Andrew Kuhl is a financial advisor at Prosperity - An EisnerAmper Company with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Lurie Wealth Advisors, LPL Financial, Summit Investment Advisory Services, and Ernst & Young. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party managers and technology platforms.

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.

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.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds the Series 65 designation and previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. In addition to advising, he is the owner of Financially Fit, LLC, an insurance and annuity-related business. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering customized portfolio management and financial planning services. The firm utilizes a variety of investment strategies and maintains relationships with third-party managers and proprietary partner offices.

Thomas Pargett is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Boulay Wealth and has held prior roles at firms including Carson Group, BerganKDV Wealth Management, Creative Planning, TD Ameritrade, UBS Financial Services, and Waddell & Reed. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, combining advisory services with integrated tax, accounting, and insurance offerings through affiliated firms.

Andrew Truax is a CFP® with eight years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at JNBA Financial Advisors for seven years and Columbia Threadneedle Investments for three years. Curi Capital, LLC offers wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of investment vehicles.

David Tomfohrde is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has worked at St. Bernard Financial Services since 2019 and previously spent six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Tomfohrde serves as a board member of the St. Lawrence Catholic Church Men's Club and is an independent insurance agent. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory and academic research, typically managing client assets on a non-discretionary basis.

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.

Derek Hicks is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding the CFP®, CFA®, and PFS™ designations, and has 18 years of industry experience. He serves as a Principal of CliftonLarsonAllen LLP and has been with CliftonLarsonAllen Wealth Advisors since 2007. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

David Bremer is a CFP® professional with 28 years of experience in financial advising. He has worked at Boulay Financial Advisors, LLC since 2002 and held roles at Valmark Securities, Inc. and Bfa Holdings, LLC. Bremer operates from Minneapolis, MN. He is part of Boulay Wealth, a firm serving individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Matthew Martinson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Advanced Advisor Group LLC, EFS Advisors, VOYA Financial Advisors, and Capital Street Financial Services. He also provides investment advisory services to Great Valley Advisor Group, Inc., an independent RIA. 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 through a combination of in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Sarah Colton is an investment advisor at Riverbridge Partners with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Nordstrom for 11 years before joining Riverbridge in 2021. Outside of her advisory role, she operates an online resale business on Poshmark. Riverbridge Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment approach focused on quality criteria and offers diversified income strategies across multiple credit sectors and alternative income vehicles.

Jared Lorts is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years and Ameriprise Advisor Services, Inc. for 2 years before joining NorthRock Partners in 2022. 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 emphasizing asset allocation, diversification, and ongoing portfolio oversight, integrating private market allocations and utilizing AI tools while maintaining human review.

Jessica Seifert is a financial advisor at JNBA Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brighton Jones LLC and Lockton Companies LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs a multi-asset investment approach incorporating equities, fixed income, mutual funds, ETFs, and covered-call strategies, and supplements its process with AI tools under formal governance.

Alex Koncilja is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at RMB Capital Management, Orgel Wealth Management, and CUNA Mutual Group. Outside of his advisory role, his work history includes positions related to community and sports organizations such as The Guidant John Rose Oval and Roseville Cedarholm Golf Course. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment approach and offers discretionary and non-discretionary services across a variety of portfolio strategies.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Timothy Jenneke is a CFP® professional with 25 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of advising, he is a partner in ELMOBE LLC, an entity established to manage business expenses for his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans via a multi-team structure. The firm emphasizes diversified, long-term portfolio construction using low-cost mutual funds, ETFs, and other investment vehicles, while offering both internal management and independent manager options.

Antony Hallada is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals to coordinate planning and implementation.