Neil Litfin

Kurt Mortenson is a financial advisor with Keystone Private Wealth who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Cypress Wealth Services, Purshe Kaplan Sterling Investments, Praxis Wealth Management, and World Equity Group. Outside of advisory work, he is a managing partner of a rental real estate business. Keystone Private Wealth manages approximately $861 million and serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm provides customized investment management, financial planning, and retirement plan consulting, utilizing a range of investment types and strategies including derivatives and hedging within separately managed accounts.

Gina Rypkema is a financial advisor with Ascentis Independent Advisors, LLC, holding the CFP® designation and Series 66 license, and has 25 years of industry experience. Her previous roles include positions at Golden State Equity Partners and Ameriprise Financial Services, Inc. She serves as a board member and treasurer for the Walker Area Pregnancy Support Center. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients with a range of investment and financial planning services. The firm employs a diversified portfolio approach that includes public and private securities and offers programs such as discretionary management, co-advisory arrangements, and a Private Direct Investments program for select clients.

Heather Bjorgaard is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has previously worked with Golden State Equity Partners, LLC, and Arise Wealth Management. From 2014 to 2023, she operated Heather Bjorgaard Childcare. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios composed of both public and private securities and employing discretionary management and co-advisory arrangements.

Shelley Lof is a financial advisor at Ascentis Independent Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Golden State Equity Partners and Ameriprise Financial Services, Inc. In addition to her advisory role, she is involved with Rypkema Operations, LLC. Ascentis Independent Advisors is a multi-team SEC-registered firm that serves individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and offering programs such as Private Direct Investments and co-advisory platforms.

Derek Ricke is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was involved with the Park Rapids Lakes Area Chamber of Commerce for four years and Minnesota Hockey Inc for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Timothy O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured analysis tools and strategic investment modeling.