Corey Kiewiet is a financial advisor with Summit Financial, LLC in Edina, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ETRADE from Morgan Stanley. He also offers insurance products through multiple companies, earning compensation on sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Gregory Betlach is a CFP® and ChFC® with 19 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 12 years at Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Jason Morrall is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Parametric, Huntington Private Bank, Citigroup, and BMO Capital Markets Corp. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and private market allocations, combining AI tools with human oversight to manage portfolios.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

John Hanselman is a CFP® professional with 27 years of industry experience, currently with Kingsview Wealth Management, LLC. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Woodbury Financial Services, and Morgan Stanley DW Inc. Outside of finance, he owns and operates E&E Foods, an edible and beverage manufacturing business. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a blend of in-house portfolio management, third-party managers, and a diverse range of investment products.

Brent Henkelman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at several Thrivent-affiliated firms since 2015 and was previously with Purshe Kaplan Sterling Investments, Inc. Henkelman is also involved in selling and servicing fixed insurance contracts and participates in long-term care insurance client education and referrals. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, alongside various other investment options.

Maxwell Gierke is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously worked at Osaic Wealth and has served in the US Army Reserves since 2015, where he holds leadership roles overseeing transportation operations and training exercises. Maxwell also serves as a notary public, providing document notarization for clients as needed. Focus Financial Network, Inc. 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 plans, trusts, charitable organizations, and corporations, offering a range of managed accounts and financial planning services supported by economic, fundamental, and technical analysis.

David Pratt is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC in Edina, MN. He has held roles at Focus Financial Network, FDI, Inc., Pensions Plus, Inc., and Financial Designs of Edina, Inc. Pratt is also the Chief Operating Officer and owner of FDI Incorporated, which provides insurance placement and retirement plan consultation services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm uses a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering access to a broad range of investment products and custodial platforms.

Christopher Sebald is a CFA® charterholder with six years of industry experience. He has worked at Riverbridge Partners, LLC since 2020, following roles at Greys River Investments, LLC and Advantus Capital Management, Inc. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm’s investment approach centers on a growth-equity process based on five key factors, and it offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Samuel Mullins is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior experience includes roles at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by both firm-managed and third-party investment solutions.

Matthew Nelson is a CFP® with 27 years of industry experience. He is currently an advisor at Savvy and previously worked for 19 years at Focus Financial Network and OSAIC. Nelson is also the owner of Perspective Financial Planning, LLC, and a managing partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a parent technology platform.

Marc Kowalski is a CFP® professional with 29 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. Prior to joining NorthRock, he was the principal at Kowalski Financial Inc. for seven years and spent fourteen years with Royal Alliance Associates, INC. and Focus Financial Network, Inc. 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 investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Henry Jaunich is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Horizon Chemical LLC, Best Buy, and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to 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 investment vehicles with oversight by an Investment Committee.

Wendy Frame is a Series 65-licensed financial advisor with one year of experience, currently with Prosperity - An EisnerAmper Company. She previously worked at Eisner Advisory Group LLC and spent 26 years at Lurie LLP. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification using third-party managers and technology platforms.

Bailey Norby is a CFP® and ChFC® affiliated with JNBA Financial Advisors, LLC, with five years of industry experience. Prior to joining JNBA Financial Advisors in 2025, Bailey worked at The Advocate Group, LLC and Lutz Financial Services, LLC. Outside of financial advising, Bailey is involved in dog walking and sitting as a part-time activity. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm uses a multi-asset investment approach, combining individual equities and fixed income, mutual funds, ETFs, and covered-call strategies, supported by both fundamental and technical analysis.

Jeremy Mc Daniel is a Series 65-licensed advisor with Boulay Wealth, where he has worked since 2025. He has a total of eight years of industry experience, including prior roles at Boulay Financial Advisors and Principal Financial Group. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by its integration with affiliated accounting and insurance firms.

Peter Anderson is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Guardian Capital Management, and GWG Holdings. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. 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 consulting, and financial planning services.

David Rains is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding a Series 66 designation and having 22 years of industry experience. His career includes roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a pro bono financial coach with Wings for Widows, providing financial education to individuals who are newly widowed. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, focusing on long-term diversified portfolios that utilize low-cost mutual funds, ETFs, and other investment vehicles. The firm also provides portfolio management, financial planning, and access to independent managers and model portfolios.

Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. 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, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.