Bret Glover is a CFP® with 35 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Bret is also involved in consulting for small business owners through SCB Business Solutions 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 with broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

Stephen Westlake is a CFP® and ChFC® with 40 years of industry experience. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Westlake is involved in several business ventures including ownership of SCB Ventures, which provides management and employee services for a financial planning business, and he serves on the executive board of Keaton's Childhood Cancer Alliance. 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, integrating private market allocations and utilizing AI tools alongside human oversight.