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and conducting regular portfolio reviews.

Evan Chang is a financial advisor with Focus Financial who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Cetera. He also serves as Chief Compliance Officer at Focus Financial Network, overseeing the compliance and supervisory framework for the registered investment adviser. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Kenneth Kauth is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Harbour Investments and Lakes and Plains Advisors since 2013. Outside of his advisory role, he operates as an independent insurance agent under Lakes and Plains Advisors, including offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Anna Hupert is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. She has worked at Focus Financial and Osaic Wealth and has prior experience at Land O'Lakes and Community Reinvestment Fund. 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.

Edward Stober Jr. is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nepsis, Inc. and Choreo, formerly RSM US Wealth Management LLC. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and offers multidisciplinary planning through its Private Client Services model.

Ruth Miller is a financial advisor at Continuum Advisory, LLC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and LPL Financial LLC. In addition to her advisory role, she serves as Compliance Manager at Continuum Advisory, providing supervision and operational support. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm utilizes a range of investment vehicles and offers tailored solutions through a network of independent advisors, managing over $1.4 billion in assets.

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory roles, he is involved in coaching through NextGen Leadership. 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, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Bennett Greer is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at MassMutual Central US and First National Bank of Omaha, as well as positions at Creighton University. 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 integrates advisory services with multidisciplinary planning via its Private Client Services model.