Liddy Achter is a financial advisor at Fiduciary Counselling Inc. with 20 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc. for eight years before joining her current firm in 2020. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering both discretionary and non-discretionary investment advisory services alongside accounting, tax, estate planning, and administrative support. The firm utilizes written investment policy statements and model portfolios based on asset allocation and capital market assumptions, and it maintains unique relationships with affiliated trust and investment management companies.

David Sloan is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing eight years of industry experience. He has worked at Geneos Wealth Management and Sonnenfeld Financial, and currently operates Sloan Financial Solutions LLC. Outside of advising, he is an independent representative for fixed insurance sales and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, managing over $5.5 billion in client assets as of the end of 2024.

Ryan Dillon is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allianz Life Financial Services and Secured Retirement Advisors. In addition to his advisory role, he is involved in insurance sales through Fundamental Wealth Designs, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a variety of investment products and strategies.

Jonathan Vanorden is a financial advisor at Gradient Investments, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Gradient Investments since 2011. Outside of his advisory role, he is also engaged in insurance sales as a sole proprietor. Gradient Investments provides discretionary investment management to individuals, institutions, and various fiduciary clients through fee-only managed portfolios that include mutual funds, ETFs, equities, and structured products. The firm employs a proprietary investment framework and offers a diverse range of strategic and customized portfolio solutions.

Michael Englund is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Outside of finance, he serves as a fireman with the Hudson Fire Department. 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 a combination of in-house strategies and third-party managers across various platforms.

Andrew Lang is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 2010. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm uses written investment policy statements and model portfolios based on asset allocation and capital market assumptions, integrating modern portfolio theory with a mix of registered and private investment vehicles.

Andrew O'Neill is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Gradient Securities since 2011. O'Neill is also involved in several business ventures, including ownership of O'Neill Asset Management, LLC, and serves as a board member for Community Kids, an inner-city ministry. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm combines advisory services with broker-dealer offerings and routinely utilizes third-party managers in its investment approach.

Christian Nielsen is a CFA® charterholder with 12 years of industry experience. He has been with Fiduciary Counselling Inc. since 2011. The firm advises individuals, trusts, charitable organizations, corporations, and related entities, offering investment advisory services alongside accounting, tax, estate planning, and administrative support. Fiduciary Counselling implements client portfolios based on asset allocation and capital market assumptions, conducting manager due diligence and portfolio administration while maintaining close relationships with affiliated trust and investment companies.

Mathias Beck is a Series 65 licensed financial advisor with Great Valley Advisor Group, LLC, based in Mahtomedi, MN. He has two years of industry experience, including roles at North Point Advisor Group and Highpoint Trading LLC. His background also includes involvement with White Bear Basketball and experience at the University of Minnesota. 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, utilizing both in-house strategies and third-party managers.

Gregory Grunsted 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. He previously worked at Feltl & Company for 15 years before joining Van Clemens & Co., Inc. in 2017 and its affiliated firm since 2023. Outside of his advisory role, he volunteers with the Minnesota Orchestra Association, making outreach calls to patrons and donors. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance and uses a blend of modern portfolio theory along with fundamental and technical analysis in its investment strategies.

Michael McCullough is a financial advisor at Gradient Securities, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Gradient Securities since 2011. In addition to his advisory role, he operates an accounting practice as a CPA through Michael J. McCullough, Ltd. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients, often utilizing third-party managers and offering a combination of advisory and broker-dealer services.

Jeffrey Sellner is a Series 65 licensed advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2018. He has a total of seven years of industry experience and has been a Principal with CliftonLarsonAllen LLP since 1998. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a strategic asset allocation approach with model portfolios, combining active and passive investment vehicles, and coordinates planning through integrated wealth, tax, estate, and insurance professionals across its parent organization.

Scott Mullinix is a Senior Financial Advisor and Investment Director at Focus Financial with 23 years of industry experience. He has been with Focus Financial Network, Inc. since 2017 and previously worked at TIAA CREF. Mullinix is also a partner in Bergstrom Financial Group LLC and president of Mullinix Investment Management LLC. Focus Financial Network, Inc. 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, providing a range of managed account services, retirement plan consulting, and financial planning.

John Oberg is a CFP® 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 1992. Fiduciary Counselling Inc. advises individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory services alongside accounting, tax, estate planning, trust and charitable administration, and various administrative offerings. The firm employs a structured investment approach based on written policy statements, asset allocation, and capital market assumptions, and operates in conjunction with affiliated trust and investment management companies.

Casey Arends is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation. He joined the firm in 2026 and has prior work experience at Fairview Health Services beginning in 2015. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional investment management with digital-asset advisory services and offers specialized services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Joan Carroll is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and is also involved in managing Carroll Property Management, a business she owns jointly with her husband. Additionally, she serves as a board member for the Wisconsin Rapids Convention and Visitors Bureau. 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 firm-constructed model portfolios and integrates multidisciplinary planning through collaboration with CliftonLarsonAllen LLP.

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Kyle Danner is a CFP® professional with 9 years of experience, currently serving as a financial advisor at Larson Financial Group, LLC since 2018. He also has a Series 66 license and has been involved with Larson Financial Securities, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to a range of clients including individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, and employs tools such as option overlays and separately managed accounts while using AI-assisted methods to support research and documentation.

Jeffrey Mc Ginley is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Cetera Advisor Networks LLC. He operates out of Minneapolis, MN, and divides his time between serving as an investment advisor representative and a registered representative. Thrivent Advisor Network, LLC provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm focuses on long-term, customized asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Samuel Wilczek is a financial advisor at Focus Financial in Minneapolis, MN. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Focus Financial, he worked briefly at Ameriprise - Alacrity Wealth Advisors and has experience working outside the industry. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides managed account services and financial planning, emphasizing personalized investment advice and coordination with other professionals for estate planning and related legal or tax matters.