Ronald Machtan is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He has been with KCD Financial since 2006. Outside of finance, he owns Master-Bait Co., a business focused on fishing lures, clothing, and novelties, which he operates as a part-time hobby. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Robert Mc Hattie is a financial advisor at AdvisorNet Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Cetera Wealth Services. Outside of advising, he serves on the board of the Saint Paul Association for Community Soccer, which focuses on developing and maintaining soccer fields, and he is involved in managing a family limited partnership owning farmland in Minnesota. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios through equities, fixed income, mutual funds, ETFs, and utilizes internal and external managers to meet client objectives.

Allison Cline is a CFP® and ChFC® with eight years of experience in financial advising. She is currently with Van Clemens Wealth Management, LLC and has previously worked at Ian Donaldson and Northwestern Mutual. In addition to her advisory work, she is a personal trainer at F45 Training in St Louis Park, MN. Van Clemens Wealth Management, LLC offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary approaches and incorporates third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Ernesto De La Torre Marin is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. He has been with Gradient Investments since 2019. Prior to his advisory role, he was involved in entrepreneurial ventures including Clear Choice Window Washing, LLC and Summit Interior Care and Restoration, LLC. Gradient Investments, LLC provides discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Sonya Hansmeyer is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. She has been affiliated with OSAIC and Focus Financial Network since 2003. Outside of her advisory role, she serves as a trustee overseeing a family trust, managing insurance premiums and trust assets. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm provides personalized investment advice tailored to client profiles and emphasizes coordination with other professionals for estate planning and legal or tax implementation.

Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.

Ryan Quade is a financial advisor at Van Clemens Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles in various firms spanning financial services, real estate, insurance, and mortgage industries. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

Chad Norling is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding the CFP® designation and a Series 63 license. He has 29 years of industry experience and has worked at firms including Cetera Wealth Services, LLC, and Executive Financial Services, Inc., where he is a partner. Norling also serves as president of Norling Financial Services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm manages accounts through diversified portfolios and uses both discretionary and non-discretionary strategies, incorporating various investment vehicles and third-party managers.

David Bakker is a financial advisor with IHT Wealth Management LLC in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. He provides investment advisory services through IHT Wealth Management, an independent investment advisor firm. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors by offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms. The firm’s investment approach uses proprietary model portfolios combined with fundamental value screening, quantitative optimization, and periodic rebalancing.

Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she officiates adult and youth basketball games for the Minneapolis Parks and Recreation Board. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

Matthew Benson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Focus Financial Network and OSAIC, having previously worked at United Planners Financial Services of America, Lee Stoerzinger Inc., SII Investments, Inc., and Royal Alliance Associates. Outside of advisory roles, he serves as Vice President and Secretary of Hecla Land Company, an LLC owning farmland, where he manages administrative functions. 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.

Aidan Chacon is a CFP® with two years of industry experience, currently advising clients at Boulay Wealth. Prior to joining Boulay, he worked at Orgel Wealth Management and has experience in educational roles at the University of Wisconsin, Eau Claire, and local schools. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by an integrated service structure including affiliated accounting and insurance firms.

Justin Gervais is a CFP® professional with 15 years of experience in the financial services industry. He is currently a financial advisor at AdvisorNet Wealth Partners and has held positions at firms including City National Bank and RBC Capital Markets. Outside of advising, he is involved in property maintenance through GHS Development LLC. 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 constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting, employing proprietary long-term investment strategies with fundamental analysis.

Brent Field is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Northrock Partners, LLC, where he has worked since 2006. He holds the Series 63 designation and is based in Minneapolis, MN. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and business entities, employing a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers. The firm integrates private market allocations and uses AI-supported tools for tax-aware investing and risk assessment while maintaining human oversight.

Lisa Greely is a financial advisor at Berger Financial Group with 27 years of industry experience. She holds a Series 63 designation and has worked at Berger Financial Group since 2021. Prior to this, she was with Purshe Kaplan Sterling Investments and Independent Financial Group. Outside of her advisory role, she owns and operates A&G Tax Services, LLC, a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Brian Wagener is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes multiple roles with Focus Financial since 2018 and involvement with Osaic since 2019. Outside of his advisory work, he spent two years working at Frank and Andreas Pizza. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate entities, offering managed account services, financial planning, and retirement consulting. The firm emphasizes personalized investment advice tailored to investor profiles and coordinates closely with other professionals for estate planning and related legal or tax services.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.