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.

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.

Michael Hughes is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Gradient Investments, he was with Gradient Financial Group and Gradient Advisors. Outside of his advisory role, Hughes serves as a sports official and is a third-degree member of the Knights of Columbus Council #4374. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

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.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

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 with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo Advisors. Outside of financial services, he is involved as an investor in several restaurants and businesses, and serves as vice chair of the investment committee at Hamline University, where he participates in discussions on socially responsible investing and endowment management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through a range of programmatic advisory offerings and utilizes tactical asset allocation within model portfolios that include mutual funds, ETFs, liquid alternatives, and private-market opportunities.

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.

Susan Trammel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at ICMA-RC Services, LLC, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of her advisory role, she is a joint property owner of a rental property managed by a third-party agent. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Stacy Biermaier is a CFP® with 12 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2010. She holds the Series 63 designation and is based in Bloomington, MN. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers specialized family office services and business consulting for professional athletes, employing a team-based approach and a variety of investment strategies.

Nathan Ahlberg is a CFP®-designated financial advisor with 13 years of industry experience. He currently works at Prosperity - An EisnerAmper Company and has held prior roles at firms including U.S. Bank, Lurie Wealth Advisors, and Advisornet Wealth Management. In addition to his advisory role, Ahlberg is also an independent insurance agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios in its investment approach.

Nicholas Schneider is a financial advisor at Great Valley Advisor Group, LLC with Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. 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, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.