Harrison Falteisek is a CFP® with 10 years of experience in the financial services industry. He currently serves as an Investment Adviser Representative at CreativeOne Wealth, LLC, and has held roles at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of his advisory work, he is the owner of HSF Financial LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing diverse strategies including ETFs, mutual funds, and options.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.

Martin Binn is a financial advisor at Hilltop Securities Inc. in St. Paul, MN, holding Series 63, 65, and 66 licenses with eight years of industry experience. Prior to joining Hilltop Securities in 2019, he worked at TCF Bank from 2017 to 2019. Hilltop Securities serves individual, high-net-worth, and institutional clients through advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm employs an open-architecture platform featuring third-party and firm-sponsored investment strategies, combined with custody, banking, and market-making capabilities.

John Ladick is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Associated Investment Services, Inc. and previously worked at LPL Financial, Cambridge Investment Research Advisors, and Woodbury Financial. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm uses model portfolios and separately managed accounts from third-party providers and its affiliate Kellogg Asset Management, delivering services mainly through the Envestnet/NFS platform.

Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.

Rose Hammes Nestor is a financial advisor with Focus Financial who holds Series 63 and Series 66 designations and has 15 years of industry experience. She has worked at Focus Financial and its affiliated firms since 2016. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering managed account services, financial planning, and retirement plan consulting with an emphasis on coordinated estate and tax planning.

Michael Clancey is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently works at Fiduciary Counselling, Inc. and previously held positions at the Minnesota State Board of Investment and Portico Benefit Services. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment vehicles including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Laura Neal is a financial advisor at Fiduciary Counselling Inc. in St. Paul, MN, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at ICONIQ Capital, RMB Capital Management, Arootah, Rover, and Cresset Asset Management. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to a broad client base, including individuals, trusts, charitable organizations, and corporations. The firm employs a model portfolio approach driven by asset allocation methodology, utilizing a mix of registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Lucas Van is a financial advisor with Principal Advised Services, holding a Series 66 designation and four years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of finance, he works part-time as a customer service associate at Lowe's, assisting customers in the tools and hardware department. 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 with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Jeffrey Tolzin is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He has been with Fiduciary Counselling Inc. since 1988, contributing over three decades to the firm. Fiduciary Counselling Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and related entities, including a registered investment adviser and a registered investment company. The firm employs asset allocation and modern portfolio theory to implement client portfolios through both discretionary and non-discretionary investment management, supported by integrated accounting, tax, estate planning, and trust administration services.

Matthew Quinn is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial for over 16 years and Personal Wealth Partners, LLC for six years. Outside of advisory roles, he maintains a small farm operation and serves as a notary. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing a mix of in-house strategies, third-party managers, and sponsored platforms to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Todd Morris is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Capital Advisory Group, LLC, and United Planners Financial Services. Outside of advisory work, he has been involved in tax preparation services and operated a land flipping business for several years. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, using both in-house strategies and third-party platforms to tailor portfolio construction and monitoring.

Alexis Perron is an advisor at Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses, with experience at LPL Financial since 2026 and prior roles at Salo, a Korn Ferry Company, and Ameriprise Financial Services. Perron is based in Woodbury, MN. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers tailored portfolio construction and oversight through a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.

Thomas Carlson is a financial advisor with Wedbush Securities Inc., holding a Series 66 credential and 13 years of industry experience. Prior to joining Wedbush in 2022, he worked at Ameriprise Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory role, Carlson engages in community activities including providing entertainment to senior living communities and supporting local theatre publicity efforts. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of portfolio management strategies, research services, and operational capabilities including custodial, clearing, and prime services.

Nicole Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, Swan Financial, and Drazan, Henke, and Associates. Andrews also provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Joseph Altman is a financial advisor with AlphaStar Capital Management in Hudson, WI, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various service and real estate companies. He is also an agent at Principal Preservation Services, LLC, dedicating part of his professional time to insurance services. AlphaStar Capital Management provides discretionary investment management, financial planning, and retirement plan services to individuals, corporate clients, and other advisers. The firm employs strategic and tactical investment approaches across diverse asset types and offers subadvisory and participant account management services at an enterprise scale.

Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. 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.