Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Michael Ross is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Clemens and its predecessor firms since 2002. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a variety of methods, including modern portfolio theory and third-party managers, and offers services ranging from retirement plan consulting to fee-based insurance products.

Joseph Gossett is a CFA® charterholder with eight years of industry experience. He has worked at NewEdge Wealth and NewEdge Securities LLC since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial services career, he was employed at Entrust DataCard Corporation for two years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools such as AI-assisted analytics.

Eric Hansen is a Series 65-licensed financial advisor with Berger Financial Group in Plymouth, MN, and has four years of industry experience. Prior to joining Berger Financial Group, he worked at Fresh Start Companies, Inc. for 19 years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by its Investment Committee.

James Donnelly is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Donnelly has been with Focus Financial Network and OSAIC since 2006. Outside of his advisory role, he serves as Vice-President for Membership of the Midland Toastmasters Club and is a member of his church’s musical ministry committee. He also serves as a trustee for a family trust and is an alumni board member of Hill-Murray School, where he participates in a Financial Fitness committee. Focus Financial Network, Inc. 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.

Drew Sonnenberg is a financial advisor at O.N. Investment Management Company with Series 65 credentials and less than one year of industry experience. His background includes roles in the financial services sector as well as various positions related to hospitality and recreation. O.N. Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes a dual-registration model combining advisory and broker-dealer activities.

Robin Edgar is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2013. Outside of his advisory role, Edgar is involved in several business activities including ownership of a consulting and coaching firm focused on exit planning and business succession, participation on a University of Minnesota nonprofit board supporting MIS students, and engagement in health and wellness product distribution. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA plan services tailored to client objectives.

Chad Olson is a CFP® professional with 18 years of experience in financial planning. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and several other financial and divorce-related firms. Olson is co-owner of Simplify My Divorce, a business providing divorce education through articles and videos, and part owner of Xbrezzo, LLC, which develops automated tools and software for divorce professionals. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management to a wide range of clients.

Elizabeth Thayer is a CFP® with 24 years of industry experience. She is a partner and wealth advisor at Thrivent Advisor Network, LLC, where she has worked since 2018, and previously held roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is involved in fixed insurance sales and long-term care referral education. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, utilizing a range of investment vehicles including mutual funds, ETFs, and alternatives.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Curtis James is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bear Market Financial Services, LLC, Jacobs Financial Services, Financial Independence Group, Inc, and The Revolution FMO, LLC. Outside of his role at Impact Partnership Wealth, he serves as president of Bear Market Financial Services, where he meets with clients to discuss their needs and retirement goals. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

James Mertz is a Certified Financial Planner (CFP®) with 45 years of industry experience. He is currently a financial advisor at Focus Financial Network and has previously worked at LPL Financial and SII Investments, Inc. Outside of his advisory role, he owns Mertz Wealth Strategies, a business focused on income tax preparation. Focus Financial Network serves a diverse clientele, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and coordinates with external professionals for estate planning and tax implementation, providing a comprehensive advisory platform.

Wei Qiao is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. Prior to joining Van Clemens in 2024, he held roles at Bank of America and Merrill from 2019 to 2024, and at Thrivent Financial from 2012 to 2018. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of net worth levels. The firm customizes portfolios through both discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Eva Wilson is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Encompass Wealth Advisors and Panoramic Financial Solutions, both Ameriprise Financial firms. Outside of finance, her background includes roles at Bellin Health, Xperience Fitness, Titletown Brewing Co., and Concordia University. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm uses a multi-asset approach with fundamental and technical analysis, employs AI tools within a formal policy, and provides customized family-office services alongside discretionary portfolio management and financial planning.

Chris Eldred is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network, Inc. since 2009. Focus Financial Network, Inc. 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, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Michael Pohl is a CFP® certificant with 10 years of experience at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has worked at CliftonLarsonAllen since 2016. CliftonLarsonAllen Wealth Advisors serves individual, corporate, institutional, and retirement plan clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, and selective private placements, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Christopher Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 26 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Dinsmore Compliance Services, Innovation Partners LLC, Mount Yale Capital Group, The Leaders Group, Inc., Allianz Life Financial Services, LLC, and American Financial (TruChoice). 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 manages portfolios through discretionary and non-discretionary arrangements and offers access to third-party managers and platform solutions.

Joshua Ask is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience with Sentient Wealth Group, EFS Advisors, and Map South Hockey. He has also worked in educational roles at the University of St. Thomas and Farmington High School. 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 management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers.

Cheryl Ober is a CFP® with seven years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC in Minneapolis, MN. She previously worked at Torchlight Financial Advisors and Garrett Investment Advisors, LLC. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and conducting regular portfolio reviews.