Juli Wilder is an investment advisor representative at Thrivent Advisor Network, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Questar Asset Management. Wilder is also registered with Thrivent Investment Management, Inc., an affiliated entity of her primary firm. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, typically emphasizing diversified mutual funds and ETFs alongside other investment strategies.

Joel Schrimpf is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with Focus Financial Network, Inc. since 2006. Outside of his advisory role, he coaches high school and youth wrestling. 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 and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Alan Schmidt is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Archer Investment Corporation and The Diamond Group. Outside of his advisory work, he is involved with ECA Marketing NFP and The Financial Fire Marshal, where he markets annuity products to independent insurance agents through a field marketing organization. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. Thaldorf is also the owner and licensed insurance agent of Financially Fit, LLC, a business he has operated since 2011. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies across passive, active, tactical, and blended approaches.

Thomas Pargett is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Boulay Wealth. His prior roles include positions at Carson Group, CMW, BerganKDV Wealth Management, Creative Planning, and TD Ameritrade. Boulay Wealth advises individual and high-net-worth clients, as well as corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Andrew Truax is a CFP® with eight years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He previously worked at JNBA Financial Advisors for seven years and Columbia Threadneedle Investments for three years. 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 with proprietary strategies and third-party managers, offering a variety of services including wealth management and specialized products for medical professionals.

Carter Morrissette is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. Prior to joining Berger Financial Group in 2024, he worked at Boulay Financial Advisors, LLC for two years and has a background in education, including roles at the University of Eau Claire and Maple Grove Public Schools. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Ryan Wirth is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and previously worked for six years at RBC Capital Markets, LLC. He maintains a Wisconsin license for Accident & Health, Life, and Variable Contracts. 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 that includes broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI-supported tools for tax-aware investing and portfolio monitoring.

Derek Hicks is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 18 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and serves as a Principal of the parent firm CliftonLarsonAllen LLP. Hicks has been with CliftonLarsonAllen Wealth Advisors since 2007 and with CliftonLarsonAllen, LLP since 2024. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm integrates investment management with multidisciplinary planning through its Private Client Services model, combining fiduciary RIA services with broker-dealer and insurance activities, alongside a growing investment banking and placement capability.

David Bremer is a CFP® professional with 28 years of experience in financial advising. He has worked at Boulay Financial Advisors, LLC since 2002 and held roles at Valmark Securities, Inc. and Bfa Holdings, LLC. Bremer operates from Minneapolis, MN. He is part of Boulay Wealth, a firm serving individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Matthew Martinson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Advanced Advisor Group LLC, EFS Advisors, VOYA Financial Advisors, and Capital Street Financial Services. He also provides investment advisory services to Great Valley Advisor Group, Inc., an independent RIA. Great Valley Advisor Group is a multi-team SEC-registered 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 through a combination of in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Sarah Colton is a financial advisor at Riverbridge with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Nordstrom for eleven years before joining Riverbridge Partners, where she currently serves as an Associate Relationship Manager. Outside of her advisory role, she operates an online resale business on Poshmark. Riverbridge Partners is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment-consulting services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs a growth equity investment process alongside Enhanced Income strategies and manages various pooled investment vehicles, serving both retail and institutional clients.

Jared Lorts is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2009 and joined NorthRock Partners in 2022. NorthRock Partners offers wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, private market allocations, and the use of AI tools, while providing ongoing oversight through Independent Managers.

Jessica Seifert is a financial advisor at JNBA Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brighton Jones LLC and Lockton Companies LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs a multi-asset investment approach incorporating equities, fixed income, mutual funds, ETFs, and covered-call strategies, and supplements its process with AI tools under formal governance.

Alex Koncilja is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at RMB Capital Management, Orgel Wealth Management, and CUNA Mutual Group. Outside of advisory roles, he has experience working with various community organizations and educational institutions. Curi Capital serves individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management and asset management services. The firm employs a long-term, fundamental approach to equity and fixed income investing, combining in-house strategies with external managers and proprietary risk analysis tools.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Paul Drach is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and ChFC® designations and over 38 years of industry experience. He has been with AdvisorNet Wealth Partners since 2012 and has prior experience with Cetera Wealth Services and Planned Benefits, Inc., where he is also an owner. Outside of his advisory role, he owns Drach Financial and serves as a trustee for an irrevocable family trust. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management tailored to client objectives.

Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. 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 and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises 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, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.