Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Mutual Advisors, he worked at Principal Financial Services and Principal Life Insurance Company for five years. In addition to his advisory role, he is a partner in an insurance agency and manages administrative operations for a financial services LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment to client objectives.

Katherine Trafton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Stifel, Nicolaus & Co., Inc. for 24 years before joining her current firm. 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 platform solutions.

Windjammer Wealth Advisory provide individuals, couples, and families with highly personalized financial guidance built around their lives, priorities, and aspirations. By bringing together comprehensive financial planning, customized investment management, retirement and tax strategies, and estate and legacy considerations, we help clients see the bigger picture and make thoughtful decisions with confidence. Our approach is personal, proactive, and grounded in a trusted relationship with an experienced advisor who understands where you are today and helps you chart a clear course toward the future you envision. Johannes Fure, CFP®. As a personal wealth advisor, I’m passionate about helping individuals and families make confident, well-informed financial decisions—no matter their stage in life. Whether you're just starting out, building wealth, or preparing for retirement, I believe that everyone deserves a clear plan and a trusted guide. I take the time to understand what matters most to you, so we can chart a financial course that aligns with your goals and values. Helping clients grow, protect, and enjoy their wealth is more than my profession—it’s my calling. Let’s work together to turn your financial possibilities into a well-planned future.

Steven Powers is a financial advisor at Elevation Point Wealth Partners, LLC, with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial and Innovation Partners LLC. Powers is also the owner of Legacy Investments & Insurance Services Inc., where he remains active. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and third-party manager integration, incorporating insurance distribution and annuity servicing into its advisory services.

Elena Dant is a CFP® professional with three years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Minneapolis, MN. She has previously worked at Kestra Financial Inc. and Vector Wealth Management. Outside of finance, she works as a freelance collaborative pianist. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and offers specialized strategies, serving primarily higher-net-worth and institutional clients.

Robert Long Jr. is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

Geoffrey Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been with AdvisorNet Wealth Partners since 2012. Outside of his advisory roles, he serves as a director for the Minnesota Golf Association. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing multiple asset types and offers both discretionary and non-discretionary management services.

Trevor Campbell is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN. He holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior roles include positions at LPL Financial LLC, Northwestern Mutual Investment Services LLC, Brady Lindemann, Prudential, and Morgan Stanley. Outside of advising, he has worked as a bartender for Levy Restaurants since 2014. 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 through a combination of in-house strategies and third-party managers, emphasizing individualized portfolio construction and ongoing oversight.

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.

Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Thrivent Investment Management Inc and Great Waters Financial. Prior to his financial career, he spent several years in educational roles within school districts and universities. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios typically constructed with low-cost mutual funds and ETFs, and offers access to independent managers and model portfolios.

Stephen Pascoe is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Country Capital Management Co and Country Trust Bank. Pascoe is also CEO of Inspire Companies LLC, which oversees independent insurance and wealth management businesses. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a range of methods and employs both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

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.

Lawrence Hauskins is a Series 66 licensed financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 24 years of industry experience. He has been with Oak Ridge since 2012. The Oak Ridge Financial Services Group offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm provides portfolio management, written financial plans, and access to third-party managers and platform solutions.

Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.

James Elvestrom is a CFP® with 33 years of experience in the financial industry. He is currently a wealth advisor with Thrivent Advisor Network, LLC and has held prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner in an LLC established to manage business expenses related to his advisory firm and participates in client education for long-term care insurance referrals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, and it supports clients with ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Walter Bomgren is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he serves as treasurer and president of the benevolence committee at North Heights Lutheran Church. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management solutions.

Robert Boucher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oak Ridge in 2024, he worked at Lincoln Financial Advisors for 14 years and Valic Financial Advisors for four years. 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 platform solutions.

Aaron Harwood is a Series 65-licensed advisor with Great Valley Advisor Group, LLC, based in Minnetonka, MN, and has two years of industry experience. His prior work includes positions at DSB Rock Island Wealth Management and ARH Financial LLC, along with nearly a decade at Fairview Health Services. Outside of advisory work, he is involved in several real estate investment ventures as a managing partner and proprietor. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and oversight, utilizing a range of in-house and third-party strategies along with ongoing due diligence and monitoring to align with client objectives.