Zechariah Schaefer is a CFP® professional with six years of experience in the financial industry, currently affiliated with Focus Financial in Minneapolis, MN. He has worked with several firms including OSAIC and Selective Wealth Management and is also an instructor for insurance and financial industry courses at Kaplan Financial Education. Outside of finance, Zechariah creates and sells artwork. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice and coordinates with other professionals for estate planning and related legal or tax 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 based in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Nelko has worked with Lincoln Investment since 2010 and has longstanding roles at Aag Securities, Inc. and United Brokerage Services, Inc., where she serves as president and manages insurance services including life, annuities, and Medicare plans. Capital Analysts serves a diverse client base, including retail, high-net-worth, institutional investors, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team utilizing a proprietary 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.

Jordan Paine is a CFA® charterholder and financial advisor at Freestone Capital Management, LLC with four years of industry experience. Prior to joining Freestone in 2026, he worked at Tiedemann Advisors, LLC and Envoi, LLC. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm utilizes a combination of internally managed models, third-party sub-advisers, and alternative investments, focusing on downside risk and diversified portfolio construction.

Jeffrey Sellner is a Series 65 licensed advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2018. He has a total of seven years of industry experience and has been a Principal with CliftonLarsonAllen LLP since 1998. 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 utilizes a strategic asset allocation approach with model portfolios, combining active and passive investment vehicles, and coordinates planning through integrated wealth, tax, estate, and insurance professionals across its parent organization.

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and other strategies, delivering advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives and risk tolerances.

Scott Mullinix is a Senior Financial Advisor and Investment Director at Focus Financial with 23 years of industry experience. He has been with Focus Financial Network, Inc. since 2017 and previously worked at TIAA CREF. Mullinix is also a partner in Bergstrom Financial Group LLC and president of Mullinix Investment Management LLC. 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, providing a range of managed account services, retirement plan consulting, and financial planning.

Casey Arends is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation. He joined the firm in 2026 and has prior work experience at Fairview Health Services beginning in 2015. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional investment management with digital-asset advisory services and offers specialized services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Yuejiao Wang is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and over seven years of industry experience. Prior to joining Integrity Advisory Solutions in 2026, Wang worked at Pro and Trust/Partners Life and National Agents Alliance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks and third-party platforms to tailor investment strategies for its clients.

Joan Carroll is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and is also involved in managing Carroll Property Management, a business she owns jointly with her husband. Additionally, she serves as a board member for the Wisconsin Rapids Convention and Visitors Bureau. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and integrates multidisciplinary planning through collaboration with CliftonLarsonAllen LLP.

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Jeffrey McGinley is a financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, MN. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Thrivent Advisor Network and Thrivent Investment Management in 2025, he worked at CETERA Advisor Networks LLC and Securian Financial Services, Inc. He conducts business primarily as an investment advisor representative and also serves as a registered representative. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s approach includes long-term portfolio construction using diversified assets such as mutual funds, ETFs, individual equities, bonds, and alternative investments, along with access to independent managers and model portfolios.

Samuel Wilczek is a financial advisor at Focus Financial in Minneapolis, MN. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Focus Financial, he worked briefly at Ameriprise - Alacrity Wealth Advisors and has experience working outside the industry. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides managed account services and financial planning, emphasizing personalized investment advice and coordination with other professionals for estate planning and related legal or tax matters.

Cameron Rosenow is a financial advisor at NorthRock Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Curi Wealth Management, SharpVue Capital, Morgan Stanley, and Morgan Keegan & Company. 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 that incorporates broad asset allocation, diversification, and private market allocations, using Independent Managers and AI tools alongside human oversight.

Alexandra Joas is a financial advisor at Curi Capital, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Piper Sandler & Co., RBC Wealth Management, and Curi RMB Capital. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary strategies, third-party managers, and private funds.