Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously spent ten years at Christensen Fonder Dardi PLLC and is also the principal attorney and owner of Jacobson Estate Law PLLC, where he handles estate planning and related legal matters. Focus Financial Network manages approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and integrated resources within the broader Thrivent group.

Andrew Sherwin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Belpointe Asset Management LLC since 2019 and is also involved with American Heritage Group, LLC, focusing on insurance sales and services. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and co- or sub-advisory relationships.

Kristi Remus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Minnetonka, MN, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with La Salle St. Securities, Inc. since 1998 and is also affiliated with Bridgewater Bank, where she has been involved for 29 years. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves 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, offering integrated advisory, tax, and insurance services through affiliated entities.

Patrick Lundy is a CFP® professional with 38 years of industry experience. He has been with The Oak Ridge Financial Services Group, Inc. since 2016. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and written financial plans, with a primary focus on non-discretionary account management and thorough due diligence of third-party managers.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Karly Wakely is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently an advisor at The Mather Group, LLC, having joined in 2025. Her prior roles include positions at Fisher Investments and Marks Group Wealth Management. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates third-party AI tools under human oversight.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Daniel Hunt is a financial advisor with RedHawk Wealth Advisors, Inc. in Bloomington, MN, holding a Series 65 designation and 17 years of industry experience. He has been with RedHawk Wealth Advisors since 2008. Outside of his advisory role, Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

David Schwandt is a CFP® and ChFC® with 40 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has worked at Cetera Advisor Networks and AdvisorNet Wealth Management for over a decade. Outside of advising, he is an attorney in Minneapolis and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC in Edina, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at LPL Financial and various divisions of Northwestern Mutual from 2010 through 2022. 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 and financial planning, employing a mix of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and combines advisory, tax/accounting, and insurance services through affiliated entities.

Benjamin Waples is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Waples’s current responsibilities include financial planning, asset management, and qualified retirement plan sales. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Simplicity Wealth in 2024, he worked with Advisors Resource LLC and The Leaders Group, Inc. Outside of his advisory work, Wohlwend is a partner in a non-investment-related business. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational solutions for advisers through its managed account platform.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

Mason Sheehy is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc., Principal Securities Inc, and Principal Life Insurance Company. Outside of advisory services, he is involved in acting, performing in feature films. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment solutions.

Sarah Morgan is an investment adviser representative with Focus Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Northwestern Mutual and has a background that includes client service and insurance product sales. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm combines personalized investment advice with coordination alongside outside professionals for estate and legal planning.

Chad Bester is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Innovation Partners LLC and Wells Fargo Advisors. Outside of his advisory role, he is involved as an investor in several restaurant ventures and serves as vice chair of the investment committee at Hamline University. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets. The firm provides services to individuals, retirement plans, trusts, estates, and business entities using model portfolios with tactical asset allocation, integrating third-party managers and incorporating insurance distribution and annuity servicing within its advisory services.

Sean Smith is a CFA® charterholder with 14 years of experience in financial advisory. He has been with Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management and investment advisory services to individuals, families, trusts, foundations, charitable organizations, retirement plans, and privately held businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee and offers portfolios built from ETFs, mutual funds, separately managed accounts, and private investment funds tailored to client objectives and risk tolerance.