Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.

Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has experience in education, having worked at Liberty University, Southwest Christian High School, and Hopkins School District prior to joining the financial industry. 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 using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by formal account reviews and third-party custodians.

Stephen Pascoe is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining Van Clemens Wealth Management, he worked at Country Capital Management Co and related insurance affiliates for eight years. Pascoe is also CEO of Inspire Companies LLC, which includes independent insurance and wealth management operations under the Inspire Financial Services brand. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Lawrence Hauskins is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with Oak Ridge Financial Services since 2012. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client approval for third-party selections and primarily manages accounts on a non-discretionary basis.

Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.

James Elvestrom is a financial advisor with Thrivent Advisor Network, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, as well as Purshe Kaplan Sterling Investments. Outside of advising, he participates in client education meetings related to long-term care insurance referrals. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with a long-term focused investment approach that emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm is a subsidiary of Thrivent Financial for Lutherans and integrates investment and insurance product options through affiliated entities.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Robert Boucher is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 14 years. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and periodic reviews.

Robert Boll is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at Benchmark Electronics and LaCrosse Financial Planning, among other employers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using both discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.

Katie Grage is a financial advisor with Gradient Securities, LLC and holds Series 65 and Series 63 credentials. She has 17 years of industry experience, including prior roles at Gradient Advisors, LLC and as Director of Compliance at RIA Registrar. Outside of advising, she is involved in compliance consulting through her role at RIA Registrar. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and businesses. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis combined with third-party manager relationships.

John Wiitala is a CFP® professional with six years of experience at NorthRock Partners, LLC. He previously played for the Rochester Americans and attended Ohio State University. NorthRock Partners provides wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm employs a holistic investment approach incorporating broad asset allocation, diversification, private market investments, and uses AI tools to support tax-aware investing and risk assessment.

Theodore Kaminski is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Kaminski has been with Mutual of Omaha since 2009. Outside of advising, he competes in fishing tournaments for prize money and serves as a taste tester for Food Perspectives, a program that donates part of its proceeds to charity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platforms like Envestnet. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, serving a diverse client base with various investment and consulting solutions.

Adam Troendle is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Atlas Insurance Brokers and American Family Insurance. 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.

Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.

Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.

Nils Egge is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Harbour Investments since 2010, as well as at Westside Financial Services, LLC and Rita Wilczek Inc. He is also an independent insurance agent, which may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers both discretionary and non-discretionary portfolio management alongside model-based solutions.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Michael Gustafson is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Focus Financial Network since 1997. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as power of attorney for his mother in managing his late father’s estate. Focus Financial Network 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 tailored to client needs.

Aaron Peloquin is a CFP® professional based in Minneapolis, MN, with eight years of industry experience. He currently works at Savvy and has prior experience with firms including DFPG Investments, Strong Tower Advisory Services, and Cetera Advisor Networks. Peloquin serves as treasurer for Fishing with Vets and is a board member of the American Cancer Society of Minnesota. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.