Kristi Remus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. She has been associated with La Salle St. Securities, Inc. since 1998 and Bridgewater BANK since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

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.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Karly Wakely is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently an advisor at The Mather Group, LLC, having joined in 2025. Her prior roles include positions at Fisher Investments and Marks Group Wealth Management. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates third-party AI tools under human oversight.

Daniel Hunt is a financial advisor with Redhawk Wealth Advisors, Inc. in Minneapolis, MN, holding a Series 65 credential and 18 years of industry experience. He has been with Redhawk Wealth Advisors since 2008. Outside of his advisory role, Mr. Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and use of third-party signal providers for certain strategies.

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.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, where he worked in various capacities over more than a decade. He is also involved in an accounting and tax preparation business separate from his advisory duties. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, 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 with ongoing portfolio oversight.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves 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 combines advisory, tax/accounting, and insurance services through affiliated entities.

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.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios alongside advisory and managed account platform services for other advisers.

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.

Chad Bester is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and having 24 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo Clearing. Outside of advisory work, he serves as Vice Chair of the Investment Committee at Hamline University and holds minority ownership stakes in several local restaurants and hospitality businesses. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a mix of strategic and tactical asset allocation through various portfolios and model series, offering access to alternatives and technology-enabled services for "held-away" accounts.

Sean Smith is a CFA® charterholder with 15 years of industry experience. He has worked at Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management services to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee, offering diversified portfolios that include ETFs, mutual funds, separately managed accounts, and private investment funds.

Stacy Biermaier is a CFP® with 12 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2010. She holds the Series 63 designation and is based in Bloomington, MN. 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 specialized family office services and business consulting for professional athletes, employing a team-based approach and a variety of investment strategies.

Nathan Ahlberg is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Prosperity - An EisnerAmper Company. His prior roles include positions at DAI Securities, LLC, Lurie Wealth Advisors, Advisornet Wealth Management, U.S. Bank, and Accredited Investors, Inc. He is also an independent insurance agent offering insurance products on a limited basis. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification and uses third-party managers and technology platforms to deliver both discretionary and non-discretionary management services.

Nicholas Schneider is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. 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.

Andrew Kuhl is a financial advisor at Prosperity - An EisnerAmper Company with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Lurie Wealth Advisors, LPL Financial, and Ernst & Young. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes asset allocation and diversification strategies, employing third-party independent managers and model portfolios while providing both discretionary and non-discretionary management.

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.