Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Michael Kojonen is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and four years of industry experience. He is also the owner of Principal Wealth Services, LLC and Principal Preservation Services, LLC, managing both investment-related and non-investment businesses concurrently. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Elizabeth Neyens is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. She is also the owner of Neyens Law PLLC, an estate planning law firm she has operated since 2014. Additionally, she has entrepreneurial involvement in developing a social media app called Circle by Kindred. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm provides portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing fundamental and technical analysis and various asset allocation strategies.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

Michael Michlitsch is a financial advisor at ValMark Advisers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with ValMark Securities, Inc. since 2016. In addition to his advisory roles, Michlitsch is involved in life insurance and annuities as a licensed agent and owns MA Management Group, LLC, which manages rental properties. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.

Andrew Aumann is a financial advisor at The Strategic Financial Alliance, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he operates a home-based business called AK Amazon Finds. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of in-house and third-party asset managers, utilizing a range of investment products and strategies.

Ellen Welsh is a CFP® professional with six years of experience in the financial services industry. She currently works at Great Valley Advisor Group, LLC and has previously held roles at LPL Financial and Northwestern Mutual. Outside of her advisory work, she is involved with IPG Risk Management, focusing on non-variable insurance and risk services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers a range of discretionary and non-discretionary investment management and financial planning services, combining proprietary strategies with third-party managers across various platforms.

Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. 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 investment management and financial planning services.

Patrick Carotenuto is a CFP® and holds a Series 63 license with seven years of industry experience. He is currently with Fiduciary Counselling Inc., where he has worked since 2025. His prior experience includes roles at Carlson Family Office, UBS Financial Services, and The Vanguard Group. Fiduciary Counselling Inc. offers investment advisory, accounting, tax, trust, estate planning, and administration services to a diverse client base. The firm employs model portfolios based on asset allocation and capital market assumptions, managing both discretionary and non-discretionary assets across registered and unregistered funds, ETFs, private investments, and digital assets.

David Hawley is a financial advisor at Mutual Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Innovative Planning Group, LPL Financial, and Stoneford Partners. Outside of advising, he provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Mutual Advisors offers investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines significant institutional capabilities with operational flexibility and utilizes a mix of active and passive investment strategies.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. 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, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.

Debra Kuper is a CFP® with 38 years of industry experience, currently serving at Focus Financial Network since 1996. She holds Series 63 and Series 65 licenses and operates out of Woodbury, MN. 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.

Luke Ripienski is a financial advisor at Prosperity Capital Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining Prosperity Capital Advisors, he worked at Valor Capital Management, Principal Securities, Inc., and Principal Life Insurance Company. He also serves as a FINRA arbitrator in securities-related disputes. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm uses model-based, asset-allocation strategies with portfolios managed primarily to model targets, incorporating alternatives and structured products through third-party platforms.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2017 to 2024 and at LPL Financial since 2024. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Allianz Life and its affiliates for seventeen years as well as at Northwestern Mutual and F&G Insurance Company. Rudolph is also the owner of Legacy Ascent Wealth, an insurance-related business focused on annuities and life and long-term care insurance. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm employs a range of model portfolio solutions and discretionary asset management strategies and supports a network of about 89 investment adviser representatives across multiple offices.

Jeffrey Ballek is an independent advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at firms such as Crown Capital Securities LP, Keller Williams Integrity Realty, and BMO Harris Financial Advisors. He is also the owner of Ballek Wealth Management LLC, which sells insurance products, and maintains a realtor’s license through Coldwell Banker Realty. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs. The firm uses an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic and tactical investment approaches.