Patrick Lundy is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at The Oak Ridge Financial Services Group, Inc. since 2016. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Associated Investment Services, Inc. The Oak Ridge Financial Services Group offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm provides portfolio management, written financial plans, and access to third-party managers and platform solutions.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

David Schwandt is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is affiliated with AdvisorNet Wealth Partners and has worked with Cetera Advisor Networks and Advisornet Wealth Management since 2012 and 2013, respectively. In addition to his advisory roles, Schwandt is an attorney and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individual and institutional clients. The firm employs diversified portfolios utilizing equities, fixed income, mutual funds, ETFs, and both discretionary and non-discretionary management approaches.

Michael Hughes is a Series 65 licensed financial advisor with Gradient Advisors, LLC in Arden Hills, MN, with one year of industry experience. Prior to joining Gradient Advisors, he held roles within related entities and has experience outside finance as a sports official. He is also a third-degree member of the Knights of Columbus Council #4374, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Benjamin Waples is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company before joining AdvisorNet and Cetera in 2023. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Caleb Delzell is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Bear Market Financial Services, 49 Financial, and First Wealth Financial Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of investment strategies and a broad affiliated-entity ecosystem.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

Mason Sheehy is a financial advisor at Mutual Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Principal Securities Inc. and American Family Insurance. Outside of advising, he is involved in insurance sales and has acted in feature films. Mutual Advisors serves a diverse client base, including individuals, trusts, retirement plans, and institutional investors, managing assets through a combination of active and passive strategies tailored to client objectives. The firm is notable for its significant institutional presence and use of multiple analytical approaches and third-party tools to customize portfolios.

Sarah Morgan is an investment adviser representative at Focus Financial with three years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Morgan also provides sales and service of insurance products including life, long-term care, and annuities. Focus Financial Network serves a diverse range of clients including individual investors, retirement plans, trusts, charities, and corporate entities, offering managed accounts, financial planning, and retirement plan consulting. The firm utilizes personalized investment advice, coordination with outside professionals, and detailed disclosures to support both discretionary and non-discretionary management approaches.

Susan Trammel is a financial advisor with MissionSquare Retirement in Plymouth, MN, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at ICMA-RC Services, LLC, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of her advisory work, she is a joint property owner of a rental property managed by a third party. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

Nathan Ahlberg is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at DAI Securities, LLC, Lurie Wealth Advisors, Advisornet Wealth Management, U.S. Bank, and Accredited Investors, Inc. Ahlberg is also a licensed independent insurance agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification and often employs third-party independent managers and model portfolios in managing roughly $5 billion in client assets.

Nicholas Schneider is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

Ryan Kompelien is a CFP® professional with 10 years of industry experience. He has worked at Berger Financial Group since 2015 and was previously with Cambridge Investment Research, Inc. from 2015 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary investment strategies and fundamental analysis.

Andrew Kuhl is a financial advisor at Prosperity - An EisnerAmper Company with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Lurie Wealth Advisors, LPL Financial, Summit Investment Advisory Services, and Ernst & Young. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party managers and technology platforms.

Steve Olsonoski is a financial advisor at Focus Financial with 40 years of industry experience. He has been with Focus Financial and OSAIC since 1999 and has also worked with National Benefits since 1985. Olsonoski holds a Series 63 designation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Juli Wilder is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments, Questar Asset Management, and Thrivent Investment Management. Wilder is dually registered with Thrivent Advisor Network and Thrivent Investment Management, Inc. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing management and access to independent managers.

Sean Deichert is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fiduciary Counselling, Inc. He has 10 years of industry experience, with prior roles at LPL Financial, Cetera, and Bell State Bank & Trust. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment management alongside accounting, tax, estate planning, trust, and administrative services. The firm employs a disciplined investment approach based on asset allocation and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Joel Schrimpf is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with Focus Financial Network, Inc. since 2006. Outside of his advisory role, he coaches high school and youth wrestling. Focus Financial Network, Inc. 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.

Casey Mccarty is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Minnesota Life Insurance Co. Casey also serves as an accountant and CPA at T.A.B.C. Associates LLC, a role he has held since 2018. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary investment approach aligned with client objectives and documented risk tolerance.