James Tonrey Jr. is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds the Series 63 designation and previously worked for Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth, LLC serves a diverse client base, including individuals, trusts, charitable organizations, and pooled investment vehicles, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a blend of fundamental, technical, and quantitative analysis across various asset classes and manages several pooled and private fund structures.

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.

Brandon Rud is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2021, with prior experience at Tigress Financial Partners and the University of Minnesota. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services along with investment banking and research capabilities.

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.

Matthew Cosgriff is a CFP® professional with 12 years of experience in financial advising. He is currently with Apella Wealth and has previously worked at Creative Planning, SageView Advisory Group, KDV Wealth Management, and All Star Financial. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach incorporating factor-based equity strategies and fixed-income considerations, and it offers a variety of solutions such as separately managed accounts, held-away portfolio advice, and automated advisory services.

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.

Benjamin Schmidling is a financial advisor with AlphaStar Capital Management in Woodbury, MN. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Principal Wealth Services, LLC, All Star Financial, and Financial Planning and Information Services. AlphaStar Capital Management serves individual clients, corporate and business clients, and retirement plans. The firm offers discretionary investment management, financial planning, participant account management for 401(k) and pension plans, and subadvisory services, employing a range of investment strategies and third-party technologies.

Thomas Walsh is a CFP® professional with nine years of industry experience, currently serving at Fiduciary Counselling Inc. in St. Paul, MN. He is part of a firm with a long-standing presence since 1990 and a team of 18 advisors. Fiduciary Counselling Inc. provides investment advisory services to individuals, trusts, charitable organizations, corporations, and related family entities, offering both discretionary and non-discretionary portfolio management alongside accounting, tax, estate planning, and administrative services. The firm utilizes modern portfolio theory and a combination of registered and private investment vehicles, supported by integrated trust company services and subadvisory relationships.

Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment process integrating fundamental, technical, and quantitative analysis, and is involved in managing pooled investment vehicles and private fund structures.

Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. 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, employing a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

Benjamin Johnson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. Before joining the financial sector, he worked for seven years with the Minneapolis Police Department and has maintained ownership of Heritage Embroidery since 2004. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Paula Reynolds is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with firms including BrightPath Financial and Questar Capital Corporation. Outside of her advisory role, she is an ordained minister who officiates wedding ceremonies on a limited basis and serves as an active volunteer with the Woodbury Days Council and Eagle Brook Church. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities. The firm combines advisory services with technology solutions and operates a third-party asset management platform, providing portfolio management, retirement plan services, and model portfolios with ongoing monitoring and rebalancing.

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with Great Valley Advisor Group and LPL Financial since 2016 and was previously with Northwestern Mutual Investment Management from 2013 to 2016. Outside of his advisory role, Laatsch is involved in coaching through NextGen Leadership and is a partner in a tax preparation and consulting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized portfolio construction, ongoing oversight, and use of in-house and third-party strategies, providing discretionary and non-discretionary management along with financial planning and retirement consulting across various platforms.

Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. 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 both in-house and third-party strategies.

Bryon Deiss is a financial advisor with Gradient Securities, LLC, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Cetera. Outside of advising, he is also a musician and vocalist who performs with the Righteous Rock Band at events several times per year. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach and collaborates with multiple third-party managers, offering implementation support and ongoing client reviews.

Randy Birkinbine is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2011. Outside of his advisory role, he is involved in insurance sales and financial planning through his ownership of B & N Financial, LLC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and planning services tailored to client objectives, combining proprietary strategies with third-party money managers and maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.