Frank Rezack is a financial advisor with BFC PLANNING, Inc. in Rosemount, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2012. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies with an emphasis on client-specific fee structures and operational practices.

Zechariah Schaefer is a CFP® and registered investment advisor with Focus Financial, based in Minneapolis, MN, bringing five years of industry experience. He has worked at various firms including OSAIC and Kaplan Financial Education, where he serves as an instructor for insurance and financial industry training courses. Additionally, he owns and operates Ascent Tax Services LLC, providing tax preparation services, and engages in creating and selling artwork. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized advisory services that include portfolio management, retirement plan consulting, and coordination with legal and tax professionals for estate planning.

Michael Townsend is a financial advisor at Advisornet Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Wealth Services and Questar Asset Management. Townsend also serves as an insurance agent, selling life, annuities, and long-term care products. 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 uses diversified portfolios and various management approaches to implement client objectives.

Rachelle Nelko is a financial advisor with Capital Analysts in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Lincoln Investment since 2010 and has been involved with Aag Securities, Inc. and United Brokerage Services, Inc. since the mid-1990s. Nelko also serves as president of United Brokerage Services, where she manages various operational roles and provides insurance services including life, annuities, and Medicare plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management, advisor-managed models, and ERISA retirement plan advisory services. The firm’s investment decisions are guided by an in-house research team and include access to third-party managers, with a business model that supports advisors providing additional services such as insurance alongside advisory offerings.

Liddy Achter is a financial advisor at Fiduciary Counselling Inc. with 20 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc. for eight years before joining her current firm in 2020. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering both discretionary and non-discretionary investment advisory services alongside accounting, tax, estate planning, and administrative support. The firm utilizes written investment policy statements and model portfolios based on asset allocation and capital market assumptions, and it maintains unique relationships with affiliated trust and investment management companies.

David Sloan is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing eight years of industry experience. He has worked at Geneos Wealth Management and Sonnenfeld Financial, and currently operates Sloan Financial Solutions LLC. Outside of advising, he is an independent representative for fixed insurance sales and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, managing over $5.5 billion in client assets as of the end of 2024.

Robert Smrekar is a CFP® professional with 20 years of experience in financial advising. He has worked at Berger Financial Group since 2020, following a four-year tenure at Cambridge Investment Research Advisors. In addition to his advisory role, Smrekar is an independent insurance agent, providing insurance services to clients. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial planning, tax planning, succession planning, and retirement-plan consulting, utilizing proprietary, long-term investment strategies developed by its Investment Committee.

Andrew Lang is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 2010. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm uses written investment policy statements and model portfolios based on asset allocation and capital market assumptions, integrating modern portfolio theory with a mix of registered and private investment vehicles.

Christian Nielsen is a CFA® charterholder with 12 years of industry experience. He has been with Fiduciary Counselling Inc. since 2011. The firm advises individuals, trusts, charitable organizations, corporations, and related entities, offering investment advisory services alongside accounting, tax, estate planning, and administrative support. Fiduciary Counselling implements client portfolios based on asset allocation and capital market assumptions, conducting manager due diligence and portfolio administration while maintaining close relationships with affiliated trust and investment companies.

Gregory Grunsted is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Feltl & Company for 15 years before joining Van Clemens & Co., Inc. in 2017 and its affiliated firm since 2023. Outside of his advisory role, he volunteers with the Minnesota Orchestra Association, making outreach calls to patrons and donors. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance and uses a blend of modern portfolio theory along with fundamental and technical analysis in its investment strategies.

Andrea Schrieffer is a CFP® and ChFC® affiliated with Great Valley Advisor Group, LLC, with 18 years of experience in the financial services industry. She has held roles at LPL Financial, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Management. 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 combination of in-house strategies and third-party managers across various platforms.

Jeffrey Sellner is a Series 65 licensed advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2018. He has a total of seven years of industry experience and has been a Principal with CliftonLarsonAllen LLP since 1998. 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 utilizes a strategic asset allocation approach with model portfolios, combining active and passive investment vehicles, and coordinates planning through integrated wealth, tax, estate, and insurance professionals across its parent organization.

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and other strategies, delivering advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives and risk tolerances.

Scott Mullinix is a Senior Financial Advisor and Investment Director at Focus Financial with 23 years of industry experience. He has been with Focus Financial Network, Inc. since 2017 and previously worked at TIAA CREF. Mullinix is also a partner in Bergstrom Financial Group LLC and president of Mullinix Investment Management LLC. 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 account services, retirement plan consulting, and financial planning.

John Oberg is a CFP® professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1992. Fiduciary Counselling Inc. advises individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory services alongside accounting, tax, estate planning, trust and charitable administration, and various administrative offerings. The firm employs a structured investment approach based on written policy statements, asset allocation, and capital market assumptions, and operates in conjunction with affiliated trust and investment management companies.

Casey Arends is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation. He joined the firm in 2026 and has prior work experience at Fairview Health Services beginning in 2015. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional investment management with digital-asset advisory services and offers specialized services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Yuejiao Wang is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. Wang has worked in the financial industry since 2014, with previous experience at National Agents Alliance and Pro and Trust/Partners Life. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing a range of investment strategies and third-party platforms.

Joan Carroll is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and is also involved in managing Carroll Property Management, a business she owns jointly with her husband. Additionally, she serves as a board member for the Wisconsin Rapids Convention and Visitors Bureau. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and integrates multidisciplinary planning through collaboration with CliftonLarsonAllen LLP.

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Jeffrey Mc Ginley is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Cetera Advisor Networks LLC. He operates out of Minneapolis, MN, and divides his time between serving as an investment advisor representative and a registered representative. Thrivent Advisor Network, LLC provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm focuses on long-term, customized asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.