Thomas Pesch is a financial advisor with Avantax Planning Partners, Inc. based in Eden Prairie, MN, with 12 years of industry experience. He has worked at Honkamp Krueger Financial Services since 2010 and holds a concurrent position as an accountant advising businesses and business owners on accounting, auditing, and taxation with Olsen Thielen Co since 2008. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays.

Carter Mc Graw is a Series 65 licensed advisor at Gradient Investments, LLC with one year of industry experience. Prior to joining Gradient Investments, he held roles at Case Central, LLC and Gartner Companies. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets primarily on a discretionary basis.

Audrey Heitkamp is a financial advisor with Focus Financial in Bloomington, MN, holding a Series 66 license and four years of industry experience. Her prior work includes roles at OSAIC, CarVal Investors, and Ernst & Young. Outside of her advisory duties, she operates as a notary public and holds an ownership interest in a partnership managing administrative functions related to her financial advisory business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, utilizing a range of investment strategies and vehicles tailored to client needs.

Thomas Klein is a CFA® charterholder and holds a Series 66 registration, with four years of industry experience. He currently works at Gradient Investments, LLC and previously was associated with Ameriprise Financial Services, LLC, Panoramic Wealth Advisors, and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Benjamin Reynolds is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at multiple firms including Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, and currently serves as Wealth Coach and Director of Financial Planning at Parable Wealth Partners. Reynolds is also the owner of Storyline, LLC, a non-investment-related business established to cover expenses for his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by ongoing client reviews and third-party custodians.

Polly Hamm is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She currently works at Mission Wealth Management, LP and has a background that includes eight years at Brown Wealth Management, LLC. Outside of her advisory role, she co-owns Right at Home, a business providing in-home care and assistance. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serves high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and consulting services, focusing on long-term investment strategies and customized service models tailored to client needs.

Jamie Kaestner is a financial advisor with Saxony Capital Management, LLC in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Smart Money Group, LLC, Plan Group Financial, Inc., and Summit Brokerage Services, Inc. He is also associated with Ironhorse Wealth Management, an investment-related business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model across multiple offices, offering discretionary asset management alongside hourly or flat-fee financial planning, utilizing a wide range of investment methods and third-party managers.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and 11 years of industry experience. He worked at Lifestage Wealth Management Group LLC from 2014 to 2016 before joining NorthRock Partners in 2016. Outside of advising, Berns is co-owner of Suits Coffee, a coffee bean roasting business, and serves on the board of the Alexandria Community College Foundation. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored investment approach focusing on asset allocation, diversification, and periodic rebalancing, offering a range of financial planning and personal office services.

Nathan Faith is a CFP® with 15 years of industry experience, currently serving at Boulay Wealth in Eden Prairie, MN. His career includes roles at Boulay Financial Advisors since 2010 and Valmark Securities from 2015 to 2019. Outside of his advisory work, he owns and manages residential rental properties. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, and charitable institutions, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.

Jeffrey Tolzin is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1988, contributing over three decades to the firm. Fiduciary Counselling Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and related entities, including a registered investment adviser and a registered investment company. The firm employs asset allocation and modern portfolio theory to implement client portfolios through both discretionary and non-discretionary investment management, supported by integrated accounting, tax, estate planning, and trust administration services.

Matthew Anderson is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2006. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing a range of investment strategies that include low-cost diversified mutual funds, ETFs, individual equities, bonds, and alternative investments.

Craig De Ziel is a financial advisor at KCD Financial, Inc. with three years of industry experience. Prior to his current role, he worked at Walgreens for over four decades. He is registered with the Series 66 credential and is involved in the sales of fixed insurance products through Machtan Financial Services Group. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical approaches and strategies, typically operating on non-discretionary advisory relationships while offering access to third-party managed account platforms.

Joshua Ross is a CFP® with three years of experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. He has previously worked for WBI Energy, Inc. for over two decades and holds a board position at the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and uses a mix of modern portfolio theory with fundamental and technical analysis, offering access to a broad range of third-party managers and affiliated business lines.

Ryan Damhof is a financial advisor at Great Valley Advisor Group, LLC with a Series 65 credential and six years of industry experience. His prior work includes roles at Sandahl & Damhof, Sauber Legal Services, Messerli Kramer, and Erickson & Wessman. 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 large advisor network, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Eric Nohner is a financial advisor at Gradient Securities, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial and OSAIC. Outside of his advisory role, he is an insurance agent involved in fixed insurance sales. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management services to individuals, business entities, and retirement plans. The firm combines advisory and broker-dealer functions and frequently utilizes third-party managers while maintaining client approval on trade execution.

Austin Cumblad is a financial advisor at Riverbridge with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Riverbridge Partners, LLC since 2013 and IMST Distributors, LLC since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and manages various pooled vehicles, including the Riverbridge Growth Fund.

Brad Mcmurray is a CFP® professional with 34 years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He has been associated with Focus Financial Network, Inc. since 1992 and Osaic Wealth since 1997. In addition to his advisory role, he is involved in the sales and service of fixed insurance products. 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, offering a range of investment management and financial planning services.

Clare Schmokel is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior experience includes roles at Clarity Financial and Charlies On Prior. Clare is also licensed as an insurance agent, focusing on life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and emphasizes a platform that integrates third-party money managers and model portfolios.

James Gaskins is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at United Financial Services, Purpose Driven Restoration, Ellison Technologies, and Concept Machine Tool. He is also the owner of United Financial Services, where he provides financial planning and advisory services. 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, offering a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.