Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing a platform with approximately $1.39 billion in assets under administration.

Amanda Bracklein is a financial advisor at Berger Financial Group with one year of industry experience. She holds a Series 65 designation and previously worked at Solventum and 3M. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary long-term investment strategies primarily managed on a discretionary basis with periodic client reviews.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Angela Erickson is a CFP® and holds a Series 66 license with 22 years of industry experience. She has been with Berger Financial Group since 2010 and previously worked at Cambridge Investment Research Advisors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages many accounts on a discretionary basis with regular client reviews.

Mark Berger is a CFP® with 23 years of industry experience, currently affiliated with Berger Financial Group and Purshe Kaplan Sterling Investments. His career includes 14 years at Cambridge Investment Research and related entities. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee and managing portfolios that may include stocks, bonds, mutual funds, ETFs, and options.

Robert Herje is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Aegis Capital in 2026, he worked for Northland Securities, Inc. for 23 years. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Interactive Financial Advisors and operates IDSO Financial Services, where he also sells life, health disability, property casualty, and group insurance. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm employs a multi-advisor network and combines fundamental analysis with Modern Portfolio Theory to manage diversified portfolios using ETFs and mutual funds.

Mark Lea is a financial advisor at Ausdal Financial Partners, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Portfolios, OSAIC, and Osaic Advisory Services. In addition to his advisory roles, he owns and operates The Tractor Works, a seasonal mowing business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

Michael Mc Cracken is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. Prior to that, he was with Gradient Advisors, LLC for three years and has owned Wealth Guide Financial since 2011, where he engages in insurance and fixed indexed annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates sub-advisors and third-party managers to support its services.

Joseph Troszak is a financial advisor at Berger Financial Group with a Series 65 credential and one year of industry experience. His prior work includes positions at Alarm.com and Mathnasium. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting, using proprietary long-term investment strategies developed by an Investment Committee.

David Heitkamp is a CFP®-certified financial advisor with over 43 years of industry experience. He has been with Focus Financial Network, Inc. and Osaic since 1995. He serves as an executive officer at Focus Financial Network and holds a power of attorney for his father. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services and comprehensive financial planning. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and transparency in operational practices.

Rachel Meyer is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research Inc. prior to her current role. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive planning services, employing proprietary, long-term investment strategies developed by an Investment Committee.

Matthew Fitch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of his advisory work, Fitch is involved as a paid youth hockey coach with the STMA Youth Hockey Association. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a range of in-house and third-party strategies along with ongoing portfolio oversight.

George Yankoupe II is a financial advisor at Gradient Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gradient Securities since 2014. He also serves as a senior case design specialist at Case Central, LLC, a financial planning firm, and owns Fletcher House Financial, which focuses on fixed insurance sales. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management services to a range of clients including individuals, pension and profit-sharing plans, and corporations. The firm integrates advisory and broker-dealer services and routinely uses third-party managers while maintaining a non-discretionary approach to asset management.

Samuel Stenson is a financial advisor with Integrity Advisory Solutions who holds a Series 66 designation and has one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Cetera and Advisornet Financial Inc, among other firms. He also serves as a senior sales consultant for annuity wholesaling at IFC National Marketing. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and other advisory services, utilizing both fundamental and technical analysis alongside third-party platforms.

Brandon Ulmer is a Certified Financial Planner® with 10 years of industry experience. He is currently with Gradient Securities, LLC and has previously worked at FPS Financial, Inc., Commonwealth Financial Network, and Cetera Advisor Networks LLC. Outside of his advisory role, he is a Minnesota public notary. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals and various institutional clients. The firm emphasizes third-party manager referrals and limited-scope ERISA plan services while maintaining a mix of advisory and broker-dealer activities.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.