Marie Kata is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LaSalle St. Investment Advisors since 2006 and LaSalle St Securities since 2001. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, including the LaSalle St. Asset Management Program (LAMP), third-party manager oversight, and a range of managed programs utilizing diverse asset classes.

Justin Dering is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. His prior roles include positions at Fortune Financial, Integrated Equity Management, and Minnesota Life Insurance Company. He is a partner in a life insurance partnership related to Peak Design, a non-investment business activity. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Kyle Molin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Investment Management, Thrivent Financial for Lutherans, and Purshe Kaplan Sterling Investments. Outside of his advisory role, Molin serves as treasurer and board member for the Mount Westonka Girls Hockey Booster Board. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s long-term investment approach emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, with ongoing client account monitoring and a range of implementation options.

Triston Richert is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 credential with five years of industry experience. His prior roles include positions at AEI Fund Management, Inc. and the University of Minnesota Crookston. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Eric Kallal is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding a Series 63 designation and 13 years of industry experience. He has worked with Cetera and Executive Financial Services, Inc., in addition to his current role at Advisornet Wealth Partners. Kallal is also involved in multiple financial advisory activities including ownership of ESK Financial. 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 a range of investment vehicles and employs both discretionary and non-discretionary management strategies.

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.

Haralds Bondaris is a CFP®-designated financial advisor with Great Valley Advisor Group, LLC, bringing 18 years of industry experience. He has been with Great Valley Advisor Group since 2015 and has a longer tenure with LPL Financial dating back to 2007. Outside of his advisory work, Bondaris is a freelance drummer active in the Twin Cities, MN area. Great Valley Advisor Group is a multi-team SEC-registered 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, employing a combination of in-house strategies and third-party managers across various platforms.

Eric Hansen is a Series 65-registered advisor with Berger Financial Group, based in Plymouth, MN, and has three years of industry experience. Prior to joining Berger Financial Group, he worked for 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 offers discretionary wealth management and comprehensive financial planning, using proprietary long-term investment strategies developed by its Investment Committee.

Andrea Addo is a Series 65 licensed advisor with Avantax Planning Partners, Inc., based in Roseville, MN, and has five years of industry experience. She is also a Principal and Accountant at Olsen Thielen & Co., Ltd., a regional CPA firm, where she has worked since 2008. Andrea serves as a Finance Committee Member of True Friends, a nonprofit organization. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading and reporting.

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 Series 65-licensed advisor at O.N. Investment Management Company with one year of industry experience. His prior work background includes roles in financial services as well as various positions in hospitality and recreation. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a dual-registration model, offering both discretionary and non-discretionary investment programs and maintains broker-dealer activities alongside advisory services.

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 financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and having 18 years of industry experience. He has worked with multiple firms including Cetera and co-owns businesses related to divorce planning and education, such as Divorce Financially and Simplify My Divorce, as well as a meal-planning website focused on the Paleo diet. Olson also provides strategic input for fintech tools aimed at divorce professionals. Advisornet Wealth Partners offers investment management and financial planning services to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies and combines discretionary and non-discretionary management approaches to meet client objectives.

Gary Livingston is a ChFC® credentialed financial advisor with 43 years of industry experience. He is affiliated with On Investment Management CO and has worked at THE O.N. Equity Sales Company since 2002 and Fortis Investors, Inc. since 1995. Outside of his advisory work, he serves on the Economic Advisory Board for the City of Oakdale, providing guidance on economic growth issues. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs and offers both discretionary and non-discretionary managed account options.

Elizabeth Thayer is a CFP® with 24 years of industry experience, currently serving as a wealth advisor at Thrivent Advisor Network, LLC. Her career includes prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments, reflecting long-term involvement in financial advisory services. She is also a partner in an LLC that manages administrative expenses for her advisory business. Thrivent Advisor Network serves a diverse client base, including individuals, families, and institutions, managing approximately $6.8 billion in assets. The firm offers customized portfolio management and financial planning with an emphasis on diversified, low-cost investment strategies and uses both internal and external investment management resources.

Ava Nelson is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. Prior to joining Boulay Wealth, she worked at Boulay Financial Advisors and spent time at Madewell. Her background also includes four years of study at the University of Georgia. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, combining advisory, tax, and insurance services through its affiliated firms.

Timothy Kaley is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2017. In addition to his advisory role, Kaley is the owner of Kaley Financial Group, LLC, where he provides wealth management, retirement planning, and insurance sales. He is also a member of the Twin Cities North Chamber of Commerce. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm works with 169 advisors across 154 offices and employs a range of analytical tools to customize strategies, typically delivering portfolio services on a non-discretionary basis.

James Mertz is a CFP® with 44 years of experience in the financial industry. He is currently a financial advisor at Focus Financial Network and OSAIC, having previously worked at LPL Financial and SII Investments, Inc. Outside of his advisory role, he owns Mertz Wealth Strategies, a business focused on income tax preparation. Focus Financial Network 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, retirement plan consulting, and financial planning services.