Michele Martin is a ChFC®-designated financial advisor with 15 years of industry experience, currently serving as President at Prosperity - An EisnerAmper Company. She has held roles at multiple firms, including AdvisorNet Wealth Management and Lurie Wealth Advisors. Martin is a board member of St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a multi-team approach with about 63 advisors managing approximately $5 billion in client assets, emphasizing asset allocation and diversification through the use of third-party managers and technology platforms.

Shawn Larson is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnoff Farm, which engages in farming and land conservation. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. 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 integrates advisory, tax/accounting, and insurance services through affiliated firms.

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His work history includes roles at Cetera and Cetera Wealth Services, and he has operated Webskowski Accounting for two decades. Outside of advising, he owns a debt management counseling business and is a CPA involved in tax preparation and representation, as well as an author of a tax-related book. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and external sub-advisors, offering both discretionary and non-discretionary management across a range of fee structures.

Cameron Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes through dedicated investment teams and offers both discretionary and non-discretionary portfolio management.

Daniel Steffes is a financial advisor at The Oak Ridge Financial Services Group, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience. His prior work includes roles at Hilltop Securities Inc. from 2019 to 2023 and Ameriprise Financial Services, Inc. from 2009 to 2019. 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.

Laura Chinander is a CFP®-certified financial advisor with three years of industry experience. She currently works at CX Institutional, LLC and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers thematic and specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Brian Kruse is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with NorthRock Partners since 2013. Kruse maintains current Minnesota insurance licenses. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, incorporating private market investments and AI tools to support tax-aware investing and portfolio monitoring.

Richard Chaffee Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. and Chaffee & Associates, holding the ChFC® and Series 63 designations. He has 53 years of industry experience, including 17 years with M HOLDINGS SECURITIES and over 21 years managing his own firm, Chaffee & Associates, where he serves as CEO. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of portfolio management by Financial Professionals and third-party sub-advisors.

Robert Beveroth is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Cetera, Advance Wealth Management Group, and The Prudential Insurance Company of America. In addition to his advisory duties, he is also licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care coverage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction and a range of management options, serving both non-high-net-worth and high-net-worth clients.

Christopher Mastley is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2010. JNBA Financial Advisors offers 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 is noted for its team-based family office services and business consulting for clients such as professional athletes, employing a range of investment strategies and ongoing portfolio reviews.

Coleen Connaughton is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 designation and one year of industry experience. She previously held positions at Ameriprise, F.L. Putnam, and several other organizations across various fields. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis, AI tools, and specialized third-party managers.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

Kathleen Shoemaker is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. She has worked at NorthRock Partners since 2021, and previously at The Advocate Group and Encore Group. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, incorporating private market investments and advanced technology tools in portfolio management.

James Mattson is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. He serves on the St. Johns University Board of Alumnus, assisting with donor relations. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Jared Nishida is a CFA® charterholder with over 23 years of experience in the financial industry. He has worked at Oxford Financial Group, Ltd. since 2010 and previously at KSM Capital Advisors, LLC and Ameriprise. Mr. Nishida serves as a member on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, comprehensive financial planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary investment solutions.

Derek Mc Cready is a financial advisor at The Oak Ridge Financial Services Group, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise LLC and Teachers on Call, among other roles primarily in education. Mc Cready also has experience as a teacher in several school districts. 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.

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.