Connor Chesnut is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Thrivent Advisor Network, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Craig-Hallum Capital Group, and PricewaterhouseCoopers LLP. Outside of finance, Chesnut has experience in the food and beverage industry, having worked at Jimmy's Food and Drink and Big Guys BBQ. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Thomas Pesch is a financial advisor with Avantax Planning Partners, Inc. in Eden Prairie, MN, holding 12 years of industry experience. He previously worked for Honkamp Krueger Financial Services for 10 years and has been with Olsen Thielen Co since 2008, where he also serves as an accountant advising businesses on accounting, auditing, and taxation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies and centralized trading through a network of CPA firms and registered advisor representatives.

Audrey Heitkamp is a financial advisor with Focus Financial in Bloomington, MN, holding a Series 66 license and four years of industry experience. Her prior work includes roles at OSAIC, CarVal Investors, and Ernst & Young. Outside of her advisory duties, she operates as a notary public and holds an ownership interest in a partnership managing administrative functions related to her financial advisory business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, utilizing a range of investment strategies and vehicles tailored to client needs.

Benjamin Reynolds is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at multiple firms including Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, and currently serves as Wealth Coach and Director of Financial Planning at Parable Wealth Partners. Reynolds is also the owner of Storyline, LLC, a non-investment-related business established to cover expenses for his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by ongoing client reviews and third-party custodians.

Polly Hamm is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Mission Wealth Management, LP and was previously with Brown Wealth Management, LLC. Polly is also co-owner of Right at Home, a business providing in-home care and assistance. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm emphasizes customized, long-term strategies using a range of investment vehicles and offers services such as tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Jamie Kaestner is a financial advisor with Saxony Capital Management, LLC in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Smart Money Group, LLC, Plan Group Financial, Inc., and Summit Brokerage Services, Inc. He is also associated with Ironhorse Wealth Management, an investment-related business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model across multiple offices, offering discretionary asset management alongside hourly or flat-fee financial planning, utilizing a wide range of investment methods and third-party managers.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 license and 11 years of industry experience. He worked at Lifestage Wealth Management Group LLC for two years before joining NorthRock Partners in 2016. Outside of his advisory role, he co-owns Suits Coffee, a coffee bean roasting business in Alexandria, MN, and serves on the board of the Alexandria Community College Foundation. NorthRock Partners provides 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 and diversification, integrates private market allocations, and uses AI-supported tools for tax-aware investing and portfolio monitoring.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, 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, and integrates advisory services with affiliated accounting and insurance firms.

Matthew Anderson is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2006. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing a range of investment strategies that include low-cost diversified mutual funds, ETFs, individual equities, bonds, and alternative investments.

Joshua Ross is a CFP® with three years of experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. He has previously worked for WBI Energy, Inc. for over two decades and holds a board position at the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and uses a mix of modern portfolio theory with fundamental and technical analysis, offering access to a broad range of third-party managers and affiliated business lines.

Ryan Damhof is a financial advisor at Great Valley Advisor Group, LLC with a Series 65 credential and six years of industry experience. His prior work includes roles at Sandahl & Damhof, Sauber Legal Services, Messerli Kramer, and Erickson & Wessman. Great Valley Advisor Group is a 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 through a large advisor network, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Austin Cumblad is a financial advisor at Riverbridge with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Riverbridge Partners, LLC since 2013 and IMST Distributors, LLC since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and manages various pooled vehicles, including the Riverbridge Growth Fund.

Brad Mcmurray is a CFP® with 35 years of experience in financial planning and investment management. He has worked at Focus Financial Network, Inc. since 1992 and OSAIC since 1997. He is also involved in the sale and service of fixed insurance products. Focus Financial Network serves a diverse client base, including individuals, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services that incorporate portfolio management, asset allocation, and coordination with other professionals for estate planning and legal or tax implementation.

Clare Schmokel is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 63 and Series 65 credentials and three years of industry experience. She has worked with Clarity Financial and Mutual of Omaha Investor Services since 2022 and previously held roles at Charlies On Prior and Minnesota State University. In addition to her advisory work, she is licensed as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager solutions, and managed account programs. The firm primarily delivers managed solutions through a platform relationship with Envestnet, using Pershing as custodian, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Douglas Ollila is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with The Oak Ridge Financial Services Group since 2016. 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 accounts typically managed on a non-discretionary basis and custody and trade execution conducted through RBC Clearing & Custody.

Patrick Hall is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and 11 years of industry experience. He has worked at Olsen Thielen & Co., Ltd., a full-service certified public accounting firm, since 1989, where he serves as vice president, treasurer, and an equity shareholder. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through designated custodians.

Rex Kohl is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at LPL Financial, LLC for 19 years and has been with Financial Resource Management Group, Inc. for over 26 years. Outside of finance, he owns KLR Farms, where he raises sweet corn sold locally, and Kohl Development, operating a business called Piggy Back Ladder Rack. M HOLDINGS SECURITIES, Inc. serves a diverse clientele, including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services through a nationwide network. The firm combines portfolio management and third-party sub-advisors with various investment programs and platform support to address client needs.

David Beise is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including prior roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. Outside of advisory work, he is a partner in ELMOBE LLC, an entity established to manage business expenses for his affiliated firms. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a structure integrated with the broader Thrivent group.

Joshua Canniff is a financial advisor at AdvisorNet Wealth Partners with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera and Cetera Wealth Services, LLC. Canniff is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management.