Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked for Focus Financial Network and Royal Alliance Associates for 20 years. He serves as a board member and treasurer for his local townhome association. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation monitored by a weekly investment committee and offers specialized services including multi-generational wealth planning and captive insurance company account management.

Carl Arrell is a CFP® and CFA® with 21 years of industry experience, currently serving as a financial advisor at Focus Financial. He has worked with Focus Financial Network, Inc. since 2012 and Royal Alliance Associates from 2012 to 2023. In addition to his advisory role, Arrell provides tax consulting and owns Wealthful, LLC. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering tailored portfolio management and a wide range of investment strategies.

Cassandra Brose is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2020, following positions at Westside Financial Services, LLC and Rita Wilczek, Inc. Outside of her advisory role, she is an independent insurance agent focusing on accident, health, and life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Anthony Quill is a CFA® charterholder with seven years of industry experience. He is currently with Freestone Capital Management, LLC and has previously worked at Tiedemann Advisors, LLC, Envoi, LLC, and Terra Partners Asset Management Limited. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for around 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus 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 CFP® professional affiliated with Thrivent Advisor Network, LLC, with four years of industry experience. His background includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Baylor University. Berge also holds a position as an insurance producer involved in selling and servicing 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’s approach includes constructing diversified portfolios using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Kerry Edwards is a financial advisor at Level Four Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Edwards serves as 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 investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a notable corporate structure that includes broker-dealer and trust/banking affiliations.

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 this, he worked at Haskell's Inc. for eight years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach through model portfolios and integrates multidisciplinary planning services across tax, estate, and risk disciplines.

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.

Peter Shapoval is a CFP® professional with four years of industry experience, currently affiliated with Brighton Jones LLC in Edina, MN. His prior roles include positions at Commonwealth Financial Network, Northwestern Mutual, and Integrated Equity Management. He also holds a Series 63 license and has engaged in fixed insurance sales as a secondary business activity. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support, using a whole-balance-sheet approach and a mix of public and private investments.

Kyle Swan is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and 12 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2014. Outside of advising, he is a freelance percussionist performing with various arts organizations and serves as a Director of Planning at Clarity Financial. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account solutions primarily through platform relationships with Envestnet and Pershing.

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® with 15 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2020. Prior to joining JNBA, he worked at Silker & Schmitt LLC, Raymond James Financial Services, and HAB Wealth Management, LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, combining fundamental and technical analysis and incorporating AI tools within a formal review process.

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 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of the West, and Wells Fargo. Mathison is based in St. Paul, MN. 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 various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

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.