Ross Middleton is a financial advisor at On Investment Management Company with 28 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based financial planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.

Rebekah Quinlan is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Everest Financial Group and Securities America, Inc. Quinlan is also involved with NGC Global Wealth Management, an investment-related business in Minnetonka, MN. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis, incorporating both advisor-managed and third-party managed solutions.

Mary Beseke is a CFP®-designated financial advisor with Capital Analysts in Minneapolis, MN, bringing 33 years of industry experience. She has worked with Bryan Ventures, Lincoln Investment, Aag Securities, and United Brokerage Services throughout her career. In addition to her advisory role, she serves as Vice President of Marketing for United Brokerage Services, focusing on insurance services and recruited representatives. Capital Analysts serves a diverse clientele, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm utilizes an in-house investment management team and proprietary screening processes, and maintains close affiliations with Lincoln Investment and Pershing/BNY, managing approximately $8.8 billion across several hundred advisors.

Elizabeth Odegaard is a financial advisor at 49 Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Thrivent Investment Management. Outside of her advisory role, she is a member-owner of Broken Clock Brewing Cooperative, a local brewery in Minneapolis. 49 Financial serves a diverse client base ranging from individuals to corporations, offering services such as financial planning, investment management, and fractional family office solutions. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and oversees a multi-team advisory staff managing approximately $1.4 billion in assets.

Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. and holds Series 63 and Series 65 licenses. She has 19 years of industry experience and has been with Berthel Fisher since 2007. Prior to her current role, she was an operations manager at Evergreen Financial Group and has experience selling health and life insurance. Additionally, she has worked as a shopper and delivery provider for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of management and consulting platforms tailored to client needs, including discretionary and non-discretionary management, third-party money manager arrangements, and variable annuity sub-account management.

Alissa Tinklenberg is a financial advisor at Focus Financial with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she has been involved with Hopkins Hurricanes since 2024. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and financial planning through various management and platform options, emphasizing coordination with other professionals for estate planning and detailed operational disclosures.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Anthony Gruba is a financial advisor with Associated Investment Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and he was involved with Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm uses a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis.

Jay Dworsky is a financial advisor with On Investment Management Company in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with The O.N. Equity Sales Company, Wisconsin Financial Advisors, LLC, Ohio National Financial Services, and operates the Dworsky Agency. Outside of his advisory role, he serves as a board member of Fraser, where he contributes to discussions on financial and operational matters. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs that include fee-based planning, third-party investment options, and managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Timothy Sigstad is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has previously worked with Cetera and Caissa Wealth Strategies. In addition to his advisory role, he is involved part-time as a realtor assisting a family real estate team. 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, and ETFs, and offers both discretionary and non-discretionary management services.

Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies primarily managed on a discretionary basis.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He has previously worked at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of advising, he serves as treasurer for Faith Homes and works as a Medicare agent helping clients assess and enroll in Medicare plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Steven Kittay is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 27 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential. She joined the firm in 2025 and has less than one year of industry experience. Prior to her advisory role, she was a full-time student for over two decades. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. 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, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Alexander Chan is a financial advisor with Avantax Planning Partners, Inc. based in Saint Paul, MN, holding a Series 66 credential and over 20 years of industry experience. His career includes prior roles at Cetera-affiliated firms, H-Beck, CRI Securities, and Securian Financial Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. Focus Financial Network 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, retirement consulting, and financial planning services.