Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently serving at AdvisorNet Wealth Partners. His background includes roles at Cetera Wealth Services and ownership of Webskowski Accounting. He is also involved in debt management counseling through his own business and is a published author of a tax-related book. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Cameron Johnson is a CFA charterholder with 14 years of experience in financial advising. He has been with Oxford Financial Group, LTD since 2011. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, operating primarily on a non-discretionary basis while also managing private pooled vehicles and direct-investment programs.

Daniel Steffes is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. 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 and access to third-party portfolio managers through RBC Capital Markets, with most accounts managed on a non-discretionary basis and subject to client approval.

Laura Chinander is a financial advisor at CX Institutional, LLC with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for one year each before joining CX Institutional. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and provides access to thematic and specialized investment strategies as well as technology-enabled consolidated reporting and tax-efficient asset location.

Brian Kruse is a financial advisor at Northrock Partners, LLC in Minneapolis, MN, with 14 years of industry experience and a Series 66 credential. He has been with Northrock Partners since 2013. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focusing on asset allocation, diversification, and rebalancing, offering both discretionary and non-discretionary management alongside various personal office services.

Richard Chaffee Jr. is a ChFC® credentialed financial advisor with 53 years of industry experience, currently associated with M Holdings Securities, Inc. since 2009. He is also the CEO of Chaffee & Associates, a firm he has led since 2005. M Holdings Securities, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers investment management, financial planning, retirement plan consulting, and insurance advisory, combining portfolio management by financial professionals with third-party sub-advisors and model portfolios.

Robert Beveroth is an investment advisory representative with AdvisorNet Wealth Partners in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Cetera. In addition to advisory services, he is active as an insurance agent, selling life, health, disability, 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 employs diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Christopher Mastley is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2010. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm is noted for its team-based family office services and business consulting for clients such as professional athletes, employing a range of investment strategies and ongoing portfolio reviews.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Kathleen Shoemaker is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at The Advocate Group and Encore Group. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and uses both public and private market strategies.

James Mattson is a financial advisor at AdvisorNet Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Ameriprise Financial Services. Mattson is an owner and advisor at Mattson Wealth Management, LLC, and serves as a board member for the St. Johns University Board of Alumnus. 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, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds the Series 65 designation and has a background in manufacturing windows and doors through his work with Renewal by Andersen Corporation and Andersen Corporation. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and uses a mix of fundamental, technical, and quantitative analysis, while also advising on private and non-liquid alternative funds.

Jared Nishida is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Oxford Financial Group, LTD since 2010. He holds the Series 66 designation and is based in Minneapolis, MN. Outside of his advisory role, Mr. Nishida serves on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management alongside private investment platforms.

Derek Mc Cready is a financial advisor at The Oak Ridge Financial Services Group, Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining Oak Ridge in 2026, he held roles in education and other fields, including teaching positions at multiple school districts and organizations. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts and access to third-party portfolio managers, focusing on both high-net-worth and non-high-net-worth households, with most accounts managed on a non-discretionary basis.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Dylan Merchant is a financial advisor at AdvisorNet Wealth Partners with five years of industry experience. He holds a Series 66 designation and has worked at AdvisorNet Wealth Partners, Advanced Retirement Resources, and Equitable Advisors. Outside of his advisory role, he is a sales associate with Realty Benefit Services, involved in the sale of a tax account program. 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 options.

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.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.