Joseph Dieckhaus is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. He has 19 years of industry experience and previously worked with firms including LPL Financial and Riversource Distributors Inc. He also serves as Chief Compliance Officer for Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers model implementation, research, and account administration solutions.

Courtney Swayze is a financial advisor at JNBA Financial Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked at JNBA Financial Advisors since 2021. Prior to that, her career included roles at Coleman & Associates and Lost Larson, as well as entrepreneurial experience with The Sweet Retreat Cupcake Boutique. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, retirement plans, trusts, estates, and family office clients. The firm employs a multi-asset investment approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, and integrates AI tools alongside human oversight in portfolio management.

Blake Paurus is a financial advisor with Berger Financial Group in Plymouth, MN. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is involved with the Legacy Hoops Basketball Academy. 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, tax planning, and succession planning, delivering investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee.

Jenna Wolff is an investment advisor representative with Thrivent Advisor Network, LLC and Thrivent Investment Management, Inc., holding a Series 66 designation and three years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments and Ameriprise, and previously taught at public schools in Minnesota. Outside of her advisory role, Wolff works as a banquet server at Woodhill Country Club. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm emphasizes long-term, diversified portfolios typically constructed with low-cost mutual funds and ETFs, while also supporting alternative investment strategies and ongoing account monitoring.

Christopher Mongeon is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc., among other firms. Mongeon is an owner and vice president of Ernst & Andrew, LLC and Storyline, LLC, where he provides leadership and strategic direction. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs diversified portfolio construction using low-cost mutual funds and ETFs, alongside other investments, and provides ongoing portfolio management, financial planning, and access to independent managers.

Ryan Bodin is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Vanderbilt Advisory Services and has held various roles including ownership of Total Benefit Solutions, Inc. and serving as Chair of the Board for the Meningioma Brain Tumor Network. Bodin also coordinates the Lake Side Networking Group, which facilitates professional referrals among its members. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a mix of fundamental, technical, and charting analysis, supported by integrated retirement-plan and benefits consulting capabilities.

Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.

Sadie Bresnahan is a Series 66 licensed financial advisor with two years of industry experience, currently with OnePoint BFG Wealth Partners in Minneapolis, MN. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and work associated with several individual advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific investment strategies, and integrates technology and operational outsourcing in its service delivery.

Jack Radford is a CFP® professional with nine years at NorthRock Partners, LLC and three years of industry experience. Prior to joining NorthRock Partners, he worked at Wells Fargo and studied at the University of Minnesota - Duluth. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and the use of independent managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. CliftonLarsonAllen Wealth Advisors 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’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.

Scott Streed is a financial advisor with Focus Financial and holds the CFP® and Series 63 designations. He has 38 years of industry experience and has been with Focus Financial Network, Inc. since 2009. Outside of advisory work, he serves as president of Vogel Investment Planning, an S-Corp established for tax purposes related to his securities business. Focus Financial Network, Inc. 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 managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Marquesen Ryan is a Series 66-registered financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. Prior to joining JNBA Financial Advisors, Ryan worked at Professional Planning Group and held positions in various industries including education and hospitality. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and select family office clients. The firm employs multi-asset portfolios using equities, fixed income, mutual funds, ETFs, and covered-call strategies, integrating fundamental and technical analysis alongside AI tools within a formal oversight framework.

Robert Overby is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Oak Ridge Financial Services Inc. since 2004. Outside of finance, he owns Michelangelo Putting Greens Inc., a non-investment-related business. 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.

David Brouillette is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial and Securities America Advisors, Inc., with a combined tenure of over two decades. Brouillette is also a licensed agent selling fixed and life insurance products. Great Valley Advisor Group is an SEC-registered, multi-team 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 mix of in-house strategies and third-party managers to provide individualized portfolio construction and ongoing oversight.

Brian Barrett is a CFP® professional with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. He maintains an active Illinois insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human review.

Seth Meisler is a CFP® and CFA® with 16 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Shefa Wealth Advisors, CCG Wealth Management, Private Client Services, CETERA Advisor Networks, and Affiance Financial. He serves on the board of directors and finance committee for Six Points Theater and is a Chapter President of the American Financial Education Alliance, where he conducts financial literacy workshops. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers separately managed accounts, sub-advisory services, and retirement plan solutions.

James Kallstrom is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including 13 years with The Oak Ridge Financial Services Group. 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 focus on both discretionary and non-discretionary account management.

Michael Branch is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Focus Financial Network Inc. and OSAIC since 1995. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

David Weinbach is a CFP® with 33 years of industry experience currently with AdvisorNet Wealth Partners. He has led Weinbach Investment Management LLC since 2013 and has been affiliated with Advisornet Financial, Inc. during the same period. Outside of his advisory work, he serves as a high school basketball official and participates in sponsored pickleball tournaments. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, combining discretionary and non-discretionary management tailored to client objectives.

Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.