Joanna Franek is a financial advisor at Thrivent Advisor Network, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and James Elvestrom. She also serves as Director of Operations for an affiliated RIA firm within the Thrivent Advisor Network. Thrivent Advisor Network provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing a range of investment vehicles and both discretionary and non-discretionary portfolio management.

Peter Strandt is a financial advisor at Global View Capital Management LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies such as Street Fleet Courier and LPL Enterprise LLC. Outside of finance, he has been involved with several entrepreneurial and service-oriented businesses, including Northern Lights - Christmas & Holiday Lighting Professionals and Pete's Washing Services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house algorithmic research platform and offers multiple program options including a Personalized Managed Account Program and a low-cost ETF-only option.

Rachel Sams is a financial advisor at Gradient Securities, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent Financial and Edward Jones. Outside of her advisory role, she serves on the board of Our Hearts Align, a nonprofit focused on pregnancy loss awareness, and participates in several professional networking and community groups in Florida. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and institutional clients. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers while maintaining client approval on investment decisions.

Craig Johnson is a financial advisor with On Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2006. Outside of his advisory role, he serves as a director on the board of the Minnesota Valley Country Club. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning and managed accounts, with a majority of assets managed on a non-discretionary basis.

Elizabeth Villalta is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Focus Financial since 2012 and also holds a resident insurance producer license for accident, life, and health, which she maintains through continuing education for use in her review of insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

David Spethmann is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and Prudential Financial. He is also a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through firm-designed model portfolios and advisor-directed strategies. The firm manages approximately $2.5 billion in assets across more than 8,400 client relationships with a team of around 135 advisors.

John Rusciano is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Northwestern Mutual and Purshe Kaplan Sterling Investments before joining Summit Financial in 2025. Outside of his advisory work, he co-authored a book on career management titled *Fire Yourself!* and serves on the board of directors for the Highland Oaks Homeowners Association. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Scott Bradbury is a financial advisor at Balefire, LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including Princor Financial Services Corp and Principal Life Insurance Co. Bradbury is also a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, where he provides financial advice and education for 401(k) participants. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management and financial planning. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Elizabeth Van Hoever is a CFP® professional with 12 years of experience at Fiduciary Counselling Inc. in St. Paul, MN. She has been with the firm since 1997, contributing to its advisory services for over two decades. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment advisory alongside accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory in managing client portfolios and maintains unique relationships with affiliated trust and investment companies.

Brendan O’Rourke is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding the CFP® designation and Series 65 and Series 63 licenses with 11 years of industry experience. His previous roles include positions at Kestra Advisory, Charles Schwab, and Morgan Stanley. He is the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management entity used for marketing and tax purposes. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutions, serving both non-high-net-worth and high-net-worth clients. The firm offers customized portfolio management and comprehensive planning, utilizing both discretionary and non-discretionary approaches and engaging a variety of third-party managers alongside in-house models.

Casey Anderson is a CFP® with 14 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen LLP since 2014 and with CliftonLarsonAllen Wealth Advisors, LLC since 2006. Anderson is also a principal of CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, combining active and passive investment vehicles, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Julian Einfrank is a CFP® with 15 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has been with the firm since 2016. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, using a strategic asset allocation approach supplemented by model portfolios and third-party managed programs.

Robert Nelson is a financial advisor at NorthRock Partners, LLC with 33 years of industry experience. He holds a Series 63 designation and has been with NorthRock since 2013, following three years at Purshe Kaplan Sterling Investments. Outside of financial advising, Nelson serves as a board member and investor in Soigne Hospitality Group, a restaurant business, and he is founder and president of the Arrow Giving Foundation, an educational nonprofit. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other entities. The firm employs a holistic investment approach focused on broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary account management along with personal office services such as tax preparation and bill pay.

Eric Alexander is a CFP® professional at Choreo, LLC with experience in the financial services industry beginning in 2018. Prior to joining Choreo in 2026, he worked at Accredited Investors for five years and State Farm for three years. He also has a background with the University of St. Thomas. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-approved investment process.

Andrew Buccanero is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has previously worked at Thrivent Asset Management and Merrill Lynch, Pierce, Fenner & Smith. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and a limited number of family office clients. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory, implementing multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, while integrating AI tools and maintaining customized family office services.

Charles Gruys is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Fidelity in various advisory capacities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients, combining diverse asset types and offering specialized strategies such as option overlays and hedging for concentrated positions.

Patrick Guerin is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 credential and has held roles at multiple related entities within the Gradient network since 2011. Outside of his advisory work, he serves as President of 45 North Wealth Group, LLC, where he provides advisory services, wealth management, and insurance sales. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and third-party money managers to tailor portfolio strategies.

Douglas Olson is a financial advisor with Focus Financial who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network since 2011 and has a longstanding involvement with West African Development Ministries dating back to 2007. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized investment advisory services through various management options and emphasizes coordination with other professionals for estate planning and related legal or tax matters.

Paul Scoles is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisor Networks, McFee Financial Group, and Wells Fargo Bank. Additionally, he is registered as an independent insurance agent. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using various investment vehicles and combines fundamental and technical analysis with AI tools, offering customized family-office services alongside broader wealth management solutions.

Samuel Sexton is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Guardian Wealth Advisors, LLC since 2023 and previously held roles at All Star Financial LLC and Clifton Larson Allen Wealth Advisors, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and uses ETFs, mutual funds, third-party managers, and UMA platforms to implement client strategies.