Anthony Quill is a CFA® charterholder with six years of industry experience. He currently works at Freestone Capital Management, LLC and has previously been employed at Tiedemann Advisors, LLC, Envoi, LLC, and Terra Partners Asset Management Limited. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Tate Chalmers is a CFP® credentialed advisor with four years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes roles at Northwestern Mutual Wealth Management Company and White Bear Yacht Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, implementing portfolios through a combination of third-party managers, proprietary models, and technology-driven operational support.

Luke Berge is a financial advisor with Thrivent Advisor Network, LLC, holding CFP® certification and Series 65 and 63 licenses. He has four years of industry experience, including roles at Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. Berge is also licensed to sell and service fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a range of investment strategies including diversified portfolios with mutual funds, ETFs, individual equities, bonds, alternative investments, and access to independent managers and model portfolios.

Kerry Edwards is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Edwards serves as the president of the Saint Mary’s University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, emphasizing tailored solutions and a combination of internal and external portfolio management.

Nathan Woessner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2018. Prior to his work in wealth advisory, he spent eight years at Haskell's Inc. 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 proprietary model portfolios and integrates advisory services with multidisciplinary planning leveraging tax, estate, and risk professionals.

Blake Faust is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Boulay Wealth and has previously worked at Abbey Street, Wipfli Financial Advisors, and Hewins Financial Advisors. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by operational integration with affiliated accounting and insurance firms.

Kyle Swan is a CFP® and ChFC® with 12 years of experience at Mutual of Omaha Investor Services, Inc. He serves as Director of Planning at Clarity Financial and is also an insurance agent licensed in life, accident, health, variable life, and variable annuity products. Outside of finance, he performs as a freelance percussionist with various arts organizations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through platform relationships with Envestnet and Pershing, serving a broad range of clients including non-HNW and high-net-worth individuals.

Julian Locke is a CFP® and ChFC® professional with 16 years of experience in the financial services industry. He has worked at Edward Jones for 15 years before joining Perennial Financial Services and LPL Financial LLC in 2024. Locke is also involved with Perennial Legacy Insurance Solutions in a non-variable insurance capacity. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, using multiple platform relationships and third-party managers to tailor portfolio solutions.

Noel Silker is a CFP® professional with 15 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at Silker & Schmitt LLC and Raymond James Financial Services. JNBA Financial Advisors is a fee-only, SEC-registered adviser managing roughly $2 billion in discretionary assets, serving a range of clients from individuals to family offices. The firm employs a multi-asset approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, incorporating both fundamental and technical analysis alongside AI-supported processes.

Harry Purcel is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Berthel Fisher since 2004. Outside of his advisory role, he serves as a board member for the Dune Deck Condominium Association in South Palm Beach, Florida. Berthel, Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm provides a range of asset management solutions through approximately 100 independent investment adviser representatives.

Ellen Horan is a CFP® with 10 years of industry experience, currently serving as an advisor at Boulay Wealth. She previously worked at Valmark Securities, Inc. from 2016 to 2019 and has been affiliated with Boulay Financial Advisors and Boulay, PLLP since 2012. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated entities.

Dylan Seubert is a CFP® with 16 years of industry experience and is currently a financial advisor at NorthRock Partners, LLC. His prior roles include positions at City National Bank, RBC Capital Markets, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a provider of sexual assault services and prevention education. NorthRock Partners offers 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 that includes broad asset allocation, the use of Independent Managers, private market allocations, and AI-supported portfolio management.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked in various financial institutions including Fidelity Investments and Wells Fargo. Mathison is currently affiliated with Associated Bank, N.A. as well. 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 offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Charles Thalheimer is a CFP® professional with 20 years of experience in financial advisory. He has worked at NorthRock Partners since 2019 and previously spent 10 years at Ameriprise Financial Services. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners delivers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools while maintaining human oversight.

Kenneth Edwards is a financial advisor with Focus Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience and has worked with Focus Financial Network, Inc. since 2002. Edwards is also a partner in Edwards & Osmonson, LLC, which provides tax and accounting services. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers managed account services, financial planning, and retirement plan consulting with a personalized investment approach tailored to clients’ Investor Profiles.

James Trebisovsky is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Larson Financial Group, he worked for eight years with the West St Paul School District 197. 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 combines strategic and tactical investment approaches, employs a variety of management programs, and uses AI-assisted tools alongside human review to support research and client services.

Joseph Bloodgood is a CFP® with 17 years of industry experience, currently serving as an advisor at Boulay Wealth in Eden Prairie, MN. His prior work includes roles at Boulay Financial Advisors, ValMark Advisers, Inc., and Bfa Holdings, LLC. He is also involved as a manager in Boulay Insurance Solutions, a fixed insurance business. Boulay Wealth is a multi-advisor firm providing wealth management services to individuals, corporate retirement plans, and charitable institutions. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, with a structure that integrates accounting, insurance, and legal services through formal affiliations.

Erika Wood is a CFP® professional with 18 years of industry experience, currently serving at Balefire, LLC. She has held roles at firms including Purshe Kaplan Sterling Investments and Principal Financial Group. In addition to her advisory work, Wood coaches a high school girls' swim team. 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 approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in regulatory assets.

Jacob Mathews is a CFP® certified financial advisor with two years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has held several advisory roles since 2023. His background includes work with multiple teams within the firm and prior experience at Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, including proprietary models and third-party managers, and integrates technology and operational outsourcing into its service delivery.