Alec Finn is a financial advisor at Oxford Financial Group, Ltd. based in Minneapolis, MN, with a Series 65 credential and two years of industry experience. His prior work includes positions at SRS Acquiom and US Bank, as well as service in the U.S. Navy from 2011 to 2019. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes through dedicated investment teams.

Timothy Evon is a financial advisor at Redhawk Wealth Advisors, Inc. with 33 years of industry experience. He holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Redhawk in 2023, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is a member or owner of several business entities related to office management and investment activities. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, with portfolios overseen by a weekly investment committee.

Jason Mahn is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at CITY NATIONAL BANK, RBC Capital Markets, LLC, and Plexus Corp. He maintains a Wisconsin insurance license for Accident & Health, Life, and Variable contracts. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach focusing on broad asset allocation, diversification, and tax-aware investing, utilizing independent managers and private market allocations alongside AI and automated tools.

William Steinbauer is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Steinbauer has been with Oak Ridge Financial Services Group since 2004. 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.

Matthew Scherer is a CFP® professional with 21 years of industry experience, currently serving at Level Four Advisory Services. He has worked with Level Four Financial, LLC since 2019 and previously was with LPL Financial from 2014 to 2021. Outside of his advisory work, Scherer is a board member and president of the Hamel Athletic Club, a youth baseball organization in Hamel, MN. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering fee-only financial planning, asset management, and retirement plan advisory services.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.

David Wischmeier is a financial advisor with M Holdings Securities, Inc. in Minneapolis, MN, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Winged Keel Group since 2025 and previously with Mbw Group, NBW Insurance Group, and Story Capital. Wischmeier serves as a board member for Saint Paul's Outreach and is the treasurer of Holy Trinity Hermitage, Inc., a charitable ministry. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory services.

Laura Neal is a financial advisor at Fiduciary Counselling Inc. in St. Paul, MN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at ICONIQ Capital, RMB Capital Management, Arootah, Rover, and Cresset Asset Management. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to a broad client base, including individuals, trusts, charitable organizations, and corporations. The firm employs a model portfolio approach driven by asset allocation methodology, utilizing a mix of registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Lucas Van is a financial advisor with Principal Advised Services, holding a Series 66 designation and four years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of finance, he works part-time as a customer service associate at Lowe's, assisting customers in the tools and hardware department. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Connor Chesnut is a financial advisor with Thrivent Advisor Network, LLC, holding the CFA® designation and Series 63 license. He has three years of industry experience, including roles at Purshe Kaplan Sterling Investments, Craig-Hallum Capital Group, and PricewaterhouseCoopers LLP. His background also includes experience in the food service industry and work at the University of St. Thomas. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Carter Mc Graw is a Series 65 licensed advisor at Gradient Investments, LLC with one year of industry experience. Prior to joining Gradient Investments, he held roles at Case Central, LLC and Gartner Companies. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets primarily on a discretionary basis.

Audrey Heitkamp is a financial advisor with Focus Financial in Bloomington, MN, holding a Series 66 license and four years of industry experience. Her prior work includes roles at OSAIC, CarVal Investors, and Ernst & Young. Outside of her advisory duties, she operates as a notary public and holds an ownership interest in a partnership managing administrative functions related to her financial advisory business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, utilizing a range of investment strategies and vehicles tailored to client needs.

Thomas Klein is a CFA® charterholder and holds a Series 66 registration, with four years of industry experience. He currently works at Gradient Investments, LLC and previously was associated with Ameriprise Financial Services, LLC, Panoramic Wealth Advisors, and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Benjamin Reynolds is a financial advisor with Thrivent Advisor Network, LLC who holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Inc., and THRIVENT Financial. He is also the owner of Storyline, LLC, a company established to manage business expenses. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing diversified, long-term investment strategies across mutual funds, ETFs, equities, bonds, and alternative investments.

Polly Hamm is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Mission Wealth Management, LP and was previously with Brown Wealth Management, LLC. Polly is also co-owner of Right at Home, a business providing in-home care and assistance. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm emphasizes customized, long-term strategies using a range of investment vehicles and offers services such as tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Jamie Kaestner is a financial advisor with Saxony Capital Management, LLC in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Smart Money Group, LLC, Plan Group Financial, Inc., and Summit Brokerage Services, Inc. He is also associated with Ironhorse Wealth Management, an investment-related business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model across multiple offices, offering discretionary asset management alongside hourly or flat-fee financial planning, utilizing a wide range of investment methods and third-party managers.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and 11 years of industry experience. He has worked at NorthRock Partners since 2016 and previously at Lifestage Wealth Management Group LLC. Outside of his advisory role, Berns is a co-owner of Suits Coffee, a coffee bean roasting business, and serves on the board of the Alexandria Community College Foundation. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that emphasizes broad asset allocation, diversification, and regular rebalancing, integrating private market investments and utilizing AI tools alongside human oversight.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Jeffrey Tolzin is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1988, contributing over three decades to the firm. Fiduciary Counselling Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and related entities, including a registered investment adviser and a registered investment company. The firm employs asset allocation and modern portfolio theory to implement client portfolios through both discretionary and non-discretionary investment management, supported by integrated accounting, tax, estate planning, and trust administration services.