Trevor Nelko is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Focus Financial Network and OSAIC since 1999. Nelko is also the owner of Nelko Financial Services, Inc. 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.

Anya Gage is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds the Series 65 designation and has worked at Vanderbilt Advisory Services since 2019. Outside of her advisory role, she is licensed in Minnesota for health and life insurance and assists with fixed insurance needs analysis. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Jason Clark is a CFP® with 23 years of industry experience, currently with Larson Financial Group, LLC since 2024. He previously worked at Financial Freedom, Inc. for 19 years. Clark refers clients to Wold Financial for term life insurance. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing both strategic and tactical approaches, and integrates AI-assisted tools alongside human review for its services.

David Moser is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a customized investment process overseen by an Investment Committee and provides services including independent manager recommendations and specialized strategies for concentrated positions.

Benjamin Cline is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 66 designation and with two years of industry experience. Prior to joining Van Clemens, he worked at UnitedHealthcare and Optum. Outside of finance, he owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with a range of investment advisory and financial planning services. The firm customizes portfolios based on client objectives and risk tolerance, utilizes third-party managers, and offers an in-house Growth Opportunities model focused on micro- and small-cap equities.

Aidan Young is a financial advisor at Simplicity Wealth with a Series 65 designation and over two years of experience in the industry. His prior roles include positions at Northern Trust Corporation, Coinbase, and Euronext Dublin. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and rebalancing, alongside discretionary authority over timing and execution for many models.

John Layton is a CFP® with 40 years of industry experience, currently serving at Focus Financial Network, Inc. since 1996. He is also the owner of La Fainera Sport Inc and is active as a guitarist in a band. Focus Financial Network 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 investment management and financial planning services.

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 advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He previously worked at Investors Financial Group and has been with Mutual of Omaha Investor Services since 2022. Outside of advisory work, he is the founder of the Public Golf Society, a nonprofit golf league based in Minneapolis. Mutual of Omaha Investor Services provides advisory and retirement plan consulting services to individuals and corporations, offering managed account programs through third-party platforms and in-house portfolios. The firm operates within the Mutual of Omaha group, integrating advisory, broker-dealer, and insurance services.

Mike Nimmo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes roles at Kinetic Investment Management, Allianz Life, and Questar Capital Corporation. Outside of his advisory work, he founded Play It Forward Group, an LLC that organizes a charity golf tournament with part of the proceeds donated to charitable causes. Simplicity Wealth serves a wide range of clients including individuals, 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, and offers advisory services alongside technology and operational solutions for other advisers through its managed account platform.

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, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Focus Financial Network since 1998 and is also involved with OSAIC and 401 K Solutions, Inc. Outside of his advisory roles, he serves as president of 401K Solutions, Inc., an entity used for business expense and tax planning. Focus Financial Network 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, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Cassity Wingenbach is a financial advisor at Prosperity - An EisnerAmper Company with 12 years of industry experience. She holds a Series 66 designation and has worked at Eide Bailly Advisors, United Planners' Financial Services, and other firms. Outside of advising, she served as Chief Operating Officer at Prosperity, contributing to the development and implementation of the firm’s annual business plan. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, managing approximately $5 billion in assets with a multi-team approach. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management often through third-party managers and model portfolios.

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 at Advisornet Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, and Advanced Retirement Resources Inc. Barrett has also been involved with the University of St. Thomas since 2016. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction and both discretionary and non-discretionary management through various investment vehicles and advisory arrangements.

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 licenses and bringing 26 years of industry experience. He has served as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm, since 2015. 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, offers both discretionary and non-discretionary portfolio management, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

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.