Audrey Grubman is a CFP® professional with 30 years of experience in financial advisory services. She currently works at NorthRock Partners, LLC and previously held positions at Parkside Advisors LLC and her own firm, Grubman Wealth Management. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base including high-net-worth individuals, trusts, estates, 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 allocations and utilizing AI tools to support investment decisions.

Jason Morrall is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Parametric, Huntington Private Bank, Citigroup, and BMO Capital Markets Corp. 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 broad asset allocation, diversification, and private market allocations, combining AI tools with human oversight to manage portfolios.

Christopher Johnson is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Collaborative Financial Partners LLC, and Vantage Financial Partners, LLC. Outside of his advisory role, he is a partner in Maderville, LLC and involved in insurance sales through Collaborative Insurance Partners. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm utilizes a tailored investment approach emphasizing broad asset allocation, diversification, and integration of private market investments, supported by both automated tools and human oversight.

Marc Kowalski is a CFP® professional with 29 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. Prior to joining NorthRock, he was the principal at Kowalski Financial Inc. for seven years and spent fourteen years with Royal Alliance Associates, INC. and Focus Financial Network, 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 investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Konstantinos Georgostathis is a CFP® with 29 years of industry experience currently with NorthRock Partners, LLC. His prior roles include positions at Vantage Financial Group, Ameriprise Financial Services, Inc., and Fidelity Brokerage Services, LLC. Outside of advisory work, he is involved in ecommerce ventures selling household products and operates a tax preparation business. 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 integration of private market investments, supported by AI tools alongside human oversight.

Courtney Horn is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. She holds a Series 66 designation and previously worked for 15 years at Ameriprise Financial Services, Inc. in San Francisco, CA. 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, often utilizing independent managers and integrating private market allocations where appropriate.

Kristin Bilden is a CFP® with five years of industry experience, currently serving as an advisor at NorthRock Partners, LLC in Minneapolis, where she has worked since 2013. She holds a Series 63 license and focuses her practice within a multi-team firm environment. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth 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.

Juan Gonzales Gascon III is a financial advisor at NorthRock Partners, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise and State Street. 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, while integrating private market allocations and utilizing AI-supported tools alongside human oversight.

Jeffrey Day is a financial advisor at NorthRock Partners, LLC with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, he works as an insurance agent specializing in individual life, group life, and group health insurance. 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, often utilizing independent managers and integrating private market allocations.

Anthony Cameranesi is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Before entering the financial sector, he was a professional hockey player for six years. He has worked at NorthRock Partners since 2023 and had prior roles at Gradient Securities, Gradient Advisors, and Case Central 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, often utilizing Independent Managers and integrating private market allocations where suitable.

Matthew Larson is a CFA® charterholder affiliated with NorthRock Partners, LLC in Minneapolis, MN. He has four years of industry experience, including prior roles at The Servion Group, Rock'n Dough, and Green Mill. 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 combining broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and using AI-supported tools alongside human oversight.

Robert Martin is a financial advisor at NorthRock Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the Advisory Council for Immaculate Conception 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 ongoing oversight, and it integrates private market allocations and automated tools for tax-aware investing and risk assessment.

Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners provides comprehensive wealth management and advisory services to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates asset allocation, diversification, private market investments, and advanced tools for tax-aware investing and risk assessment.

Paul Hill is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding the Series 66 designation and eight years of industry experience. Before joining Northrock in 2021, he worked at Wells Fargo Clearing from 2017 to 2021 and held shorter-term roles at 43 Hoops, Siauliu, and ASE Paks in 2016 and 2017. Outside of his advisory work, he owns and operates a YouTube channel focused on motivation, inspiration, and car discussions. 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 the use of independent managers, integrating private market investments and employing AI-driven tools to support tax-aware investing and portfolio monitoring.

Colin Grahl is a CFP® with 39 years of industry experience and is currently affiliated with NorthRock Partners, LLC. His prior experience includes roles at Ameriprise and Ameriprise Financial Services, Inc. He serves as Board Secretary for the Placer SPCA and is involved in business consulting through SCB Business Solutions. 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 both independent managers and private market investments.

Rachel Smith is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at RBC Capital Markets, Ameriprise Financial Services, and Securities America. 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, and independent managers, while integrating private market investments and using AI-driven tools alongside human oversight.

Monika Reyes is a CFP® and ChFC® with 23 years of industry experience. She currently works at NorthRock Partners, LLC and has prior experience at Ameriprise and Ameriprise Financial Services, Inc. from 2005 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 investment approach that includes broad asset allocation, diversification, private market investments, and utilizes AI tools alongside human oversight for tax-aware investing and portfolio monitoring.

Stephanie Kerns is a CFP® with 24 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 2005 to 2025. 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 asset allocation, diversification, and periodic rebalancing, and incorporates private market allocations and AI-supported tools while maintaining human oversight.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining NorthRock in 2026, he worked at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans among other roles. He is involved part-time in VF Tax Service LLC, which provides tax preparation services, and VF Ventures LLC, which manages private equity and similar pooled investment vehicles. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, often employing Independent Managers and integrating private market allocations into client portfolios.

Andrew Czajkowski is a financial advisor at NorthRock Partners, LLC in San Rafael, CA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC, Infinity Financial Services, and Karp Capital Management Corporation. 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 use of Independent Managers, integrating private market allocations and AI-supported tools for tax-aware investing and risk assessment.