Brian D'orazio is a CFP® and CFA® with 21 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Michael Clancey is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently works at Fiduciary Counselling, Inc. and previously held positions at the Minnesota State Board of Investment and Portico Benefit Services. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment vehicles including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Erik Howe is a CFP® professional with one year of experience, currently affiliated with AdvisorNet Wealth Partners. His prior experience includes roles at Advanced Retirement Resources and The Navigators. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management options.

Alec Finn is a financial advisor at Oxford Financial Group, Ltd. based in Minneapolis, MN, with a Series 65 credential and two years of industry experience. His prior work includes positions at SRS Acquiom and US Bank, as well as service in the U.S. Navy from 2011 to 2019. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes through dedicated investment teams.

Timothy Evon is a financial advisor at Redhawk Wealth Advisors, Inc. with 33 years of industry experience. He holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Redhawk in 2023, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is a member or owner of several business entities related to office management and investment activities. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, with portfolios overseen by a weekly investment committee.

Jason Mahn is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at CITY NATIONAL BANK, RBC Capital Markets, LLC, and Plexus Corp. He maintains a Wisconsin insurance license for Accident & Health, Life, and Variable contracts. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach focusing on broad asset allocation, diversification, and tax-aware investing, utilizing independent managers and private market allocations alongside AI and automated tools.

William Steinbauer is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 38 years of industry experience. He has been with Oak Ridge since 2004 and holds Series 63 and Series 66 licenses. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, primarily managing accounts on a non-discretionary basis with periodic client reviews.

Matthew Scherer is a CFP® professional with 21 years of industry experience, currently serving at Level Four Advisory Services. He has worked with Level Four Financial, LLC since 2019 and previously was with LPL Financial from 2014 to 2021. Outside of his advisory work, Scherer is a board member and president of the Hamel Athletic Club, a youth baseball organization in Hamel, MN. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering fee-only financial planning, asset management, and retirement plan advisory services.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.

David Wischmeier is a financial advisor with M Holdings Securities, Inc. in Minneapolis, MN, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Winged Keel Group since 2025 and previously with Mbw Group, NBW Insurance Group, and Story Capital. Wischmeier serves as a board member for Saint Paul's Outreach and is the treasurer of Holy Trinity Hermitage, Inc., a charitable ministry. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory services.

Laura Neal is a financial advisor at Fiduciary Counselling Inc. in St. Paul, MN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at ICONIQ Capital, RMB Capital Management, Arootah, Rover, and Cresset Asset Management. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to a broad client base, including individuals, trusts, charitable organizations, and corporations. The firm employs a model portfolio approach driven by asset allocation methodology, utilizing a mix of registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Connor Chesnut is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Thrivent Advisor Network, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Craig-Hallum Capital Group, and PricewaterhouseCoopers LLP. Outside of finance, Chesnut has experience in the food and beverage industry, having worked at Jimmy's Food and Drink and Big Guys BBQ. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Thomas Pesch is a financial advisor with Avantax Planning Partners, Inc. in Eden Prairie, MN, holding 12 years of industry experience. He previously worked for Honkamp Krueger Financial Services for 10 years and has been with Olsen Thielen Co since 2008, where he also serves as an accountant advising businesses on accounting, auditing, and taxation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies and centralized trading through a network of CPA firms and registered advisor representatives.

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.

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 holds a Series 65 license with nine years of industry experience. She is currently with Mission Wealth Management, LP and was previously with Brown Wealth Management, LLC. Polly is also co-owner of Right at Home, a business providing in-home care and assistance. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm emphasizes customized, long-term strategies using a range of investment vehicles and offers services such as tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

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 license and 11 years of industry experience. He worked at Lifestage Wealth Management Group LLC for two years before joining NorthRock Partners in 2016. Outside of his advisory role, he co-owns Suits Coffee, a coffee bean roasting business in Alexandria, MN, and serves on the board of the Alexandria Community College Foundation. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, integrates private market allocations, and uses AI-supported tools for tax-aware investing and portfolio monitoring.

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.