Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Adam Estall is a CFP® professional with nine years of industry experience, currently serving at Gradient Advisors, LLC. He has held roles within Gradient since 2017 and previously worked at Case Central, LLC from 2014 to 2016. Estall also holds a position as Senior Vice President of Product and Strategies at Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Dylan Merchant is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience and holds a Series 66 designation. He has previously worked with Equitable Advisors and Advanced Retirement Resources. Outside of advising, he is a sales associate for Realty Benefit Services, where he is involved in the sales of a tax account program. 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 employs diversified portfolios utilizing equities, fixed income, mutual funds, ETFs, and may include sub-advisors and internal model portfolios to meet client objectives.

Hanna Rask is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 12 years of industry experience. She previously worked at Northwestern Mutual and LPL Financial. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with legal and tax professionals for comprehensive estate planning and related services.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to client needs.

Kaylee Mc Clellan is a CFP® professional with four years of industry experience currently with Great Valley Advisor Group, LLC. She previously worked at Ameriprise and LPL Financial. Outside of her advisory role, she is involved with Studio Third LLC, a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across wrap and non-wrap programs.

Grace Haverkamp is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Gradient Securities since 2013, including roles at Gradient Wealth Management and Gradient Insurance Brokerage. Outside of advising, she serves as a co-trustee for a family living revocable trust and has held a vice president of marketing position within the insurance sector. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes a non-discretionary model with an investment approach combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Michael Jacobson is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Focus Financial Network and its affiliated firm OSAIC since 1996. Outside of his advisory role, he owns Jacobson Financial Group, Inc., a non-investment business entity. Focus Financial Network 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 managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Roger Anderson is a CFP® with 41 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His prior experience includes roles at United Planners Financial Services and LPL Financial, among others. Anderson also operates Roger A Anderson Inc., a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Joanna Franek is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Thrivent Investment Management and related firms since 2013, including her current position since 2020. In addition to her advisory duties, she serves as Director of Operations at an affiliated RIA firm, supporting advisors and overseeing operations staff. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm emphasizes constructing diversified portfolios using low-cost mutual funds and ETFs while supporting ongoing account monitoring and management.

Daniel Harrington is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 17 years of industry experience. He has served at AdvisorNet Wealth Partners since 2012 and at Cetera Wealth Services since 2013. Harrington is also involved in community activities as a volunteer with Presbyterian Homes & Services, where he engages with men's groups on non-investment topics. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management strategies.

Peter Strandt is a financial advisor at Global View Capital Management LLC with Series 66 registration and one year of industry experience. His background includes various roles outside finance, such as operating courier and delivery services, holiday lighting, and cleaning businesses. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

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.

Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.

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.

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 with Balefire, LLC, holding a Series 63 designation and 17 years of industry experience. His prior work includes roles at Integrity Alliance, Lion Street Financial, PKS Investments, VisionPoint Group LLC dba Fuse Partners, Princor Financial Services Corp, and Principal Life Insurance Co. Outside of his advisory role, Bradbury is a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, providing financial advice and education to private clients. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach supported by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in assets.

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.