Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Jay Dworsky is a financial advisor at ON Investment Management Co. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ONIMCO since 2013. Outside of his advisory role, he serves on the board of Fraser, a nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary advisory relationships.

Timothy Sigstad is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary services.

Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies primarily managed on a discretionary basis.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, he serves as treasurer for Faith Homes, a Bloomington-based real estate organization, and works as a Medicare agent with the LeClair Group. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, incorporates risk-mitigation strategies, and allocates to third-party managers and UMA platforms.

Steven Kittay is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to joining Oak Ridge in 2022, he worked at UBS Financial Services from 1995 to 2022. 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.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential. She joined the firm in 2025 and has less than one year of industry experience. Prior to her advisory role, she was a full-time student for over two decades. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Richard Vasterling is a CFP® professional with 28 years of industry experience. He is currently with Larson Financial Group, LLC, where he has worked since 2021. His prior experience includes firms such as Larson Wealth Partners, Comprehensive Asset Management & Servicing, Inc., and Counsel Wealth Management. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting for individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches and uses a blend of model portfolios and custom discretionary programs.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. 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 using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. 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 managed accounts, retirement consulting, and financial planning services.

Michael Townsend is a financial advisor at AdvisorNet Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Questar Asset Management. Townsend is also an insurance agent, selling life, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors to implement client objectives.

Rachelle Nelko is a financial advisor with Capital Analysts in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Lincoln Investment since 2010 and has longstanding affiliations with Aag Securities, Inc. and United Brokerage Services, Inc., where she serves as president and is involved in multiple business functions including client service and sales of life, annuities, and Medicare plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisory services. The firm operates a nationwide network of independent advisors and offers proprietary tools such as the CAPSL mutual fund screening process.

David Sloan is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing eight years of industry experience. He has worked at Geneos Wealth Management and Sonnenfeld Financial, and currently operates Sloan Financial Solutions LLC. Outside of advising, he is an independent representative for fixed insurance sales and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, managing over $5.5 billion in client assets as of the end of 2024.

Gregory Petrie is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Peak Brokerage Services. Outside of finance, he is a band member of the Accomplice cover band. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Robert Smrekar is a CFP® professional with 20 years of experience in financial advising. He has worked at Berger Financial Group since 2020, following a four-year tenure at Cambridge Investment Research Advisors. In addition to his advisory role, Smrekar is an independent insurance agent, providing insurance services to clients. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial planning, tax planning, succession planning, and retirement-plan consulting, utilizing proprietary, long-term investment strategies developed by its Investment Committee.

Gregory Grunsted is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Feltl & Company for 15 years before joining Van Clemens & Co., Inc. in 2017 and its affiliated firm since 2023. Outside of his advisory role, he volunteers with the Minnesota Orchestra Association, making outreach calls to patrons and donors. 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 risk tolerance and uses a blend of modern portfolio theory along with fundamental and technical analysis in its investment strategies.

Andrea Schrieffer is a CFP® and ChFC® affiliated with Great Valley Advisor Group, LLC, with 18 years of experience in the financial services industry. She has held roles at LPL Financial, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Management. Great Valley Advisor Group is an SEC-registered 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, utilizing a combination of in-house strategies and third-party managers across various platforms.