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.

Marcus Medema is a financial advisor at NorthRock Partners, LLC in Appleton, WI, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sixt and BakerTilly. 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, periodic rebalancing, and integration of private market allocations, supported by AI-driven tools and human oversight.