Phoebe Bird is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Clearpath Wealth Advisors, OSAIC, Everest Financial Group, Securities America, Charles Schwab, and Great Waters Financial. Outside of her advisory role, she is also an insurance agent in Minnetonka, MN. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management strategies.

Chad Aaberg is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Thrivent-affiliated firms since 2003, including Thrivent Financial for Lutherans and Thrivent Investment Management Inc., and has been with Thrivent Advisor Network since 2020. Outside of advisory roles, he is involved in managing an affiliated retail investment advisory firm and provides fixed insurance contract services. Thrivent Advisor Network, LLC serves individuals, families, trusts, businesses, and charitable organizations with customized investment advisory and financial planning services. The firm emphasizes long-term, tailored asset allocations using low-cost funds, fixed-income securities, and alternative investments, and is integrated within the broader Thrivent group, offering in-house investment and insurance product options alongside third-party custodians.

David Matthews is a CFP® with 21 years of experience, currently serving as a Senior Financial Advisor at Focus Financial and OSAIC since 2014. He provides financial planning and operational support to clients of David Beissler. Outside of his advisory role, Matthews is president of Appaloosa Consulting Inc., an S-Corp established for tax purposes. 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 with a range of investment and financial planning services.

Justin Stokes is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 66 designation. He has experience working across various roles within Van Clemens entities since 2025 and previously spent 26 years at Cirrus Aircraft. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering customized portfolio management and retirement plan consulting. The firm utilizes a range of methods including modern portfolio theory and employs third-party managers across multiple platforms while also offering an in-house Growth Opportunities model focused on micro- and small-cap equities.

Renata Krieger is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Berger Financial Group, she held roles at Bethel University, Life Time Inc., Northwestern Mutual, North Central University, Western Racquet Club, and Pewaukee High School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning using long-term investment strategies developed by its Investment Committee.

Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.

Rebekah Quinlan is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Everest Financial Group and Securities America, Inc. Quinlan is also involved with NGC Global Wealth Management, an investment-related business in Minnetonka, MN. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis, incorporating both advisor-managed and third-party managed solutions.

Mary Beseke is a CFP® professional with 33 years of industry experience, currently with Capital Analysts in Minneapolis, MN. Her career includes roles at Bryan Ventures, Inc., Lincoln Investment, Aag Securities, Inc., and United Brokerage Services, where she also serves as Vice President of Marketing. Beseke is involved in insurance services, including annuity and life sales, as well as recruiting and marketing for insurance representatives. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm utilizes discretionary and non-discretionary portfolio management with an in-house Investment Management & Research team and offers a range of advisory and customized investment solutions.

Steven Nelson is a financial advisor with Principal Advised Services in Maplewood, MN, holding Series 66 and Series 63 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Clearing Services and Coyote Logistics. He has been with Principal Financial Services and affiliated entities since 2021. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, which provides access to a range of affiliated financial products and services.

Elizabeth Odegaard is a financial advisor at 49 Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Thrivent Investment Management. Outside of her advisory role, she is a member-owner of Broken Clock Brewing Cooperative, a local brewery in Minneapolis. 49 Financial serves a diverse client base ranging from individuals to corporations, offering services such as financial planning, investment management, and fractional family office solutions. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and oversees a multi-team advisory staff managing approximately $1.4 billion in assets.

Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. and holds Series 63 and Series 65 licenses. She has 19 years of industry experience and has been with Berthel Fisher since 2007. Prior to her current role, she was an operations manager at Evergreen Financial Group and has experience selling health and life insurance. Additionally, she has worked as a shopper and delivery provider for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of management and consulting platforms tailored to client needs, including discretionary and non-discretionary management, third-party money manager arrangements, and variable annuity sub-account management.

Alissa Tinklenberg is a financial advisor at Focus Financial with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she has been involved with Hopkins Hurricanes since 2024. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and financial planning through various management and platform options, emphasizing coordination with other professionals for estate planning and detailed operational disclosures.

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 with Associated Investment Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and he was involved with Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm uses a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis.

Jay Dworsky is a financial advisor with ON Investment Management Company in Minneapolis, MN, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked with ONIMCO since 2013 and is also involved with Wisconsin Financial Advisors LLC and Ohio National Financial Services. Outside of investment advisory, he serves as a board member for Fraser and is engaged in life insurance sales through his own firm, Dworsky Agency. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm provides both discretionary and non-discretionary management options and maintains a dual-registration model, combining advisory services with broker-dealer activities.

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 has previously worked at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of advising, he serves as treasurer for Faith Homes and works as a Medicare agent helping clients assess and enroll in Medicare plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Steven Kittay is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 27 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans.

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.