Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Timothy Jenneke is a CFP® professional with 25 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of advising, he is a partner in ELMOBE LLC, an entity established to manage business expenses for his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans via a multi-team structure. The firm emphasizes diversified, long-term portfolio construction using low-cost mutual funds, ETFs, and other investment vehicles, while offering both internal management and independent manager options.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

James Walsh is a CFP® professional with 38 years of experience, currently advising clients at Focus Financial. He has been with Focus Financial Network and OSAIC since 1996. Outside of advisory services, he is the owner of Walsh Financial Management Inc., where he manages the business operations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services, emphasizing collaboration with other professionals for estate planning and related legal or tax matters.

Antony Hallada is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of CliftonLarsonAllen LLP. 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Shelby St Martin is a financial advisor at JNBA Financial Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BlueStem Wealth Partners and in roles outside finance, including positions at Ceramic Industrial Coatings and Rush Creek Golf Club. Shelby also has experience at the University of Nebraska - Lincoln. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm uses a multi-asset investment approach combining equities, fixed income, mutual funds, ETFs, and covered-call strategies, and integrates both fundamental and technical analysis with AI tools and human review.

Drew Bergstrom is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Financial. His prior work includes roles at OSAIC and Royal Alliance Associates, INC., as well as experience in manufacturing and at the University of Minnesota Duluth. He also holds ownership in an investment-related LLC and serves as a corporate secretary providing employee feedback to management. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering both discretionary and non-discretionary managed accounts along with retirement plan consulting and financial planning services.

Michele Martin is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. She currently serves as President of Prosperity - An EisnerAmper Company and has held roles at multiple wealth management firms since 2014. Martin is a board member at St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach focused on asset allocation and diversification, managing approximately $5 billion in client assets and utilizing third-party independent managers and technology platforms to support its services.

Jeffery Zimmerman is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial and its affiliated entity OSAIC since 2011. Outside of advisory work, he has served as a business development manager focused on training and transitioning new advisors and staff, and holds a trustee role managing estate trust disbursements. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporations. The firm offers personalized advisory services encompassing portfolio management, asset allocation, and estate planning coordination, supporting both discretionary and non-discretionary management through various investment platforms.

Shawn Larson is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnoff Farm, which engages in farming and land conservation. 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 equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

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.

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His work history includes roles at Cetera and Cetera Wealth Services, and he has operated Webskowski Accounting for two decades. Outside of advising, he owns a debt management counseling business and is a CPA involved in tax preparation and representation, as well as an author of a tax-related book. 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 equities, fixed income, mutual funds, ETFs, and external sub-advisors, offering both discretionary and non-discretionary management across a range of fee structures.

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.

Cameron Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes through dedicated investment teams and offers both discretionary and non-discretionary portfolio management.

Daniel Steffes is a financial advisor at The Oak Ridge Financial Services Group, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience. His prior work includes roles at Hilltop Securities Inc. from 2019 to 2023 and Ameriprise Financial Services, Inc. from 2009 to 2019. 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.

Laura Chinander is a CFP® professional at CX Institutional, LLC in Bloomington, MN, with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2024. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and offers thematic and specialized investment strategies including artificial intelligence and blockchain portfolios.

Brian Kruse is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with NorthRock Partners since 2013. Kruse maintains current Minnesota insurance licenses. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, incorporating private market investments and AI tools to support tax-aware investing and portfolio monitoring.

Richard Chaffee Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. and Chaffee & Associates, holding the ChFC® and Series 63 designations. He has 53 years of industry experience, including 17 years with M HOLDINGS SECURITIES and over 21 years managing his own firm, Chaffee & Associates, where he serves as CEO. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of portfolio management by Financial Professionals and third-party sub-advisors.