Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 designations and has 20 years of industry experience. Cooney has been with Berthel Fisher since 2007 and also works with BFC Planning, Inc. Outside of advising, she manages office operations and marketing for Evergreen Financial Group and works as a shopper for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and delivery models tailored to client needs.

Alissa Tinklenberg is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 65 and Series 63 licenses and two years of industry experience. She has previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she is affiliated with the Hopkins Hurricanes. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and charities, offering personalized investment advice and coordinating with other professionals for estate and tax planning.

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.

Anthony Gruba is a financial advisor at Associated Investment Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes a range of model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

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 66 and Series 65 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he serves as treasurer for Faith Homes and works as a Medicare agent assessing Medicare needs and enrolling clients in plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework, primarily investing through ETFs and mutual funds, and offers both discretionary and non-discretionary management services.

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 13 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a current tenure beginning in 2017. Prior to her current role, she was with IMST Distributors, LLC for five years. Riverbridge Partners is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and serves a diverse client base, including sovereign wealth funds, banks, and insurance companies.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital in 2025, she was a full-time student for 22 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

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.

Zechariah Schaefer is a CFP® with six years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He is owner and tax preparer at Ascent Tax Services LLC and serves as an instructor for insurance and financial industry training courses at Kaplan Financial. In addition to his financial work, he creates and sells artwork. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities by providing managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice and coordination with other professionals for estate planning and related 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 credentials and has 31 years of industry experience. Nelko concurrently serves as president of United Brokerage Services, where she manages a range of operational and client-facing functions, including sales of life insurance, annuities, and Medicare plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and a proprietary mutual-fund screening process known as CAPSL.

David Sloan is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked with Geneos Wealth Management since 2016, also operating Sloan Financial Solutions LLC since 2020. His other business activities include acting as an independent representative for fixed insurance sales and serving as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans with financial planning, portfolio management, and referrals to third-party money managers. The firm employs a range of investment strategies and offers customized and model-based account options through various platforms.

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.