Augeo is a global leader in engagement platform technologies that create data-driven experiences, foster people connections and cultivate brand advocates worldwide. Utilizing proven strategies and innovative technologies, we elevate engagement and strengthen relationships for our clients through flexible and scalable solutions: • Workplace Engagement — Supercharge workplace engagement and redefine retention strategies with the ultimate employee experience platform. • Experiential — Deliver transformative, data-powered experiences through strategy and design, interactive storytelling and shared social communities. • Social Activation — Captivate consumers across the leading social platforms through brand advocacy, advertising optimization and data collaboration. • Customer Loyalty — Incentivize loyalty through advanced personalization, gamified experiences, hyper-relevant offers and meaningful benefits. • Digital Asset Experiences — Expand loyalty programs for employees and consumers through digital assets, sharable rewards and blockchain experiences. With more than 45 years of experience, Augeo serves hundreds of clients including dozens of Fortune 500 companies, representing millions of people across the globe through our proprietary platform technology. Our mission is inspiring people to achieve more—one interaction, transaction and experience at a time. For more information, visit www.augeomarketing.com.

Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.

Mairs & Power is an SEC registered investment advisor founded in 1931. We offer individually managed accounts, mutual funds and an ETF for investors of all sizes.

Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures

Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers. We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on. Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That’s the JNBA way. For more information, visit www.JNBA.com.

Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships. Our founders structured Stonebridge as a Limited Liability Corporation (LLC) to maintain control of the firm through employee ownership. Today, Stonebridge is majority-owned by its employees and board of directors, with $1.7 billion in assets under management.

PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million – their target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination. Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. Their goal is to serve as the central point of communication for their clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Yukon Partners provides mezzanine capital to middle market businesses with a focus on transactions controlled by private equity sponsors. The transactions include buyouts, recapitalizations, and acquisitions. Our investments take the form of subordinated debt, preferred equity, and minority common stock.

Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.

Achieve Services, Inc. is a day training and habilitation program serving adults with developmental disabilities. By focusing on abilities, not disabilities, we strive to increase the independence and quality of life for all individuals in our program. We provide work and training in other life areas to help us meet this goal. Our employment services include community-based jobs as well as work completed for pay in our own in-house workshop. Based on individual needs, participants may receive help and training in other areas such as communication, social skills, behavioral skills and motor skills. Mission Statement By creating innovative opportunities that inspire people with disabilities, Achieve will enable every participant to lead a meaningful and self-determined life. Core Values ENRICHMENT – We are committed to enhancing lives through achievement and honoring the worth, abilities, and contributions of each individual. EMPOWERMENT – We honor personal choice, and invest in every individual’s right to cultivate and contribute their talents in ways that enrich themselves and society. INNOVATION – We continuously seek new and better solutions to meet the needs of participants, staff, and employers in ways that make lasting improvements. INTEGRITY – In all that we do we are open, honest, and respectful, and we follow through on our commitments.

Birchwood Financial Partners Inc. launched in 1990 with a vision to help clients improve their quality of life. This vision is realized every time our clients feel a sense of fulfillment and abundance from living on purpose, knowing their money is working for them and expanding their potential.

Build Wealth. Retain Wealth. All Star Financial is passionate about providing a safer way to a successful retirement for people who are serious about their money but uncertain about how to nurture it. The thought behind All Star is simple — you’ve got a life: a career, a family, a future. Success brings wealth, but managing wealth can be a job in itself — a job requiring a different set of skills than you probably used to acquire your wealth. With your family’s future security at stake, managing your investment portfolio deserves constant, expert attention. With any investment strategy there is a certain degree of risk, but All Star believes in keeping your level of risk low. Using the Nobel Prize-winning Modern Portfolio Theory as a core philosophy with other risk reduction tools, the All Star philosophy is designed to maximize effectiveness and minimize risk. The bottom line results of the All Star process are best summarized in a simple phrase oft used by President Bob Klefsaas — “it’s not how much you make – it’s how much you keep”. Your portfolio is managed to help reduce risk in nearly every type of economic cycle. After all, the overall goal is for you to experience emotional and financial peace, free from volatility.