Paul Scoles is a financial advisor with JNBA Financial Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisor Networks, McFee Financial Group, and Wells Fargo Bank. Additionally, he is registered as an independent insurance agent. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using various investment vehicles and combines fundamental and technical analysis with AI tools, offering customized family-office services alongside broader wealth management solutions.

Samuel Sexton is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Guardian Wealth Advisors, LLC since 2023 and previously held roles at All Star Financial LLC and Clifton Larson Allen Wealth Advisors, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and uses ETFs, mutual funds, third-party managers, and UMA platforms to implement client strategies.

Brent Putz is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 63 designation and 18 years of industry experience. He has worked with Northwestern Mutual and its affiliated companies since 2006. Beyond advisory roles, he maintains active insurance licensure for accident, health, life, and variable contracts. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, retirement plans, and business entities, employing a tailored investment approach focused on broad asset allocation, diversification, and the use of independent managers. The firm also integrates private market allocations and utilizes AI tools to support tax-aware investing and portfolio monitoring.

Mark Johnson is a financial advisor at Advisory Solutions Group with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including RBC Capital Markets and LPL Financial. Johnson is also involved with Wealth Enhancement Advisory Services as a registered administrator. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other registered investment advisory firms and constructs diversified portfolios using quantitative, momentum, and fundamental analysis.

Charles Block is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at Northwestern Mutual and LPL Financial. Outside of his advisory work, he coaches 7th grade basketball for the School District of Prescott, WI. 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, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.

Scott Neils is a financial advisor at 49 Financial with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise and Oakwood Capital Securities. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory and offers a range of services including financial planning, investment management, and a tiered fractional family office program.

Gracia Cavanaugh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Associated Investment Services, Inc. in Minneapolis, MN. Her prior experience includes nine years at U.S. Bancorp Investments, Inc. Outside of finance, she teaches yoga classes in Tustin, CA. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs using third-party managers and operates through affiliated businesses including a trust company and insurance agency.

Reece Brown is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and joined the firm in 2026. Prior to his current role, he held various positions including employment at CliftonLarsonAllen LLP and non-industry roles. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory and asset management services alongside financial and estate planning, business succession consulting, and plan-level support. The firm integrates fiduciary advisory with broker-dealer and insurance activities, offering a combination of model portfolios, third-party programs, and multidisciplinary planning through its parent company.

Ronald Machtan is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2006. In addition to his advisory role, he owns Master-Bait Co., a business focused on fishing lures, clothing, and hunting-related products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering customized investment strategies and access to third-party management programs.

Allison Cline is a CFP® and ChFC® with eight years of experience in financial advising. She is currently with Van Clemens Wealth Management, LLC and has previously worked at Ian Donaldson and Northwestern Mutual. In addition to her advisory work, she is a personal trainer at F45 Training in St Louis Park, MN. Van Clemens Wealth Management, LLC offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary approaches and incorporates third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Sonya Hansmeyer is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. She has been affiliated with OSAIC and Focus Financial Network since 2003. Outside of her advisory role, she serves as a trustee overseeing a family trust, managing insurance premiums and trust assets. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm provides personalized investment advice tailored to client profiles and emphasizes coordination with other professionals for estate planning and legal or tax implementation.

Gavin Burnham is a financial advisor with Avantax Planning Partners, Inc. based in St. Paul, MN. He holds a Series 65 designation and has 11 years of industry experience. His work history includes roles at Honkamp Krueger Financial Services and Olsen Thielen & Co. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and offers tax-intelligent overlays, managing client accounts with centralized trading and reporting.

Ryan Quade is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 66 and Series 63 licenses with 18 years of industry experience. His career includes roles at multiple firms such as Dougherty & Company LLC and Century Capital Group Inc. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios through discretionary and non-discretionary arrangements using a variety of methods and routinely employs third-party managers across multiple platforms.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she serves as a basketball official for the Minneapolis Parks and Recreation Board. The Oak Ridge Financial Services Group 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 through RBC Capital Markets, with a focus on non-discretionary management and periodic portfolio reviews.

Matthew Benson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Focus Financial Network and OSAIC, having previously worked at United Planners Financial Services of America, Lee Stoerzinger Inc., SII Investments, Inc., and Royal Alliance Associates. Outside of advisory roles, he serves as Vice President and Secretary of Hecla Land Company, an LLC owning farmland, where he manages administrative functions. Focus Financial Network 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.

Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and provides integrated advisory, tax, and insurance services through its affiliated companies.

Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. 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 and retirement planning, income tax planning, succession planning, and retirement-plan consulting, employing proprietary long-term investment strategies with fundamental analysis.

Brent Field is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Northrock Partners, LLC, where he has worked since 2006. He holds the Series 63 designation and is based in Minneapolis, MN. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and business entities, employing a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers. The firm integrates private market allocations and uses AI-supported tools for tax-aware investing and risk assessment while maintaining human oversight.

Lisa Greely is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments and Independent Financial Group. In addition to her advisory role, she owns and operates A&G Tax Services, LLC, providing tax preparation and filing services. 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 and retirement planning, and income tax planning, using proprietary long-term investment strategies developed by an Investment Committee.