Richard Chaffee Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. and Chaffee & Associates, holding the ChFC® and Series 63 designations. He has 53 years of industry experience, including 17 years with M HOLDINGS SECURITIES and over 21 years managing his own firm, Chaffee & Associates, where he serves as CEO. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of portfolio management by Financial Professionals and third-party sub-advisors.

Robert Beveroth is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Cetera, Advance Wealth Management Group, and The Prudential Insurance Company of America. In addition to his advisory duties, he is also licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care coverage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction and a range of management options, serving both non-high-net-worth and high-net-worth clients.

Christopher Mastley is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2010. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm is noted for its team-based family office services and business consulting for clients such as professional athletes, employing a range of investment strategies and ongoing portfolio reviews.

James Mattson is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. He serves on the St. Johns University Board of Alumnus, assisting with donor relations. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers.

Derek Mc Cready is a financial advisor at The Oak Ridge Financial Services Group, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise LLC and Teachers on Call, among other roles primarily in education. Mc Cready also has experience as a teacher in several school districts. 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.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Thomas Schneider is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ausdal since 2020 and previously held roles at SSN Advisory, Securities Service Network, and Voya Financial Advisors. Schneider is also the owner of Schneider Consulting, where he provides insurance plans to individuals and small employee groups. Additionally, he serves as a chapter champion for the Free Enterprise Alliance, an advocacy group focused on limited government and fair competition. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Dylan Merchant is a Series 66 licensed advisor with five years of industry experience, currently with AdvisorNet Wealth Partners. He has held positions at Advanced Retirement Resources and Equitable Advisors, and previously worked at the University of Redlands and Troy Burne Golf Club. Outside of his advisory role, he is a sales associate with Realty Benefit Services, involved in tax account program sales. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal models to meet client objectives.

Hanna Rask is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 12 years of industry experience. She previously worked at Northwestern Mutual and LPL Financial. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. 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 investment management and financial planning services tailored to client needs.

Kaylee Mc Clellan is a CFP® professional with four years of industry experience currently with Great Valley Advisor Group, LLC. She previously worked at Ameriprise and LPL Financial. Outside of her advisory role, she is involved with Studio Third LLC, a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across wrap and non-wrap programs.

Stephanie Rossi is a CFP® professional with 26 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2012. She is based in Bloomington, MN, and is part of a multi-team firm with 29 advisors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and retirement plan consulting, employing a team-based approach and a range of investment strategies involving equities, fixed income, mutual funds, and ETFs.

Michael Jacobson is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Focus Financial Network and its affiliated firm OSAIC since 1996. Outside of his advisory role, he owns Jacobson Financial Group, Inc., a non-investment business entity. 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, third-party manager access, retirement plan consulting, and financial planning services.

Roger Anderson is a CFP® with 41 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His prior experience includes roles at United Planners Financial Services and LPL Financial, among others. Anderson also operates Roger A Anderson Inc., a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Tyler Jordan Taylor is a financial advisor with Foundations Investment Advisors LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Brookstone Capital Management and operates Husbear Events LLC, providing event planning and DJ services. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a mix of fundamental, technical, and cyclical analysis to tailor advice and manage investments.

Daniel Harrington is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 17 years of industry experience. He has served at AdvisorNet Wealth Partners since 2012 and at Cetera Wealth Services since 2013. Harrington is also involved in community activities as a volunteer with Presbyterian Homes & Services, where he engages with men's groups on non-investment topics. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management strategies.

Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.

John Rusciano is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Northwestern Mutual and Purshe Kaplan Sterling Investments before joining Summit Financial in 2025. Outside of his advisory work, he co-authored a book on career management titled *Fire Yourself!* and serves on the board of directors for the Highland Oaks Homeowners Association. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Scott Bradbury is a financial advisor with Balefire, LLC, holding a Series 63 designation and 17 years of industry experience. His prior work includes roles at Integrity Alliance, Lion Street Financial, PKS Investments, VisionPoint Group LLC dba Fuse Partners, Princor Financial Services Corp, and Principal Life Insurance Co. Outside of his advisory role, Bradbury is a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, providing financial advice and education to private clients. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach supported by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in assets.

Timothy Brown is a CFP® and CFA® charterholder with 14 years of industry experience. He is currently with Mission Wealth Management, LP, having previously founded and managed Brown Wealth Management, LLC for 23 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized, long-term wealth management and financial planning strategies. The firm employs a range of investment approaches, including ETFs, alternative investments, and third-party sub-advisors, with a focus on discretionary portfolio management and tax-aware trading.