Leif Briel is a Certified Financial Planner® with 15 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various roles from 2011 to 2023. Outside of his advisory work, he has a business entity, Briel Enterprises, LLC, for tax and investment purposes. 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.

Kristin Bilden is a CFP® professional with five years of industry experience, currently serving as an advisor at NorthRock Partners, LLC in Minneapolis, MN. She has been with NorthRock Partners since 2013. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing, utilizing both public and private market strategies.

Steven Walstad is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with Independent Investment Advisors Inc. since 2013. In addition to his advisory role, he is an independent insurance agent for various companies. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Michael Schumacher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc. Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes detailed client financial data collection and primarily manages accounts on a non-discretionary basis with periodic reviews.

Rebecca Garza is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at CliftonLarsonAllen since 2019, following six years at Pinnacle Advisory Group. CliftonLarsonAllen Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and business succession advisory, utilizing a strategic asset allocation approach with both active and passive investment vehicles.

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary portfolio models and third-party managers, with most assets managed on a discretionary basis.

Anthony Cameranesi is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, with three years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to his advisory career, Cameranesi was a professional hockey player from 2016 to 2022. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing diversification and broad asset allocation, offering both discretionary and non-discretionary portfolio management along with personal office services.

Tracey Simonson is a CFP® with 36 years of industry experience, currently serving at Focus Financial since 2009. She also holds the position of President at Cameron Financial Corporation, a business bookkeeping and tax firm. Focus Financial Network, Inc. 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.

Jon Melander is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked with Bfa Holdings, LLC since 2022 and has been with Boulay Financial Advisors and related firms since 2015. Melander serves as an advisory board member for the Positive Coaching Alliance of Minnesota, a nonprofit focused on youth and high school sports development. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and is distinct for its integration with an affiliated accounting firm and ownership of an insurance agency.

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Matthew Larson is a CFA® charterholder with four years of industry experience. He has worked at NorthRock Partners, LLC since 2022 and previously held roles at The Servion Group, Rock'n Dough, and Green Mill. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm offers financial planning, portfolio management, and Personal Office services, using a tailored investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

Morgan Cisneros is a financial advisor at New Edge Wealth with 13 years of industry experience. He has held positions at UBS Financial Services, Robert Baird & Co., and Ariel Investments. Outside of his advisory work, he coaches for the Town of Cedarburg Parks & Recreation and is involved in social marketing for health and lifestyle products. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by technology and AI-assisted analytics.

Krista Masera is a Series 65 registered advisor with Berger Financial Group, bringing six years of industry experience. She has worked primarily at Berger Financial Group, with a brief tenure at Cambridge Investment Research Advisors. Outside of her financial career, she is involved with Angler's Haven Resort. Berger Financial Group serves individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial and retirement planning, tax services, and succession planning. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios across a broad range of asset types, often on a discretionary basis.

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, 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.

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Taylor Hubert is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He previously worked at United Health Group and KPMG LLP. Outside of his advisory role, he is involved with Bridgewater Bank. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners is a full-service wealth management firm serving individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation and diversification, offering both discretionary and non-discretionary management that includes access to public and private-market strategies.

April Bortscheller is a financial advisor at Berger Financial Group with 19 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. 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, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee using fundamental analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Elle Smits is a CFP® affiliated with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with three years of industry experience. Prior to joining CliftonLarsonAllen in 2023, she held positions at the University of Wisconsin-Madison, Wipfli Financial, and Sand Valley Golf Resort among others. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing 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 offers a multidisciplinary planning approach supported by its parent company, CliftonLarsonAllen LLP.