Kelli Buraglio is a financial advisor at Prosperity Capital Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Burns Brothers Financial. In addition to her advisory role, Buraglio is involved in tax planning and preparation through Burns Brothers Financial Group. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside third-party sub-advisors and advisor-directed portfolios.

Polly Hamm is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with nine years of industry experience. She previously worked at Brown Wealth Management, LLC for eight years and is co-owner of Right at Home, a non-investment business providing in-home care and assistance. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, employing both internal and third-party managers to tailor portfolios to client needs.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Rex Kohl is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at LPL Financial, LLC for 19 years and has been with Financial Resource Management Group, Inc. for over 26 years. Outside of finance, he owns KLR Farms, where he raises sweet corn sold locally, and Kohl Development, operating a business called Piggy Back Ladder Rack. M HOLDINGS SECURITIES, Inc. serves a diverse clientele, including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services through a nationwide network. The firm combines portfolio management and third-party sub-advisors with various investment programs and platform support to address client needs.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Valmark Securities, Inc. for four years. Schneeman serves as a volunteer board member for the University of Marquette Alumni Association's Minnesota Chapter and as a member of the Finance Committee for the Nativity School Advisory Council in St. Paul, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated services including tax preparation and insurance through affiliated entities.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Chad Carlson is a financial advisor at Boulay Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities, Inc. from 2015 to 2019 and at Boulay Financial Advisors since 2001. He was also associated with Boulay, P.L.L.P. from 2000 to 2021. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach managed by Investment Selection and Strategy committees, focusing on diversification, cost control, and after-tax outcomes, and integrates advisory, tax, and insurance services through affiliated firms.

Catherine Hogan is a financial advisor at Boulay Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Boulay Financial Advisors and The Advocate Group prior to her current role. 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, and integrates advisory, tax/accounting, and insurance services through affiliated entities.

Laura Stenzel is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She has been with Boulay Financial Advisors, LLC since 2019, and previously worked at KPMG as well as Olsen Thielen CPA's. Stenzel also spent time in an academic role at St. Cloud State University. 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, integrating advisory services with tax and insurance offerings through affiliated firms.

Jeremy Mc Daniel is a Series 65-licensed advisor with Boulay Wealth, where he has worked since 2025. He has a total of eight years of industry experience, including prior roles at Boulay Financial Advisors and Principal Financial Group. 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, supported by its integration with affiliated accounting and insurance firms.

Abigail Evenson is a CFP® and Series 65–registered advisor with Boulay Wealth, bringing three years of industry experience. Her prior roles include positions at BerganKDV Wealth Management and The University of St. Thomas. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focusing on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated companies.

Matthew Delaney is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He currently works at Boulay Wealth and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. 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 offers an integrated advisory, tax, and insurance service model through affiliated firms.

Jon Melander is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked with Bfa Holdings, LLC since 2022 and has been with Boulay Financial Advisors and related firms since 2015. Melander serves as an advisory board member for the Positive Coaching Alliance of Minnesota, a nonprofit focused on youth and high school sports development. Boulay Wealth advises 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, and is distinct for its integration with an affiliated accounting firm and ownership of an insurance agency.

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Matthew Heilmer is a financial advisor at Boulay Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Heilmer has been with Boulay Financial Advisors since 2018. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated firms.

Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.

Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.