Steven Nelson is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Principal Advised Services since 2024 and concurrently held roles at Principal Financial Services and Principal Life Insurance Company since 2021. Prior to that, he was with Wells Fargo Clearing Services for three years. 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 combines third-party methodologies and proprietary models, and its affiliation with Principal Financial Group provides access to proprietary products and integrated operational resources.

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.

Alissa Tinklenberg is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and two years of industry experience. She previously worked at Northwestern Mutual and has experience at Cargill, Optum, and CliftonLarsonAllen. Outside of her advisory role, she is involved with the Hopkins Hurricanes. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charities, offering personalized investment advisory and financial planning services. The firm emphasizes coordination with other professionals for estate planning and provides detailed operational disclosures to enhance client transparency.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Anthony Gruba is a financial advisor with Associated Investment Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and he was involved with Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm uses a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis.

Jay Dworsky is a financial advisor at ON Investment Management Co. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ONIMCO since 2013. Outside of his advisory role, he serves on the board of Fraser, a nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary advisory relationships.

Timothy Sigstad is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary services.

Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies primarily managed on a discretionary basis.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, he serves as treasurer for Faith Homes, a Bloomington-based real estate organization, and works as a Medicare agent with the LeClair Group. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, incorporates risk-mitigation strategies, and allocates to third-party managers and UMA platforms.

Steven Kittay is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to joining Oak Ridge in 2022, he worked at UBS Financial Services from 1995 to 2022. 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.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential. She joined the firm in 2025 and has less than one year of industry experience. Prior to her advisory role, she was a full-time student for over two decades. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Richard Vasterling is a CFP® professional with 28 years of industry experience. He is currently with Larson Financial Group, LLC, where he has worked since 2021. His prior experience includes firms such as Larson Wealth Partners, Comprehensive Asset Management & Servicing, Inc., and Counsel Wealth Management. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting for individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches and uses a blend of model portfolios and custom discretionary programs.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services.

Zechariah Schaefer is a financial advisor at Focus Financial with the CFP® designation and six years of industry experience. He is the owner and tax preparer of Ascent Tax Services LLC and works as an instructor for insurance and financial industry training courses through Kaplan Financial. In addition to his advisory role, he creates and sells artwork as a sole proprietor. Focus Financial serves a diverse range of clients including individual investors, retirement plans, trusts, estates, and corporate entities, offering personalized investment management and financial planning services. The firm emphasizes coordination with other professionals for estate planning and related legal or tax implementation.

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 at firms including Cetera and Questar Asset Management. Townsend is also an insurance agent, selling life, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors to implement client objectives.