Christopher Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 26 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Dinsmore Compliance Services, Innovation Partners LLC, Mount Yale Capital Group, The Leaders Group, Inc., Allianz Life Financial Services, LLC, and American Financial (TruChoice). 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 manages portfolios through discretionary and non-discretionary arrangements and offers access to third-party managers and platform solutions.

Joshua Ask is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience with Sentient Wealth Group, EFS Advisors, and Map South Hockey. He has also worked in educational roles at the University of St. Thomas and Farmington High School. 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 management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers.

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.

Matthew Heilmer is a financial advisor at Boulay Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Heilmer has been with Boulay Financial Advisors since 2018. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated firms.

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.

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.

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.

Marie Williams is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes.

Taylor Sundeen is a CFP® professional with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His prior roles include positions at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, Great Waters Financial, and his work as a real estate agent at Realty Group, Inc. outside the investment industry. AdvisorNet Wealth Partners serves a diverse client base including individuals, trusts, corporations, and qualified plans, offering investment management, financial planning, and retirement consulting. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and various external and internal managers to meet client objectives.

Keaton Duchow is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN. He holds a Series 65 designation and has been with NorthRock Partners since 2020. Prior to his advisory role, his work experience includes positions in retail and manufacturing sectors. 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 emphasizing broad asset allocation, diversification, and the use of independent managers, while integrating private market allocations and utilizing AI-supported tools for portfolio monitoring.

John Dritz is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Focus Financial and OSAIC since 1996 and serves as a board member for Focus Financial, participating in company governance and committee activities. Focus Financial Network 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.

Bradley Weber is a financial advisor at Aspiriant, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm employs customized investment programs informed by internal Capital Market Expectations and offers a range of investment options including third-party managers, ETFs, and private investments.

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He previously worked at Merus Global Investments for five years and Winthrop Wealth Management for two years. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting, using multi-asset portfolios with equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis and AI tools.

Katherine Trafton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Stifel, Nicolaus & Co., Inc. for 24 years before joining her current firm. 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.

Windjammer Wealth Advisory provide individuals, couples, and families with highly personalized financial guidance built around their lives, priorities, and aspirations. By bringing together comprehensive financial planning, customized investment management, retirement and tax strategies, and estate and legacy considerations, we help clients see the bigger picture and make thoughtful decisions with confidence. Our approach is personal, proactive, and grounded in a trusted relationship with an experienced advisor who understands where you are today and helps you chart a clear course toward the future you envision. Johannes Fure, CFP®. As a personal wealth advisor, I’m passionate about helping individuals and families make confident, well-informed financial decisions—no matter their stage in life. Whether you're just starting out, building wealth, or preparing for retirement, I believe that everyone deserves a clear plan and a trusted guide. I take the time to understand what matters most to you, so we can chart a financial course that aligns with your goals and values. Helping clients grow, protect, and enjoy their wealth is more than my profession—it’s my calling. Let’s work together to turn your financial possibilities into a well-planned future.

Robert Long Jr. is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

Geoffrey Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been with AdvisorNet Wealth Partners since 2012. Outside of his advisory roles, he serves as a director for the Minnesota Golf Association. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing multiple asset types and offers both discretionary and non-discretionary management services.

Trevor Campbell is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Investment Services, Brady Lindemann, Prudential, Morgan Stanley, and Levy Restaurants, where he has also worked as a bartender since 2014. 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.

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. JNBA Financial Advisors provides 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 offers specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Bloomington, MN, holding a Series 65 designation with one year of industry experience. Before joining Van Clemens, he worked at Baker Tilly Advisory Group for two years and had brief roles at RSM LLP and WipFli LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm uses a combination of discretionary and non-discretionary portfolio management approaches, incorporates third-party managers, and offers specialized strategies including an in-house Growth Opportunities model focused on micro- and small-cap equities.