Angela Parker is a CFP® with 12 years of industry experience. She has worked at NorthRock Partners, LLC since 2025 and previously spent seven years with Ameriprise Financial Services, Inc. and five years at Ameriprise. NorthRock Partners provides wealth management and advisory services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and employing technology tools alongside human oversight.

Alison Diessner is a financial advisor with NorthRock Partners, LLC in San Francisco, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Charles Benziger is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation with 13 years of industry experience. He previously worked at Parkside Advisors LLC and Parkside Capital Advisors, LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, and integrates private market allocations and AI-supported tools within client portfolios.

Samantha Barrett is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at WGG Wealth Partners and Ameriprise Financial Services, Inc., among other firms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market allocations, supported by AI tools alongside human oversight.

Todd Moser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC in Minneapolis, MN. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves as a board member for the Children’s Heart Foundation and holds fiduciary roles, including trustee and personal representative capacities. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, periodic rebalancing, and private market allocations, supported by AI tools alongside human oversight.

Austen Clark is a financial advisor at NorthRock Partners, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Ballentine Partners, LLC and NERA Economic Consulting. Outside of finance, he has experience operating a jetski rental business. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, and incorporates private market allocations alongside AI-supported portfolio monitoring.

Christopher Jasper is a CFP® with 23 years of industry experience. He has worked at NorthRock Partners, LLC since 2019 and previously spent 16 years at Ameriprise Financial Services, Inc. He also maintains insurance licensure and operates as an Independent Insurance Broker. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes diversification, private market allocations, and the use of AI-supported tools, while maintaining human oversight.

Thomas Mcgannon is a CFA® charterholder with 12 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and AI-driven tools to support tax-aware investing and risk assessment.

Alyssa Brinkman is a financial advisor at NorthRock Partners, LLC in Madison, WI, holding a Series 66 credential with three years of industry experience. She previously worked at MML Investors Services LLC, MassMutual Life Insurance Co., and Charles Schwab & Co., Inc. Outside of her advisory role, Brinkman has experience in education operations and enrollment. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the inclusion of private market investments, supported by AI tools and human oversight.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She has worked at NorthRock Partners since 2013, including time at Purshe Kaplan Sterling Investments from 2013 to 2016. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations along with AI-supported tools for portfolio monitoring.

Andrew Dunbar is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined total of 12 years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm takes a tailored, holistic investment approach that incorporates diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and risk assessment.

Matthew Niederbaumer is a CFP® professional with 24 years of industry experience, currently serving at NorthRock Partners, LLC since 2026. His prior experience includes roles at Vantage Financial Partners, LLC; Thrivent Advisor Network, LLC; and THRIVENT FINANCIAL for Lutherans, where he worked from 2002 to 2020. Outside of his advisory work, Niederbaumer is the head golf and boys basketball coach at James Valley Christian School, overseeing programs for high school students. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while integrating private market investments and utilizing AI tools for portfolio monitoring and tax-aware investing.

Cody Okeefe is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Bank of the West before joining NorthRock in 2025. Outside of advising, he is engaged in independent insurance brokering, focusing on Medicare Supplement and fixed annuity products. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Dylan Seubert is a CFP® with 16 years of industry experience and is currently a financial advisor at NorthRock Partners, LLC. His prior roles include positions at City National Bank, RBC Capital Markets, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a provider of sexual assault services and prevention education. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, the use of Independent Managers, private market allocations, and AI-supported portfolio management.

Charles Thalheimer is a CFP® professional with 20 years of experience in financial advisory. He has worked at NorthRock Partners since 2019 and previously spent 10 years at Ameriprise Financial Services. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners delivers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools while maintaining human oversight.

Shauna Bednar is a CFP® professional at NorthRock Partners, LLC with two years of industry experience. She has previous experience at U.S. Bank and UMB Private Wealth Management. Based in Minneapolis, MN, she has been with NorthRock Partners since 2021. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and rebalancing, and incorporates private market investments and AI tools in portfolio management.

Karen Bothe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools and human oversight.

Lukas Mcelhenie is a CFP® with six years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. His prior experience includes roles at MML Investor Services, MassMutual Life Insurance Company, Principal Securities Inc, Principal Life Insurance Company, and CUNA Mutual Group. Outside of his advisory work, he is a partner and owner of Rome Homes LLC, a business involved in acquiring and marketing rental properties. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while incorporating private market investments and AI-supported portfolio monitoring.

Kristin Bluemel Redman is a financial advisor at NorthRock Partners, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise, Mass Mutual, LPL Financial, and Golden 1 Credit Union. She also operated Bluemel Vocal Studio for over a decade. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach emphasizing diversification, use of independent managers, and integration of private market allocations supported by AI tools for tax-aware investing and portfolio monitoring.