Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. 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, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.

Gregory Petrie is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Peak Brokerage Services. Outside of finance, he is a band member of the Accomplice cover band. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves 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, offering integrated advisory, tax, and insurance services through affiliated entities.

Karly Wakely is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently an advisor at The Mather Group, LLC, having joined in 2025. Her prior roles include positions at Fisher Investments and Marks Group Wealth Management. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates third-party AI tools under human oversight.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and combines advisory, tax/accounting, and insurance services through affiliated entities.

Cory Beam is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Root Financial Partners and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and Fisher Investments. Beam serves as an officer in the United States Army Reserves. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers specialized portfolio options alongside educational programming and online academies.

Thomas Pargett is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Boulay Wealth and has held prior roles at firms including Carson Group, BerganKDV Wealth Management, Creative Planning, TD Ameritrade, UBS Financial Services, and Waddell & Reed. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, combining advisory services with integrated tax, accounting, and insurance offerings through affiliated firms.

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.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. 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 integrates advisory, tax/accounting, and insurance services through affiliated firms.

Dylan Fisher is a financial advisor with CreativeOne Securities, LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Western Lakes Financial and Emery's Lawn Care & Roll-Offs. Outside of financial services, he works as a marketing and SEO specialist for 3 Plains Outdoor Marketing & Design and serves as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.

Timothy Brown is a CFP® and CFA® with 14 years of experience in financial advising. He began his career at Brown Wealth Management, LLC, which he owned and operated for 23 years before joining Mission Wealth Management, LP. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm utilizes a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios including alternative investments and offering both discretionary and client-directed account arrangements.

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.

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.

Aidan Chacon is a CFP® with two years of industry experience, currently advising clients at Boulay Wealth. Prior to joining Boulay, he worked at Orgel Wealth Management and has experience in educational roles at the University of Wisconsin, Eau Claire, and local schools. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by an integrated service structure including affiliated accounting and insurance firms.

Jeffrey Bruce is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, following a brief tenure at Ameriprise in 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that provide managed portfolios, non-discretionary advice, and investment education. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and focuses on asset allocation, contribution rates, and retirement timing guidance.

Kyle Schrieffer is a CFP®, CFA®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following prior roles at Ameriprise Financial Services and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Peter Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and having 24 years of industry experience. He has worked with Guardian Life and its affiliates since 2006 and is currently also affiliated with Park Avenue Securities. Outside of his advisory role, he serves as a trustee for a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Matthew Hand is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 10 years of industry experience. He has previously worked at GWM Advisors, LLC (GSH Asset Management), LPL Financial, and Investment Centers of America, Inc. Hand provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on centralized due diligence, ongoing manager monitoring, and the use of technology to support advisors and clients.

Upasana Khandelwal is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she creates and sells art pieces through a personal venture named Kraft Bazzar. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advisory programs.