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 with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Principal Securities Inc. and American Family Insurance. Outside of advising, he is involved in insurance sales and has acted in feature films. Mutual Advisors serves a diverse client base, including individuals, trusts, retirement plans, and institutional investors, managing assets through a combination of active and passive strategies tailored to client objectives. The firm is notable for its significant institutional presence and use of multiple analytical approaches and third-party tools to customize portfolios.

Sarah Morgan is an investment adviser representative at Focus Financial with three years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Morgan also provides sales and service of insurance products including life, long-term care, and annuities. Focus Financial Network serves a diverse range of clients including individual investors, retirement plans, trusts, charities, and corporate entities, offering managed accounts, financial planning, and retirement plan consulting. The firm utilizes personalized investment advice, coordination with outside professionals, and detailed disclosures to support both discretionary and non-discretionary management approaches.

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 15 years of industry experience. He has worked at Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management services to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee, offering diversified portfolios that include ETFs, mutual funds, separately managed accounts, and private investment funds.

Susan Trammel is a financial advisor with MissionSquare Retirement in Plymouth, MN, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at ICMA-RC Services, LLC, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of her advisory work, she is a joint property owner of a rental property managed by a third party. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

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 financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at DAI Securities, LLC, Lurie Wealth Advisors, Advisornet Wealth Management, U.S. Bank, and Accredited Investors, Inc. Ahlberg is also a licensed 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 advisory services. The firm emphasizes asset allocation and diversification and often employs third-party independent managers and model portfolios in managing roughly $5 billion in client assets.

Nicholas Schneider is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. Great Valley Advisor Group is a 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

Ryan Kompelien is a CFP® professional with 10 years of industry experience. He has worked at Berger Financial Group since 2015 and was previously with Cambridge Investment Research, Inc. from 2015 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary investment strategies and fundamental analysis.

Andrew Kuhl is a financial advisor at Prosperity - An EisnerAmper Company with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Lurie Wealth Advisors, LPL Financial, Summit Investment Advisory Services, and Ernst & Young. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party managers and technology platforms.

Steve Olsonoski is a financial advisor at Focus Financial with 40 years of industry experience. He has been with Focus Financial and OSAIC since 1999 and has also worked with National Benefits since 1985. Olsonoski holds a Series 63 designation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Juli Wilder is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments, Questar Asset Management, and Thrivent Investment Management. Wilder is dually registered with Thrivent Advisor Network and Thrivent Investment Management, Inc. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing management and access to independent managers.

Sean Deichert is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fiduciary Counselling, Inc. He has 10 years of industry experience, with prior roles at LPL Financial, Cetera, and Bell State Bank & Trust. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment management alongside accounting, tax, estate planning, trust, and administrative services. The firm employs a disciplined investment approach based on asset allocation and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Joel Schrimpf is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with Focus Financial Network, Inc. since 2006. Outside of his advisory role, he coaches high school and youth wrestling. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Alan Schmidt is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Archer Investment Corporation and The Diamond Group. Outside of his advisory work, he is involved with ECA Marketing NFP and The Financial Fire Marshal, where he markets annuity products to independent insurance agents through a field marketing organization. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Casey Mccarty is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Minnesota Life Insurance Co. Casey also serves as an accountant and CPA at T.A.B.C. Associates LLC, a role he has held since 2018. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary investment approach aligned with client objectives and documented risk tolerance.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. Thaldorf is also the owner and licensed insurance agent of Financially Fit, LLC, a business he has operated since 2011. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies across passive, active, tactical, and blended approaches.

Thomas Pargett is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Boulay Wealth and has held prior roles at firms including Carson Group, BerganKDV Wealth Management, Creative Planning, TD Ameritrade, UBS Financial Services, and Waddell & Reed. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, combining advisory services with integrated tax, accounting, and insurance offerings through affiliated firms.

Andrew Truax is a CFP® with eight years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He previously worked at JNBA Financial Advisors for seven years and Columbia Threadneedle Investments for three years. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a mix of proprietary strategies, third-party managers, and private funds, and offers specialized services including a subscription education product for medical professionals.