Grace Hennen is a financial advisor at Savvy with two years of industry experience and holds a Series 66 designation. She has worked at several firms including Osaic Wealth Inc and Focus Financial Network Inc. Outside of her advisory role, she is a Financial Planning Associate at Perspective 6 Wealth Advisers, providing financial planning services under a marketing name. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools and specialized strategies.

Aaron Peloquin is a CFP® professional based in Minneapolis, MN, with eight years of industry experience. He currently works at Savvy and has prior experience with firms including DFPG Investments, Strong Tower Advisory Services, and Cetera Advisor Networks. Peloquin serves as treasurer for Fishing with Vets and is a board member of the American Cancer Society of Minnesota. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Patrick Kulzer is a financial advisor at Gradient Securities, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at CRI Securities and Minnesota Life Insurance Company for 24 years, as well as at Cetera and Cetera Advisor Networks. He also owns Growth Consulting, LLC, which provides management consulting services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers to support client portfolios.

David Finch is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years at Ameriprise Financial Services and Ameriprise Advisor Services. 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 Packard is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Packerland in 2022, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, Packard is involved in tax preparation and works as an independent insurance agent, as well as providing care for a disabled child. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing the Hilltop-cleared Envestnet platform to deliver diversified investment solutions.

Thomas Stoltman is a financial advisor with Brookwood Investment Group and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at several firms, including Redwood Private Wealth LLC and Regal Investment Advisors. In addition to his advisory roles, he is the managing director of Redwood Tax Specialists and works as an independent insurance agent. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of investment strategies and supporting negotiable advisor-level fee arrangements.

Jeffery Bird is a financial advisor with M HOLDINGS SECURITIES, Inc. in Minneapolis, MN, holding ChFC® and Series 63 credentials and bringing 39 years of industry experience. His work history includes roles at Winged Keel Group, LLC and NBW Insurance Group. Outside of his advisory work, he serves as president of Hope Farm School, an inner-city ministry focused on supporting underprivileged youth. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a national network of independent firms and professionals. The firm provides a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using platform providers and sub-advisory arrangements to support its offerings.

Mark Fenlon is a CFA® charterholder with over 32 years of experience in the financial industry. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2019, following positions at Schenck Investment Solutions, Cleary Gull Advisors, and Johnson Bank. He also serves as a principal of CliftonLarsonAllen LLP and is a non-paid board director at Collidion, Inc., a healthcare company focused on drug and medical device development. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporations, institutions, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and integrated multidisciplinary planning with its parent firm, CliftonLarsonAllen LLP.

Derek Hartman is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise, and Aqua Freedom LLC. 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, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.

Peter Hoff is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and nine years of industry experience. He has been with NorthRock Partners since 2016. Hoff serves as a director of the Park Region Telephone Cooperative in Underwood, MN. 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 investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market allocations where appropriate.

Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.

Bruce Ensrud is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes roles at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Ensrud serves on the boards of several nonprofits, including Every Meal, The Collegeville Institute, and Mount Olivet Rolling Acres, providing advice on governance and organizational strategy. Thrivent Advisor Network, LLC delivers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios with low-cost mutual funds and ETFs.

Phoebe Bird is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Clearpath Wealth Advisors, OSAIC, Everest Financial Group, Securities America, Charles Schwab, and Great Waters Financial. Outside of her advisory role, she is also an insurance agent in Minnetonka, MN. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services 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 strategies.

Justin Stokes is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 66 designation. He has experience working across various roles within Van Clemens entities since 2025 and previously spent 26 years at Cirrus Aircraft. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering customized portfolio management and retirement plan consulting. The firm utilizes a range of methods including modern portfolio theory and employs third-party managers across multiple platforms while also offering an in-house Growth Opportunities model focused on micro- and small-cap equities.

Renata Krieger is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Berger Financial Group, she held roles at Bethel University, Life Time Inc., Northwestern Mutual, North Central University, Western Racquet Club, and Pewaukee High School. 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 long-term investment strategies developed by its Investment Committee.

Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.

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® with over 33 years of experience in the financial services industry. She is affiliated with Capital Analysts and holds roles with multiple firms, including Bryan Ventures, Lincoln Investment, Aag Securities, and United Brokerage Services, where she serves as Vice President of Marketing. In that capacity, she works with insurance companies on annuity and life sales as well as recruiting and marketing support. Capital Analysts serves retail and institutional clients such as high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and in-house investment management.

Elizabeth Odegaard is a financial advisor with 16 years of industry experience, currently affiliated with 49 Financial. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Thrivent Financial. Outside of her advisory work, she is a member-owner of a cooperative brewery in Minneapolis. 49 Financial provides financial planning, retirement-plan consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and trusts. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside access to third-party managers.

Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 designations and has 20 years of industry experience. Cooney has been with Berthel Fisher since 2007 and also works with BFC Planning, Inc. Outside of advising, she manages office operations and marketing for Evergreen Financial Group and works as a shopper for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and delivery models tailored to client needs.