Jared Krog is a financial advisor with Great Valley Advisor Group, LLC in Edina, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at LPL Financial and various divisions of Northwestern Mutual from 2010 through 2022. 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, employing a mix of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Michael Hughes is a Series 65 licensed financial advisor with Gradient Advisors, LLC in Arden Hills, MN, with one year of industry experience. Prior to joining Gradient Advisors, he held roles within related entities and has experience outside finance as a sports official. He is also a third-degree member of the Knights of Columbus Council #4374, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

Mason Sheehy is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Mutual Securities, Inc. and Mutual Advisors, LLC since 2019, following earlier roles at Principal Securities Inc., Principal Life Insurance Company, and American Family Insurance. Outside of finance, Sheehy is involved in acting, appearing in feature films. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, qualified purchasers, and institutional investors. The firm provides discretionary and non-discretionary advisory services, managing portfolios through a combination of active and passive strategies with an emphasis on diversification tailored to clients’ objectives.

Sarah Morgan is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 registrations and three years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. She also has experience in client service and insurance product sales, including life, long-term care, and annuities. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charities, offering managed account services and financial planning. The firm provides personalized investment advice with an emphasis on coordination with legal and tax professionals for estate planning.

Sean Smith is a CFA® charterholder with 15 years of industry experience. He has worked at Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management services to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee, offering diversified portfolios that include ETFs, mutual funds, separately managed accounts, and private investment funds.

Nathan Ahlberg is a CFP®-designated financial advisor with 13 years of industry experience. He currently works at Prosperity - An EisnerAmper Company and has held prior roles at firms including U.S. Bank, Lurie Wealth Advisors, and Advisornet Wealth Management. In addition to his advisory role, Ahlberg is also an independent insurance agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios in its investment approach.

Ryan Kompelien is a CFP® professional with 10 years of industry experience. He has worked at Berger Financial Group since 2015 and was previously with Cambridge Investment Research, Inc. from 2015 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary investment strategies and fundamental analysis.

Andrew Kuhl is a financial advisor at Prosperity - An EisnerAmper Company with eight years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including LPL Financial, LLC, Lurie Wealth Advisors, and Ernst & Young, LLP. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support its multi-team approach managing approximately $5 billion in assets.

Steve Olsonoski is a financial advisor at Focus Financial with 40 years of industry experience. He has been with Focus Financial and OSAIC since 1999 and has also worked with National Benefits since 1985. Olsonoski holds a Series 63 designation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Juli Wilder is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments, Questar Asset Management, and Thrivent Investment Management. Wilder is dually registered with Thrivent Advisor Network and Thrivent Investment Management, Inc. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing management and access to independent managers.

Sean Deichert is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fiduciary Counselling, Inc. He has 10 years of industry experience, with prior roles at LPL Financial, Cetera, and Bell State Bank & Trust. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment management alongside accounting, tax, estate planning, trust, and administrative services. The firm employs a disciplined investment approach based on asset allocation and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Joel Schrimpf is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with Focus Financial Network, Inc. since 2006. Outside of his advisory role, he coaches high school and youth wrestling. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Alan Schmidt is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Archer Investment Corporation and The Diamond Group. Outside of his advisory work, he is involved with ECA Marketing NFP and The Financial Fire Marshal, where he markets annuity products to independent insurance agents through a field marketing organization. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Casey Mccarty is a financial advisor with Gradient Advisors, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Cetera, Minnesota Life Insurance Co, and Securian Financial Services Inc. He also serves as an accountant and CPA for T.A.B.C. Associates, where he has been involved since 2018. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by tools such as the Color of Money Risk Analysis.

Paul Vessel is a financial advisor with Gradient Securities, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Gradient Securities since 2020 and previously held positions at Questar Asset Management, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory role, he works as an independent contractor providing proofreading services for manuscripts. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm combines SEC-registered investment advisory services with broker-dealer activities and utilizes a mix of third-party managers and non-discretionary strategies.

Carter Morrissette is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. Prior to joining Berger Financial Group in 2024, he worked at Boulay Financial Advisors, LLC for two years and has a background in education, including roles at the University of Eau Claire and Maple Grove Public Schools. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the St. Lawrence Catholic Church Men's Club. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Ryan Wirth is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and previously worked for six years at RBC Capital Markets, LLC. He maintains a Wisconsin license for Accident & Health, Life, and Variable Contracts. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI-supported tools for tax-aware investing and portfolio monitoring.