Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. He also has experience working at the University of St. Thomas. 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 investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and utilizing AI-supported tools alongside human oversight.

Benjamin Irons is an advisor at NorthRock Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining NorthRock, he worked at Vantage Financial Partners, LLC and held various roles in hospitality and administrative offices. NorthRock Partners offers comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored investment approach focused on asset allocation, diversification, and integrates private market allocations along with AI-supported tax-aware investing and portfolio monitoring.

Brock Riggi is a CFP® with 12 years of experience in the financial industry. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves on the Finance Committee Board of the Methodist Church of Coal City and coaches high school basketball at Coal City High School. 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 investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, incorporating private market allocations and technology-assisted portfolio management.

Elliot Risbrudt is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as a voting board member of his family foundation, the Risbrudt/Eian Charitable Trust. 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 asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations where appropriate.

Sean Gillis is a financial advisor at Northrock Partners, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. 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 focusing on asset allocation, diversification, and periodic rebalancing, integrating private market investments and using AI-supported tools alongside human review.

Austin Righeimer is a CFP® and CFA® with three years of industry experience. He is currently with NorthRock Partners, LLC, where he previously worked from 2023 to 2025 and returned in 2026. His work history also includes positions at Beacon Pointe Advisors LLC, Northern Trust, Anixter, and Duff & Phelps. 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 centered on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI-driven tools alongside human oversight.

Carolynn Fellman is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She joined NorthRock Partners in 2025 after five years with Ameriprise Financial Services, LLC and eight years with Ameriprise Financial Services, Inc. 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 focused on broad asset allocation, diversification, and use of independent managers, integrating private market investments and leveraging AI-driven tools for portfolio management.

Andrew Meyer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. His prior experience includes roles at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Meyer is a partial owner of entities providing tax preparation services. 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 emphasizing asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market investments into client portfolios.

Jason Mahn is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at CITY NATIONAL BANK, RBC Capital Markets, LLC, and Plexus Corp. He maintains a Wisconsin insurance license for Accident & Health, Life, and Variable contracts. 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 focusing on broad asset allocation, diversification, and tax-aware investing, utilizing independent managers and private market allocations alongside AI and automated tools.

Jesse Niederbaumer is a financial advisor with NorthRock Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of advising, he is involved in managing tax preparation services and private equity funds through several related business ventures. 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 emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools alongside human oversight.

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and 11 years of industry experience. He has worked at NorthRock Partners since 2016 and previously at Lifestage Wealth Management Group LLC. Outside of his advisory role, Berns is a co-owner of Suits Coffee, a coffee bean roasting business, and serves on the board of the Alexandria Community College Foundation. 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 investment approach that emphasizes broad asset allocation, diversification, and regular rebalancing, integrating private market investments and utilizing AI tools alongside human oversight.

Jed Magstadt is a financial advisor at Northrock Partners, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Northrock Partners since 2017, following a one-year tenure at Pacific Point Advisors, LLC. He maintains a current Minnesota insurance license for Accident & Health, Life, and Variable Contracts. 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 diversification, broad asset allocation, and periodic rebalancing, incorporating private market allocations and automated tools alongside human oversight.

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Modus Advisors, Somerset Group, and Northwestern Mutual. He is also a Minnesota-licensed life, accident, and health insurance agent. 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 that includes diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and portfolio monitoring.

Erika Navarrete is a CFP® with eight years of industry experience. She is currently with NorthRock Partners, LLC and has previous experience at Ameriprise Financial Services, Inc. and Wilsey Ham. 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 focused on broad asset allocation, diversification, and integrates private market allocations alongside AI-supported tools for portfolio monitoring.

Trevor Meyer is a financial advisor at NorthRock Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 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 incorporates broad asset allocation, diversification, private market allocations, and the use of AI tools for tax-aware investing and portfolio monitoring.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. 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 using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Shawn Jacobson is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked at NorthRock Partners since 2017 and previously spent 15 years at Legacy Financial Advisors Corporation. Shawn maintains a current Minnesota insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored, holistic investment approach focusing on broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and employing AI tools to support tax-aware investing and portfolio monitoring.

Briana Harmon is a financial advisor at NorthRock Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and UBS Financial Services. 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 focused on broad asset allocation, diversification, and periodic rebalancing, utilizing Independent Managers and integrating private market allocations where appropriate.

Carol Mac Donald is a financial advisor at NorthRock Partners, LLC with two years of industry experience. She previously worked at Ameriprise and spent ten years at Navion Financial Advisors. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach focused on asset allocation, diversification, and the integration of private market investments, supported by AI tools and human oversight.

Jordana Lokken is a financial advisor at NorthRock Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise and Cetera Advisor Networks. Outside of finance, she operated Lokken Photography for ten years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market investments and AI-supported tools to enhance portfolio management.