Brandon Rud is a financial advisor with Stephens in Bayport, MN, holding a Series 66 license and five years of industry experience. His background includes roles at Stephens Inc. and Tigress Financial Partners, as well as teaching at the University of Minnesota and working in public education for over a decade. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income management through multiple sponsored programs and investment committees, supported by an integrated broker-dealer and investment banking platform.

Joseph Altman is a financial advisor with AlphaStar Capital Management in Hudson, WI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advising, he is an agent with Principal Preservation Services, LLC, where he dedicates time to insurance-related activities. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies using strategic asset allocation combined with quantitative and momentum analysis, and offers a range of portfolio management and consulting services.

Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. 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, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Benjamin Schmidling is a financial advisor with AlphaStar Capital Management in Woodbury, MN. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Principal Wealth Services, LLC, All Star Financial, and Financial Planning and Information Services. AlphaStar Capital Management serves individual clients, corporate and business clients, and retirement plans. The firm offers discretionary investment management, financial planning, participant account management for 401(k) and pension plans, and subadvisory services, employing a range of investment strategies and third-party technologies.

Andrew Rineck is a financial advisor with Alera Investment Advisors, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Cambridge Investment Research and its affiliates. Outside of his advisory work, he serves as a captain and firefighter for the City of River Falls and works as a tax preparer. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term investment approach using a combination of internal management, affiliate platforms, and independent managers, serving both retail investors and plan sponsors.

Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She has worked at Dakota Wealth since 2023 and previously spent 19 years at Stillwater Investment Management, LLC. Amy holds a Series 65 designation. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management and investment services through customized, primarily long-term portfolios that incorporate mutual funds, ETFs, individual equities, fixed income, and alternative investments, with an emphasis on ongoing oversight and due diligence.

Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. Great Valley Advisor Group is a multi-team SEC-registered 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 through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. Great Valley Advisor Group is an SEC-registered, 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, employing a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

Benjamin Johnson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. Before joining the financial sector, he worked for seven years with the Minneapolis Police Department and has maintained ownership of Heritage Embroidery since 2004. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Paula Reynolds is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including BrightPath Financial, Regulus Advisors, and Questar Capital Corporation. Outside of her advisory role, she is an ordained minister who occasionally officiates wedding ceremonies for members of her local community and serves as a volunteer and council member for the Woodbury Days event in Woodbury, MN. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds approach with ETFs and mutual funds, utilizing model portfolios and independent managers while providing technology and operational support to other advisers.

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory roles, he is involved in coaching through NextGen Leadership. Great Valley Advisor Group is a multi-team SEC-registered 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 blend of in-house strategies and third-party managers across various platforms.

Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. Great Valley Advisor Group is an SEC-registered, 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, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

Bryon Deiss is a financial advisor with Gradient Securities, LLC, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Cetera. Outside of advising, he is also a musician and vocalist who performs with the Righteous Rock Band at events several times per year. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach and collaborates with multiple third-party managers, offering implementation support and ongoing client reviews.

Randy Birkinbine is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2011. Outside of his advisory role, he is involved in insurance sales and financial planning through his ownership of B & N Financial, LLC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and planning services tailored to client objectives, combining proprietary strategies with third-party money managers and maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

David Matthews is a CFP® with 21 years of experience, currently serving as a Senior Financial Advisor at Focus Financial and OSAIC since 2014. He provides financial planning and operational support to clients of David Beissler. Outside of his advisory role, Matthews is president of Appaloosa Consulting Inc., an S-Corp established for tax purposes. 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 with a range of investment and financial planning services.

Steven Nelson is a financial advisor with Principal Advised Services in Maplewood, MN, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing Services and Coyote Logistics. He has been with Principal Financial Services and affiliated entities since 2021. 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 proprietary models and third-party methodologies and operates within the Principal Financial Group family, which provides access to a range of affiliated financial products and services.

Christopher Swanson is a CFP® with 26 years of industry experience. He currently serves with Great Valley Advisor Group, LLC and has held roles at Summit Investment Advisory Services, Inc. and LPL Financial. Outside of financial services, he is involved as an owner and strategic manager of Dunn Bros. Coffee. 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, utilizing a combination of in-house strategies and third-party managers.

Brian Limborg is a CFP® professional at Great Valley Advisor Group, LLC with 17 years of industry experience. He has worked with EFS Advisors and Advanced Advisor Group, LLC since 2009. Outside of advising, he is involved in local community activities, including serving as President of the Sigma Nu Holding Association and co-owning several businesses in Stillwater, MN, such as the Little Whitefish Cafe and Little Whitefish Resort, which he operates with his spouse. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized portfolio construction using both in-house strategies and third-party managers, and provides financial planning and retirement consulting through various platforms.

Tate Hullett is a financial advisor at AlphaStar Capital Management with a Series 65 designation. He has been in the industry for one year and has previously worked at PPS Wealth, Principal Preservation Services, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and offers ERISA-related plan services.

David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Woodbury, MN, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Oak Ridge in 2019. Outside of his advisory role, Paton serves as Treasurer for two nonprofits: Neighbors Inc., a community food shelf in St. Paul, and Black Oak Lake Preservation in Wisconsin, which focuses on water quality and recreational enhancement. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platforms, managing a mix of discretionary and non-discretionary assets.