William Bergstrom is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 63 designation and over 41 years of industry experience. He has been with Focus Financial Network, Inc. since 1995 and also has prior experience at Royal Alliance Associates, INC. Bergstrom serves as a board member and compensation committee member at Focus Financial Network and acts as a trustee for a family testamentary trust. 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, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Joseph Godfrey is a financial advisor at Van Clemens Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Financial, Waddell and Reed, and various insurance carriers. He serves as board chair and treasurer of Good Soil Ministries, a non-profit organization, and is a board member of the Financial Advisor Training Institute. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary management, incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

John Watkins is a CFP® professional with 41 years of experience in the financial services industry. He is affiliated with Focus Financial and OSAIC, where he has worked since the early 1990s. Watkins serves as Board Chairman and Executive Committee Chair for Focus Financial Network, participating in board governance and business continuity planning. He also acts as co-trustee on his parents' revocable living trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of investment management and financial planning services tailored to client needs.

Thomas Kirihara is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Ameriprise Financial Services, Inc. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers through RBC Capital Markets, and comprehensive or segmented financial plans.

Korey Koob is a financial advisor at Hilltop Securities Inc. with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Momentum Independent Network Inc., U.S. Bancorp Investments, Wells Fargo Bank, and TCF Bank. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities and sponsors municipal bond strategies co-advised by leading asset managers.

Robert Burns is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Advisory Solutions Group, he worked at CS Planning Corp. and has managed several personal business entities, including serving as president of Pillars of Success LLC, which operates two accounting firms. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to build diversified portfolios and provides turnkey business and back-office services to other registered investment advisory firms.

Jacqueline Fursman is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. She holds a Series 65 designation and has previously worked at Clear Path Financial Services, Foundations Investment Advisors LLC, Clearpath Wealth Advisors, and Lifestyle Financial & Tax Advisors. In addition to her advisory role, she provides Medicare education and enrollment services as an insurance agent. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies, including equities, fixed income, and mutual funds, and serves a range of clients from non-high-net-worth to high-net-worth individuals.

Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He has been with Simplicity Wealth since 2022 and previously worked at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Based in Minneapolis, MN, Rozman holds a Series 63 license. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for other advisers through its TAMP platform.

Mitchell Stolba is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2014. Stolba is engaged in multiple investment advisory roles within affiliated entities, including activities as an insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

John Stadtmueller is a financial advisor at Realta Investment Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Invest Financial Corp. John joined Realta Investment Advisors and Realta Equities in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs an individualized investment approach using asset allocation across multiple asset classes and offers portfolio management implemented in-house or through third-party managers.

Derrick Avelar is a CFP® professional with 13 years of experience in financial advising. He is currently with Simplicity Wealth and Bluepoint Wealth Management, Inc. His prior experience includes roles at Kingswood Wealth Advisors LLC, Creative Planning, Benchmark Advisory Services, LLC, and Advance Capital Group. Outside of investment advisory, he is involved in insurance sales and serves as an owner and agent in related businesses. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities with ongoing portfolio monitoring, and it provides technology and operational support services for advisers through its managed account platform.

Tyler Cook is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, Inc., and THRIVENT Financial. He is also the owner of Storyline, LLC, an entity established for business expenses related to his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

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.