Theodore Contag is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked extensively with Thrivent Investment Management and its affiliated entities since 2002, and is a founding partner and wealth coach at Thrivent Advisor Network DBA Parable Wealth Partners. Outside of advising, he serves on the boards of Fresh Energy, an environmental nonprofit, and the Steen Family Foundation, a private family foundation, and is involved in strategic leadership roles at Ernst & Andrew, LLC and Storyline, LLC. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers. The firm emphasizes long-term, diversified portfolios using low-cost funds and various investment options, supported by ongoing account monitoring and advisory oversight.

Jeffrey Schlicht is a CFP® with 21 years of industry experience, currently serving with Level Four Advisory Services. He has worked at Level Four Financial, LLC since 2014 and previously at LPL Financial from 2014 to 2021. In addition to his advisory role, he is involved with Level Four Insurance Services as an agent. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering fee-only financial planning and asset management tailored to client needs.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Black Line Group and Wipfli LLP. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, and covered-call approaches, integrating fundamental and technical analysis along with AI tools to support investment decisions.

Elliot Risbrudt is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as a voting board member of his family foundation, the Risbrudt/Eian Charitable Trust. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations where appropriate.

Jeffrey Ramsey is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for 17 years and Lifetime Financial Advisors for 19 years. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Fredrik Borstad is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2010 and is involved in several business activities, including operating Waterfront Financial Group, LLC and owning Succession Strategies Group (BOSS GROUP). Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and due diligence on third-party advisers.

Travis Hansberger is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial For Lutherans and Thrivent Investment Management for 13 years before joining Great Valley Advisor Group and Millstone Wealth Management. Hansberger serves on the finance committee of Groves Academy, an independent day school for children with learning disabilities and attention disorders. 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, financial planning, and retirement-plan consulting through a network of approximately 190 advisors.

Lisa Walt is a financial advisor at Larson Financial Group, LLC, with six years of industry experience. She holds the Series 66 designation and previously worked at Counsel Wealth Management, Inc. from 2015 to 2020. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and it offers formal pension-consulting services alongside affiliated broker-dealer and private-equity activities.

Catherine Peters is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations. Peters has been associated with Gradient Advisors and its related entities since 2014. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Justin Hamilton is a financial advisor at Gradient Investments, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and Wealth Enhancement Group. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios managed on a discretionary basis with an emphasis on managed portfolios that include ETFs, mutual funds, individual equities, and other investment vehicles.

Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.

Barbara Kirby is a financial advisor with Focus Financial Network, Inc. She holds the CFP® and ChFC® designations and has 43 years of industry experience. She has been affiliated with OSAIC and Focus Financial since 2006. Outside of her advisory role, she is a partner in a student rental housing LLC. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Bradley Struve is a financial advisor with ON Investment Management Company who holds a Series 63 designation and has 48 years of industry experience. He has worked at The O.N. Equity Sales Company since 1992 and at Aetna Life and Casualty since 1978. Outside of his advisory role, Struve is president and shareholder of Pilot Financial Partners, Inc., where he is involved in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies and offers access to various third-party investment programs.

Kenneth Lachance is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding a Series 66 credential and four years of industry experience. He previously worked at Wells Fargo Clearing for 32 years before joining Associated Investment Services and Associated Bank. Outside of advisory work, he is involved in a real estate investing business through CHANCE4PROPERTIES, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs implemented by third-party managers and its affiliate Kellogg Asset Management, delivering advisory services mainly through the Envestnet/NFS platform.

Samuel Wade is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors LLC and LPL Financial. Outside of advisory roles, he has experience in real estate and hospitality sectors, having worked at firms including Patriot Realty and Spring Hill Golf Club. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jonathan Dennison is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 credential and 10 years of industry experience. He has been affiliated with Focus Financial Network since 2013 and Osaic since 2015. Dennison is also the owner of New Liberty Wealth LLC, a personal LLC that manages his revenue streams separately from his advisory firm. 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, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Derek Wiitala is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC in Minnetonka, MN. He has prior experience working at Endeavr Financial Planning & Wealth Management, Isthmus Partners, and Reinhart Partners, as well as the University of Wisconsin-Madison. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies, and provides financial planning and retirement-plan consulting through a large network of approximately 190 advisors.

Daniel Steichen is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Personal Wealth Partners LLC and LPL Financial, LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside custom solutions.

Derek Hagen is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. He previously worked at Money Quotient and holds a long-term association with Meaningful Money, which he has been involved with since 2017. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and utilizes both in-house and unaffiliated sub-advisers for specialized portfolio management.

Richard Koch is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding a Series 63 credential and bringing 43 years of industry experience. His prior roles include positions at Principal Life Insurance Co and Princor Financial Services Corporation, where he worked for over three decades. Outside of advisory work, he is also a licensed insurance agent specializing in life, disability, and long-term care insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a blend of active and passive strategies with an emphasis on diversification and client-specific objectives. The firm is notable for its scale of institutional management and its comprehensive advisory services that incorporate multiple analytical approaches and third-party tools.