Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Robert Mc Hattie is a financial advisor with Advisornet Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services and has been affiliated with AdvisorNet Wealth Partners since 2012. Outside of financial services, he serves on the board of the Saint Paul Association for Community Soccer and works as a gardener at Oak Marsh Golf Course. 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, and incorporates sub-advisors, independent managers, and internal model portfolios to implement client objectives.

Allison Cline is a CFP® and ChFC® with eight years of experience in financial advising. She is currently with Van Clemens Wealth Management, LLC and has previously worked at Ian Donaldson and Northwestern Mutual. In addition to her advisory work, she is a personal trainer at F45 Training in St Louis Park, MN. Van Clemens Wealth Management, LLC offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary approaches and incorporates third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Ian Schrup is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Redhawk Wealth Advisors, Inc. Outside of finance, he is involved with H&B Specialized Products, where he assembles and installs school lockers, athletic equipment, and stadium seating. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios to implement client strategies and offers alternative and private investment options to eligible clients.

Ryan Quade is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 66 and Series 63 licenses with 18 years of industry experience. His career includes roles at multiple firms such as Dougherty & Company LLC and Century Capital Group Inc. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios through discretionary and non-discretionary arrangements using a variety of methods and routinely employs third-party managers across multiple platforms.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

Chad Norling is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with AdvisorNet Wealth Partners and has held roles at Executive Financial Services, Inc. since 1997, as well as at Cetera and Cetera Wealth Services. Outside of advising, he serves as president of Norling Financial Services. 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, ETFs, and may allocate to sub-advisors or internal model portfolios.

David Bakker is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she serves as a basketball official for the Minneapolis Parks and Recreation Board. The Oak Ridge Financial Services Group 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 through RBC Capital Markets, with a focus on non-discretionary management and periodic portfolio reviews.

Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves 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, and provides integrated advisory, tax, and insurance services through its affiliated companies.

Justin Gervais is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at AdvisorNet Wealth Partners. He has worked at firms including RBC Capital Markets and City National Bank. Outside of advising, he is involved in property maintenance through GHS Development LLC. 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 may utilize sub-advisors or internal model portfolios to meet client objectives.

Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. 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, employing proprietary long-term investment strategies with fundamental analysis.

Brent Field is a CFA® charterholder with 12 years of industry experience and holds a Series 63 license. He has been with Northrock Partners, LLC since 2006. 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 that includes broad asset allocation, diversification, and periodic rebalancing across public and private market strategies.

Lisa Greely is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments and Independent Financial Group. In addition to her advisory role, she owns and operates A&G Tax Services, LLC, providing tax preparation and filing services. 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, and income tax planning, using proprietary long-term investment strategies developed by an Investment Committee.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Mark Pletts is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Waypoint Capital Advisors, LLC for nine years. Outside of his advisory work, he serves as a board and executive committee member for Matter NGO, a nonprofit focused on community improvement. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Jerod Ewing is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial, TIAA-CREF, and Scottrade. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, utilizing quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Bryan Schuenemann is a financial advisor with Prime Capital Financial holding the ChFC® designation and Series 63 license, with 23 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Cambridge Investment Research Inc for five years. He is a member of several regional manufacturing associations and financial planning councils. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies with discretionary and non-discretionary management and provides integrated tax advisory and reporting services.

Jon Kennedy is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, he worked for nine years at Waypoint Capital Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Kathryn Hauck is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. She has previously worked at LPL Financial LLC, State Farm, and Wealth Enhancement Group. Outside of her advisory role, she is a yoga instructor. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and offers various program options including wrap, ETF-focused, and model-based solutions.