Gregory Swoverland is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets Corporation. Outside of his advisory work, he serves as a firefighter for the City of Maple Grove. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and retirement-plan services. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside its broad range of financial and risk management services.

Brian Eder is a CFP® and ChFC® with 20 years of industry experience. He is currently with OnePoint BFG Wealth Partners and previously spent 20 years at Northwestern Mutual in various capacities. Eder is the president and founder of Birdies 4 Brains, a nonprofit organization. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach utilizing a combination of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Nikolaos Bame is a Series 65-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Bloomington, MN. He has three years of industry experience, including prior roles at Investors Financial Group and Mutual of Omaha Insurance Company. He is the founder of the Public Golf Society, a nonprofit golf league in Minneapolis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning offerings, collaborating with third-party money managers primarily via the Envestnet platform.

Mike Nimmo is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Kinetic Investment Management and Allianz Life, among other firms. Outside of his advisory role, he is the founder of Play It Forward Group, which organizes a charity golf tournament with a portion of proceeds donated to charity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.

Jeremy Smalley is a financial advisor at Principal Advised Services with 21 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2007. 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and comprehensive supervision.

Paul Giannobile is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Focus Financial Network Inc. since 1998 and is president of 401K Solutions, Inc., an S-Corp used for business expense and tax planning. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, charities, and corporate entities. The firm offers managed account services and financial planning with a personalized investment approach that incorporates portfolio management, asset allocation, and coordination with external professionals for estate and tax planning.

Cassity Wingenbach is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. Wingenbach has previously worked at Eide Bailly Advisors and United Planners' Financial Services among other firms. Outside of advising, Wingenbach served for 16 years at Bismarck Gymnastics Academy. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with a focus on asset allocation and diversification, managing approximately $5 billion in client assets.

Aaron Brandt is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been affiliated with Great Valley Advisor Group, LPL Financial, and Exeter Wealth Management since 2016. 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 with a focus on individualized portfolio construction and oversight, utilizing both in-house and third-party managed strategies.

Paul Christopher is a CFP® professional with 13 years of experience in financial advising. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of advising, he participates in client education and professional training related to long-term care insurance referrals. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with customized, long-term focused investment advisory services. The firm offers discretionary and non-discretionary portfolio management using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Sean Barrett is a financial advisor with AdvisorNet Wealth Partners based in Minnetonka, MN, holding a Series 66 license and 10 years of industry experience. His prior experience includes roles at Northwestern Mutual and Cetera Advisor Networks. He is also involved in financial planning through Advanced Retirement Resources Inc. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, incorporating both discretionary and non-discretionary management strategies.

Jon Berg is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Oak Ridge Financial Services Group since 2003. Outside of his advisory role, Jon is also a songwriter and performer, producing music both physically and digitally. The Oak Ridge Financial Services Group 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, with most accounts managed on a non-discretionary basis and regular client reviews.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with CliftonLarsonAllen since 2015 and serves as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by an Investment Committee and integrates advisory services with multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Isabella Armour is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and no prior industry experience. Her background includes roles at General Mills, Cavender-Bares Lab at the University of Minnesota, and running her own business, Isabella Armour LLC. Outside of finance, she teaches and manages a swing dance studio in Saint Paul, MN. 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 investment advisory programs, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations.

Lawrence Whipple III is a financial advisor with Summit Trail Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Corient, Bank of America, Merrill, and Morgan Stanley. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, business entities, trusts, and institutional clients, offering portfolio management, financial planning, family-office services, and retirement plan advisory. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome buckets, utilizing an open-architecture approach with various investment vehicles.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. 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, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment strategies.

Scott Rickford is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Rickford has been with Oak Ridge since 2004. Outside of his advisory role, he owns cattle as a completely passive activity unrelated to his investment work. The Oak Ridge Financial Services Group 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, access to third-party portfolio managers, and comprehensive or segmented financial plans with a primarily non-discretionary management approach.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a mix of fundamental and technical analysis supplemented by AI tools.

Susan Wieneke is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 credential and has previously worked with firms including Bison Advisors and OneAmerica Securities. Wieneke is also involved with the Catholic Order of Foresters. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering advisory services such as financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational support for other advisers through its managed account platform.

Brandon Cowan is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including 12 years with his current firm. The Oak Ridge Financial Services Group 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, with most accounts managed on a non-discretionary basis and client approval required for third-party manager selections.