Steven Neutzling is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently works at CliftonLarsonAllen Wealth Advisors, LLC, where he has been since 2017, following prior roles including a position at Lyft. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and third-party programs, integrating multidisciplinary planning resources from its parent company, CliftonLarsonAllen LLP.

Thomas Walsh is a CFP® professional with nine years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He is part of a firm with a long-standing presence since 1990 and a team of 18 advisors. Fiduciary Counselling Inc. provides investment advisory services to individuals, trusts, charitable organizations, corporations, and related family entities, offering both discretionary and non-discretionary portfolio management alongside accounting, tax, estate planning, and administrative services. The firm utilizes modern portfolio theory and a combination of registered and private investment vehicles, supported by integrated trust company services and subadvisory relationships.

Hugh Dillon is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, including 23 years with Oak Ridge. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, serving clients through both discretionary and non-discretionary account management.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Lucas Auger is a CFP®-certified financial advisor with eight years of industry experience, currently with Berger Financial Group in Plymouth, MN. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, New York Life Insurance Co., and Red Square. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management and comprehensive financial planning. The firm employs long-term, fundamental analysis-based investment strategies managed primarily on a discretionary basis with periodic client reviews.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

David Goldenberg is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His prior roles include positions at Feltl Advisors, Feltl and Company, Robert Baird & Co., and Wells Fargo Investments. Outside of finance, he owns an office cleaning service, Comm Clean Services, operating in Plymouth, MN. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, with a significant portion of assets managed on a non-discretionary basis.

Matthew Hoekstra is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 license and 10 years of industry experience. His career includes roles at Cetera, Stewards Planning Group, and Avantax, among others. Outside of his advisory work, he serves on the board of Central Minnesota Christian School, participating in governance and policy-setting for the institution. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary portfolio management combined with regular client reviews.

Marie Kata is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Edina, MN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with LaSalle St. Investment Advisors since 2006 and has been affiliated with LaSalle St. Securities since 2001. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable focus on non-discretionary asset management.

Justin Dering is a CFP® professional with 22 years of industry experience. He has been with Mutual Advisors, LLC since 2018 and previously worked at Fortune Financial, Integrated Equity Management, Inc., and Minnesota Life Insurance Company. Outside of his advisory role, he is a partner in the Peak Design Lifecycle Partnership, which manages a life insurance policy related to Peak Design’s ownership transition. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, qualified purchasers, and institutions. The firm offers a range of advisory services and manages portfolios using both active and passive strategies, emphasizing diversification and alignment with client objectives.

Kyle Molin is a CFP® professional with 28 years of experience in financial advisory services. He is currently with Thrivent Advisor Network, LLC and has worked extensively within Thrivent-affiliated firms since 2002. Outside of his advisory role, Molin serves as treasurer and board member for the Mount Westonka Girls Hockey Booster Club. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, using diversified investment approaches that include mutual funds, ETFs, individual securities, and alternative investments.

Eric Kallal is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 63 license and 13 years of industry experience. He has worked with firms including Cetera and Executive Financial Services, Inc., and is president and owner of ESK Financial. Kallal also sells life, health, disability, annuities, and long-term care insurance. 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 use sub-advisors or internal model portfolios to meet client objectives.

Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Michael Ross is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 66 and Series 63 registrations and bringing 41 years of industry experience. He has been with Van Clemens & Co., Inc. since 2002 and transitioned to Van Clemens Wealth Management in 2026. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of wealth levels. The firm customizes portfolios based on clients’ objectives and risk tolerance, utilizing modern portfolio theory, third-party managers, and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Joseph Gossett is a CFA® charterholder with eight years of industry experience. He has worked at NewEdge Wealth and NewEdge Securities LLC since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial services career, he was employed at Entrust DataCard Corporation for two years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools such as AI-assisted analytics.

Eric Hansen is a Series 65-licensed financial advisor with Berger Financial Group in Plymouth, MN, and has four years of industry experience. Prior to joining Berger Financial Group, he worked at Fresh Start Companies, Inc. for 19 years. 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 its Investment Committee.

James Donnelly is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Donnelly has been with Focus Financial Network and OSAIC since 2006. Outside of his advisory role, he serves as Vice-President for Membership of the Midland Toastmasters Club and is a member of his church’s musical ministry committee. He also serves as a trustee for a family trust and is an alumni board member of Hill-Murray School, where he participates in a Financial Fitness committee. 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.

Drew Sonnenberg is a financial advisor at O.N. Investment Management Company with Series 65 credentials and less than one year of industry experience. His background includes roles in the financial services sector as well as various positions related to hospitality and recreation. O.N. Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes a dual-registration model combining advisory and broker-dealer activities.

Robin Edgar is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2013. Outside of his advisory role, Edgar is involved in several business activities including ownership of a consulting and coaching firm focused on exit planning and business succession, participation on a University of Minnesota nonprofit board supporting MIS students, and engagement in health and wellness product distribution. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA plan services tailored to client objectives.

Chad Olson is a CFP® professional with 18 years of experience in financial planning. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and several other financial and divorce-related firms. Olson is co-owner of Simplify My Divorce, a business providing divorce education through articles and videos, and part owner of Xbrezzo, LLC, which develops automated tools and software for divorce professionals. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management to a wide range of clients.