Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.

Suzanna Coelho is a financial advisor with Focus Financial who holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at United Planners Financial Planners and Lee Stoerzinger Wealth Management. Outside of advising, she has served as a notary associated with Lee Stoerzinger Wealth Management. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized advisory services through multiple management options and emphasizes coordination with other professionals for estate planning and related legal or tax services.

Abbey Recser is a financial advisor at Gradient Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Gradient Investments, Abbey held positions at Premier Financial Solutions, Veradigm, Rothman Health Solutions, and U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary investment framework. The firm offers a range of model and customized portfolios managed on a discretionary basis and serves a large client base through a referral-driven distribution model.

Suzanne Klapperich is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. Outside of her advisory role, she is involved in administrative duties supporting advisors at AdvisorNet Insurance, focusing on life, health, disability, and annuity products. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting services. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including option overlays and ERISA fiduciary services for institutional clients.

Erik Henschell is a financial advisor at Focus Financial with six years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Focus Financial Network and OSAIC in 2023. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services encompassing portfolio management, asset allocation, and coordination with other professionals for estate planning and legal or tax implementation.

Charles Anderson is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at OSAIC since 2023 and was previously with Royal Alliance Associates, Inc. from 1999 to 2023. Anderson has been affiliated with Focus Financial Network, Inc. since 1999. Focus Financial Network, Inc. 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, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services.

Tracey Simonson is a CFP® with 36 years of industry experience, currently serving at Focus Financial since 2009. She also holds the position of President at Cameron Financial Corporation, a business bookkeeping and tax firm. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Sally Oradei is a financial advisor at Kingsview Wealth Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Andrea Adie is a financial advisor with Focus Financial, holding a Series 66 designation and based in Minneapolis, MN. Andrea has been with Focus Financial Network and its affiliated firm, Osaic Wealth Inc, since 2020. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and related legal or tax matters.

Matthew Cosgriff is a CFP® professional with 12 years of industry experience. He currently serves as an advisor at Apella Wealth and has previously worked at MAC Holdings Inc, Creative Planning, LLC, SageView Advisory Group, LLC, and KDV Wealth Management, LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with strategies spanning equity factors, fixed income, tax overlay management, and portfolio customization, supported by advanced technology integrations and a notable institutional client segment.

Sean Stevenson is a financial advisor at Gradient Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and Gallacher Capital Management, LLC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary investment framework and offers a range of model and custom portfolios managed on a discretionary basis.

Matthew Jorgensen is a CFP® with 21 years of industry experience, currently serving at Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services and Valtinson Bruner Financial Planning LLC. He serves on the board of the Somerset Youth Hockey Association. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm typically delivers advice on a non-discretionary basis and utilizes extensive affiliations and revenue arrangements involving affiliated insurance and investment entities.

Karl Knuths is a financial advisor with Focus Financial Network, holding a Series 66 credential and with 10 years of industry experience. He has previously worked at TD Ameritrade and Thrivent Financial. Outside of his advisory role, he is an owner of a family-owned agricultural LLC in Iowa, though he is not involved in its daily operations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and planning services, emphasizing coordination with other professionals for estate planning and related legal or tax matters.

Thomas Fee is a financial advisor with BlueSpring Wealth Management, LLC and holds a Series 63 designation. He has 12 years of industry experience and previously worked at Kestra Financial, Inc. and Sns Financial Group, LLC (doing business as Vector Wealth Management). Since 2004, he has served as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies, including an affiliated trustee option and institutional retirement plan services.

Amy Enderlein is a Series 65-registered advisor with Dakota Wealth, LLC, based in Stillwater, MN. She has one year of industry experience and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, and registered investment companies. The firm employs a diversified investment approach with customized portfolios and also serves as an investment manager to a registered mutual fund and sub-adviser to an ETF.

Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. 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 through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.

Andrea Addo is a Series 65 licensed advisor with Avantax Planning Partners, Inc., based in Roseville, MN, and has five years of industry experience. She is also a Principal and Accountant at Olsen Thielen & Co., Ltd., a regional CPA firm, where she has worked since 2008. Andrea serves as a Finance Committee Member of True Friends, a nonprofit organization. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading and reporting.

James Donnelly is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Donnelly has been with Focus Financial Network and OSAIC since 2006. Outside of his advisory role, he serves as Vice-President for Membership of the Midland Toastmasters Club and is a member of his church’s musical ministry committee. He also serves as a trustee for a family trust and is an alumni board member of Hill-Murray School, where he participates in a Financial Fitness committee. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Timothy Kaley is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2017. In addition to his advisory role, Kaley is the owner of Kaley Financial Group, LLC, where he provides wealth management, retirement planning, and insurance sales. He is also a member of the Twin Cities North Chamber of Commerce. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm works with 169 advisors across 154 offices and employs a range of analytical tools to customize strategies, typically delivering portfolio services on a non-discretionary basis.