Michele Martin is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. She currently serves as President of Prosperity - An EisnerAmper Company and has held roles at multiple wealth management firms since 2014. Martin is a board member at St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach focused on asset allocation and diversification, managing approximately $5 billion in client assets and utilizing third-party independent managers and technology platforms to support its services.

Jeffery Zimmerman is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has served as a business development manager at Focus Financial, where his responsibilities include training and transitioning new advisors and staff. Additionally, he holds a trustee position overseeing the disbursement of estate trust assets. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 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.

Shawn Larson is a financial advisor at AdvisorNet Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has worked with firms including Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnhoff Farm, involved in farming and land conservation. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal models to meet client objectives.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. 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, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

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.

Dylan Fisher is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Client One Securities, LLC and Western Lakes Financial. Outside of his advisory role, he is involved in web design and SEO through 3 Plains Outdoor Marketing + Design and works as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary platform.

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.

Kevin Mix is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Gradient Securities and its related entities since 2011 and is currently affiliated with Looking Glass Wealth Management. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a mix of advisory services and commissionable securities and insurance products.

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.

David Mushel is a financial advisor at Gradient Advisors, LLC with a Series 65 credential. He has been with Gradient Advisors since 2025 and has prior experience working as a Registration and Compliance Associate at RIA Registrar. Mushel was a student for ten years before beginning his advisory career. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm operates with a network of 169 investment advisor representatives and focuses on non-discretionary portfolio services, utilizing fundamental, technical, and cyclical analysis alongside financial planning and consulting on fixed-fee or hourly terms.

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.

Brittany Danielson is a financial advisor at Gradient Investments, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at UNC Physicians Network and healthcare organizations. Gradient Investments provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities using a proprietary Wright Investment Strategies framework and a range of model and custom portfolios. The firm operates on a strictly fee-only basis and manages portfolios primarily through mutual funds, ETFs, equities, and ERISA 3(38) plan services.