Joshua Anderson is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group. Prior to joining Pine Grove Financial Group in 2022, he held roles at Purshe Kaplan Sterling Investments and Crossroads Financial Group. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, providing services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.

Steven Schoeder is a financial advisor at Associated Investment Services, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at United Planners Financial Services, Personal Wealth Partners, LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with assets managed predominantly on a non-discretionary basis.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. 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, managing a platform with approximately $1.39 billion in assets under administration.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Michael Kojonen is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and four years of industry experience. He is also the owner of Principal Wealth Services, LLC and Principal Preservation Services, LLC, managing both investment-related and non-investment businesses concurrently. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Elizabeth Neyens is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. She is also the owner of Neyens Law PLLC, an estate planning law firm she has operated since 2014. Additionally, she has entrepreneurial involvement in developing a social media app called Circle by Kindred. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm provides portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing fundamental and technical analysis and various asset allocation strategies.

George Yankoupe II is a financial advisor at Gradient Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gradient Securities since 2014. He also serves as a senior case design specialist at Case Central, LLC, a financial planning firm, and owns Fletcher House Financial, which focuses on fixed insurance sales. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management services to a range of clients including individuals, pension and profit-sharing plans, and corporations. The firm integrates advisory and broker-dealer services and routinely uses third-party managers while maintaining a non-discretionary approach to asset management.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

Brandon Ulmer is a Certified Financial Planner® with 10 years of industry experience. He is currently with Gradient Securities, LLC and has previously worked at FPS Financial, Inc., Commonwealth Financial Network, and Cetera Advisor Networks LLC. Outside of his advisory role, he is a Minnesota public notary. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals and various institutional clients. The firm emphasizes third-party manager referrals and limited-scope ERISA plan services while maintaining a mix of advisory and broker-dealer activities.

Michael Michlitsch is a financial advisor at ValMark Advisers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with ValMark Securities, Inc. since 2016. In addition to his advisory roles, Michlitsch is involved in life insurance and annuities as a licensed agent and owns MA Management Group, LLC, which manages rental properties. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.

Andrew Aumann is a financial advisor at The Strategic Financial Alliance, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he operates a home-based business called AK Amazon Finds. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of in-house and third-party asset managers, utilizing a range of investment products and strategies.

Ellen Welsh is a CFP® professional with six years of experience in the financial services industry. She currently works at Great Valley Advisor Group, LLC and has previously held roles at LPL Financial and Northwestern Mutual. Outside of her advisory work, she is involved with IPG Risk Management, focusing on non-variable insurance and risk services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers a range of discretionary and non-discretionary investment management and financial planning services, combining proprietary strategies with third-party managers across various platforms.

Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. Focus Financial Network, Inc. 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 investment management and financial planning services.

Michael Jechorek is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2014. In addition to his advisory role, he is involved in recruiting through RIA Registrar. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Elijah Miller is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors in various capacities since 2016, as well as at Securian Financial Services Inc and The Hartford. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Patrick Carotenuto is a CFP® and holds a Series 63 license with seven years of industry experience. He is currently with Fiduciary Counselling Inc., where he has worked since 2025. His prior experience includes roles at Carlson Family Office, UBS Financial Services, and The Vanguard Group. Fiduciary Counselling Inc. offers investment advisory, accounting, tax, trust, estate planning, and administration services to a diverse client base. The firm employs model portfolios based on asset allocation and capital market assumptions, managing both discretionary and non-discretionary assets across registered and unregistered funds, ETFs, private investments, and digital assets.