Dylan Merchant is a Series 66 licensed advisor with five years of industry experience, currently with AdvisorNet Wealth Partners. He has held positions at Advanced Retirement Resources and Equitable Advisors, and previously worked at the University of Redlands and Troy Burne Golf Club. Outside of his advisory role, he is a sales associate with Realty Benefit Services, involved in tax account program sales. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a range of clients including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal models to meet client objectives.

Hanna Rask is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 12 years of industry experience. She previously worked at Northwestern Mutual and LPL Financial. 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 combination of in-house strategies and third-party managers.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. 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 with an emphasis on coordination with legal and tax professionals for comprehensive estate planning and related services.

Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to client needs.

Kaylee Mc Clellan is a CFP® professional with four years of industry experience currently with Great Valley Advisor Group, LLC. She previously worked at Ameriprise and LPL Financial. Outside of her advisory role, she is involved with Studio Third LLC, a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across wrap and non-wrap programs.

Stephanie Rossi is a CFP® professional with 26 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2012. She is based in Bloomington, MN, and is part of a multi-team firm with 29 advisors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and retirement plan consulting, employing a team-based approach and a range of investment strategies involving equities, fixed income, mutual funds, and ETFs.

Michael Jacobson is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Focus Financial Network and its affiliated firm OSAIC since 1996. Outside of his advisory role, he owns Jacobson Financial Group, Inc., a non-investment business entity. Focus Financial Network 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, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Roger Anderson is a CFP® with 41 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His prior experience includes roles at United Planners Financial Services and LPL Financial, among others. Anderson also operates Roger A Anderson Inc., a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, 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.

Tyler Jordan Taylor is a financial advisor with Foundations Investment Advisors LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Brookstone Capital Management and operates Husbear Events LLC, providing event planning and DJ services. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a mix of fundamental, technical, and cyclical analysis to tailor advice and manage investments.

Joanna Franek is a financial advisor at Thrivent Advisor Network, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and James Elvestrom. She also serves as Director of Operations for an affiliated RIA firm within the Thrivent Advisor Network. Thrivent Advisor Network provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing a range of investment vehicles and both discretionary and non-discretionary portfolio management.

Daniel Harrington is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 17 years of industry experience. He has served at AdvisorNet Wealth Partners since 2012 and at Cetera Wealth Services since 2013. Harrington is also involved in community activities as a volunteer with Presbyterian Homes & Services, where he engages with men's groups on non-investment topics. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management strategies.

Peter Strandt is a financial advisor at Global View Capital Management LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies such as Street Fleet Courier and LPL Enterprise LLC. Outside of finance, he has been involved with several entrepreneurial and service-oriented businesses, including Northern Lights - Christmas & Holiday Lighting Professionals and Pete's Washing Services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house algorithmic research platform and offers multiple program options including a Personalized Managed Account Program and a low-cost ETF-only option.

Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.

Craig Johnson is a financial advisor with ON Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years. Outside of his advisory role, Johnson serves on the board of the Minnesota Valley Country Club. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors using both discretionary and non-discretionary investment approaches.

Elizabeth Villalta is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Focus Financial since 2012 and also holds a resident insurance producer license for accident, life, and health, which she maintains through continuing education for use in her review of insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

John Rusciano is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Northwestern Mutual and Purshe Kaplan Sterling Investments before joining Summit Financial in 2025. Outside of his advisory work, he co-authored a book on career management titled *Fire Yourself!* and serves on the board of directors for the Highland Oaks Homeowners Association. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Scott Bradbury is a financial advisor at Balefire, LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including Princor Financial Services Corp and Principal Life Insurance Co. Bradbury is also a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, where he provides financial advice and education for 401(k) participants. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management and financial planning. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Brendan O’Rourke is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding the CFP® designation and Series 65 and Series 63 licenses with 11 years of industry experience. His previous roles include positions at Kestra Advisory, Charles Schwab, and Morgan Stanley. He is the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management entity used for marketing and tax purposes. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutions, serving both non-high-net-worth and high-net-worth clients. The firm offers customized portfolio management and comprehensive planning, utilizing both discretionary and non-discretionary approaches and engaging a variety of third-party managers alongside in-house models.

Casey Anderson is a CFP® with 14 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen LLP since 2014 and with CliftonLarsonAllen Wealth Advisors, LLC since 2006. Anderson is also a principal of CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, combining active and passive investment vehicles, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.