David Finch 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, including 16 years at Ameriprise Financial Services and Ameriprise Advisor Services. 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.

Bryon Deiss is a financial advisor with Gradient Securities, LLC, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Cetera. Outside of advising, he is also a musician and vocalist who performs with the Righteous Rock Band at events several times per year. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach and collaborates with multiple third-party managers, offering implementation support and ongoing client reviews.

Thomas Stoltman is a financial advisor with Brookwood Investment Group in Bloomington, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at several firms including Redwood Private Wealth LLC and Regal Investment Advisors. Outside of his advisory role, he is the managing director of Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes investment strategies through a comprehensive assessment process and offers a blend of passive, active, and tactical management, along with access to various alternative investment instruments.

Jeffery Bird is a financial advisor with M HOLDINGS SECURITIES, Inc. in Minneapolis, MN, holding ChFC® and Series 63 credentials and bringing 39 years of industry experience. His work history includes roles at Winged Keel Group, LLC and NBW Insurance Group. Outside of his advisory work, he serves as president of Hope Farm School, an inner-city ministry focused on supporting underprivileged youth. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a national network of independent firms and professionals. The firm provides a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using platform providers and sub-advisory arrangements to support its offerings.

Mark Fenlon is a CFA charterholder with 32 years of industry experience. He is currently a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019. His prior roles include positions at Schenck Investment Solutions, Cleary Gull Advisors, Johnson Bank, BMO Asset Management, M&I Investment Management, and Morgan Dempsey Capital Management. Fenlon also serves as a director of Collidion, Inc., a healthcare company, providing non-investment-related management advice. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans with 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 multidisciplinary planning services from its parent firm, CliftonLarsonAllen LLP.

Derek Hartman is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise, and Aqua Freedom LLC. 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 mix of in-house strategies and third-party managers.

Peter Hoff is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 credential with nine years of industry experience. He has been with NorthRock Partners since 2016. Outside of his advisory role, Hoff serves as a director for Park Region Telephone Cooperative. 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 broad asset allocation, diversification, and the integration of private market investments, supported by both technology and human oversight.

Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. Boulay Wealth serves 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, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.

Bruce Ensrud is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes roles at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Ensrud serves on the boards of several nonprofits, including Every Meal, The Collegeville Institute, and Mount Olivet Rolling Acres, providing advice on governance and organizational strategy. Thrivent Advisor Network, LLC delivers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios with low-cost mutual funds and ETFs.

Phoebe Bird is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Clearpath Wealth Advisors, Everest Financial Group, and Charles Schwab. Outside of her advisory role, she is also licensed as an insurance agent in Minnetonka, MN. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

David Matthews is a CFP® with 21 years of experience, currently serving as a Senior Financial Advisor at Focus Financial and OSAIC since 2014. He provides financial planning and operational support to clients of David Beissler. Outside of his advisory role, Matthews is president of Appaloosa Consulting Inc., an S-Corp established for tax purposes. 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 with a range of investment and financial planning services.

Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.

Rebekah Quinlan is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Everest Financial Group and Securities America, Inc. Quinlan is also involved with NGC Global Wealth Management, an investment-related business in Minnetonka, MN. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis, incorporating both advisor-managed and third-party managed solutions.

Steven Nelson is a financial advisor with Principal Advised Services, holding Series 66 and Series 63 licenses and with seven years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing Services. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Elizabeth Odegaard is a financial advisor with 16 years of industry experience, currently affiliated with 49 Financial. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Thrivent Financial. Outside of her advisory work, she is a member-owner of a cooperative brewery in Minneapolis. 49 Financial provides financial planning, retirement-plan consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and trusts. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside access to third-party managers.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Anthony Gruba is a financial advisor at Associated Investment Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes a range of model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Jay Dworsky is a financial advisor at ON Investment Management Co. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ONIMCO since 2013. Outside of his advisory role, he serves on the board of Fraser, a nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary advisory relationships.

Timothy Sigstad is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary services.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he serves as treasurer for Faith Homes and works as a Medicare agent assessing Medicare needs and enrolling clients in plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework, primarily investing through ETFs and mutual funds, and offers both discretionary and non-discretionary management services.