Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.

Elijah Miller is a financial advisor with Gradient Advisors, LLC in Arden Hills, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes positions at Securian Financial Services Inc and Minnesota Life Insurance Co. 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 third-party money managers and Investment Advisor Representatives, offering a largely non-discretionary model that incorporates comprehensive risk analysis and various portfolio management techniques.

Patrick Carotenuto is a CFP® and holds a Series 63 license with seven years of industry experience. He is currently with Fiduciary Counselling Inc., where he has worked since 2025. His prior experience includes roles at Carlson Family Office, UBS Financial Services, and The Vanguard Group. Fiduciary Counselling Inc. offers investment advisory, accounting, tax, trust, estate planning, and administration services to a diverse client base. The firm employs model portfolios based on asset allocation and capital market assumptions, managing both discretionary and non-discretionary assets across registered and unregistered funds, ETFs, private investments, and digital assets.

Todd Knutsen is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Gradient Securities since 2013 and also operates Knutsen Financial Group, PLLC, which provides accounting services. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer functions, frequently utilizes third-party managers, and manages a substantial amount of assets on a non-discretionary basis.

Robert Kramer is a financial advisor with Prosperity Capital Advisors in Roseville, MN, holding a ChFC® designation and Series 63 license, with 39 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation before joining Prosperity Capital Advisors. Outside of finance, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and a competitive disc golf participant. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other advisory clients. The firm employs model-based, asset-allocation investment strategies with ongoing portfolio supervision, utilizing core and specialized models from major providers alongside advisor-directed and third-party sub-advised portfolios.

David Hawley is a financial advisor with Mutual Advisors, LLC in Woodbury, MN, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Innovative Planning Group, LPL Financial, and Stoneford Partners. Outside of advising, he has provided administrative support to independent investment advisory firms. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a mix of active and passive investment strategies tailored through multiple analytical approaches and offers services on both discretionary and non-discretionary bases.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with World Equity Group since 2013. Outside of his advisory role, Taylor is a part-time musician and coordinates a seasonal youth hockey program for high school players. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Weigel is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and LPL Financial, having held previous roles at Northwestern Mutual Wealth Management Company and related entities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across multiple platforms.

Aaron Smaagaard is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and has held prior roles at LPL Financial and Northwestern Mutual. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors. The firm combines in-house strategies with third-party managers and platforms, conducting regular due diligence and portfolio oversight to align with client objectives.

Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Tyler Ellegard is a CFA® charterholder with nine years of industry experience. He is currently with Gradient Investments, LLC and previously worked at U.S. Bancorp Investments, Inc. from 2016 to 2018. He also spent six years with Crossfit SISU. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Debra Kuper is a CFP® with 39 years of industry experience, currently serving at Focus Financial since 1996. She holds Series 63 and Series 65 licenses and has been involved in various client service and portfolio management activities within the firm. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, charities, and corporate entities, offering personalized investment advice and coordinated planning services that emphasize collaboration with other professionals for estate and tax matters.

Luke Ripienski is a CFP® professional with 20 years of industry experience. He currently works at Prosperity Capital Advisors and has held prior roles at Valor Capital Management LLC, Principal Securities, Inc., and MML Investors Services, LLC. Outside of his advisory work, he serves as a FINRA arbitrator, resolving securities-related disputes. Prosperity Capital Advisors is an SEC-registered enterprise adviser that offers financial planning, consulting, and discretionary investment management to individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and incorporates a range of third-party providers and specialized investment options.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and having eight years of industry experience. Prior to joining Great Valley Advisor Group, he worked at LPL Financial and Northwestern Mutual in various roles spanning from 2017 to 2024, and previously spent 14 years with Aerotek. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning through in-house strategies and third-party managers, with ongoing portfolio oversight and due diligence.

Julian Locke is a CFP® and ChFC® professional with 16 years of experience in the financial services industry. He has worked at Edward Jones for 15 years before joining Perennial Financial Services and LPL Financial LLC in 2024. Locke is also involved with Perennial Legacy Insurance Solutions in a non-variable insurance capacity. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, using multiple platform relationships and third-party managers to tailor portfolio solutions.

John Mathison is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of the West, and Wells Fargo. Mathison is based in St. Paul, MN. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

Chad Steeves is a financial advisor at Focus Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Focus Financial since 2008. Steeves also serves as president of SWMG LLC and is a partner in Bergstrom Financial Group LLC, entities involved in financial business operations. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, employing diverse investment strategies and coordinating with clients’ tax and legal advisors.

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Allianz Life and its related entities from 2006 to 2023 and spent time at Northwestern Mutual before joining his current firm. Rudolph is also the owner of Legacy Ascent Wealth, where he is involved in insurance and annuities. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers a range of portfolio management and financial planning solutions, utilizing both firm-managed and advisor-managed models with discretionary trading authority.