Walter Bomgren is an investment advisory representative with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as treasurer and president of committees at North Heights Lutheran Church. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, incorporating sub-advisors and internal models, and offers both discretionary and non-discretionary management solutions.

Robert Boucher is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 14 years. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and periodic reviews.

Aaron Harwood is a Series 65-licensed advisor with Great Valley Advisor Group, LLC, based in Minnetonka, MN, and has two years of industry experience. His prior work includes positions at DSB Rock Island Wealth Management and ARH Financial LLC, along with nearly a decade at Fairview Health Services. Outside of advisory work, he is involved in several real estate investment ventures as a managing partner and proprietor. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and oversight, utilizing a range of in-house and third-party strategies along with ongoing due diligence and monitoring to align with client objectives.

Robert Boll is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at Benchmark Electronics and LaCrosse Financial Planning, among other employers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using both discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.

Patrick Scherven is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Advisor Group LLC since 2006 and EFS Advisors since 2003. Scherven Financial LLC is a pass-through entity established for tax purposes related to his services with EFS Advisors. 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

John Wiitala is a CFP® professional with six years of experience at NorthRock Partners, LLC. He previously played for the Rochester Americans and attended Ohio State University. NorthRock Partners provides wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm employs a holistic investment approach incorporating broad asset allocation, diversification, private market investments, and uses AI tools to support tax-aware investing and risk assessment.

Theodore Kaminski is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Kaminski has been with Mutual of Omaha since 2009. Outside of advising, he competes in fishing tournaments for prize money and serves as a taste tester for Food Perspectives, a program that donates part of its proceeds to charity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platforms like Envestnet. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, serving a diverse client base with various investment and consulting solutions.

Adam Troendle is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Atlas Insurance Brokers and American Family Insurance. 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 plan consulting, and financial planning services.

Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.

Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.

Nils Egge is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Harbour Investments since 2010, as well as at Westside Financial Services, LLC and Rita Wilczek Inc. He is also an independent insurance agent, which may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers both discretionary and non-discretionary portfolio management alongside model-based solutions.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Michael Gustafson is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Focus Financial Network since 1997. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as power of attorney for his mother in managing his late father’s estate. 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 investment management and financial planning services tailored to client needs.

Aaron Peloquin is a CFP® professional based in Minneapolis, MN, with eight years of industry experience. He currently works at Savvy and has prior experience with firms including DFPG Investments, Strong Tower Advisory Services, and Cetera Advisor Networks. Peloquin serves as treasurer for Fishing with Vets and is a board member of the American Cancer Society of Minnesota. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

David Finch is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 13 years. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers through RBC Capital Markets, with most accounts managed on a non-discretionary basis and subject to periodic reviews.

David Packard is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Packerland in 2022, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, Packard is involved in tax preparation and works as an independent insurance agent, as well as providing care for a disabled child. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing the Hilltop-cleared Envestnet platform to deliver diversified investment solutions.

Thomas Stoltman is a financial advisor with Brookwood Investment Group and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at several firms, including Redwood Private Wealth LLC and Regal Investment Advisors. In addition to his advisory roles, he is the managing director of Redwood Tax Specialists and works as an independent insurance agent. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of investment strategies and supporting negotiable advisor-level fee arrangements.

Jeffery Bird is a financial advisor with M HOLDINGS SECURITIES, Inc. in Minneapolis, MN, holding ChFC® and Series 63 credentials and bringing 39 years of industry experience. His work history includes roles at Winged Keel Group, LLC and NBW Insurance Group. Outside of his advisory work, he serves as president of Hope Farm School, an inner-city ministry focused on supporting underprivileged youth. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a national network of independent firms and professionals. The firm provides a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using platform providers and sub-advisory arrangements to support its offerings.

Mark Fenlon is a CFA® charterholder with over 32 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2019, following positions at Schenck Investment Solutions, Cleary Gull Advisors, and Johnson Bank. He also serves as a principal of CliftonLarsonAllen LLP and is a non-paid board director at Collidion, Inc., a healthcare company focused on drug and medical device development. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporations, institutions, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and integrated multidisciplinary planning with its parent firm, CliftonLarsonAllen LLP.