Jeffrey Thorup is a financial advisor with Focus Financial Network in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been affiliated with Osaic Wealth (formerly OSAIC) and Focus Financial Network since 1995. Thorup is also president of Thorup Financial Services, Inc., an S-Corp he established for business purposes. 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, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning.

John Bina is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been associated with Osaic and Focus Financial Network since 1994. 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 managed accounts, retirement plan consulting, and financial planning services with a diverse range of investment strategies and products.

Lauren Brauer is a financial advisor at Focus Financial with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Royal Alliance Associates, Northwestern Mutual, and State Farm. Outside of her advisory role, Brauer coaches youth volleyball with the MN Select Volleyball Club. 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, managed account services, and retirement plan consulting, emphasizing coordination with other professionals for estate and tax planning.

Bennett Lang is a financial advisor with Focus Financial who holds a Series 66 designation and has 11 years of industry experience. He has been with Focus Financial since 2015 and is also affiliated with OSAIC. Outside of his advisory role, Lang provides notary services as needed. 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 offers a range of managed account solutions, retirement plan consulting, and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Jacob Kruziki is a financial advisor at Focus Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and in non-financial roles including chiropractic support and retail management. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Rae Heitkamp is a financial advisor at Focus Financial with a Series 66 designation and one year of industry experience. Prior to joining Focus Financial and Osaic in 2024, Rae worked at FJORGE and Greenspring Media, among other roles. Rae also serves as a practice manager within the firm, handling trade placement, fund transfers, and required minimum distributions. 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, retirement plan consulting, and financial planning services.

Todd Morris is a financial advisor at Great Valley Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in various business activities including tax preparation and serving as president of Morris Financial Services. From 2018 to 2021, he also engaged in land flipping. 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, utilizing a combination of in-house strategies and third-party managers.

Alexis Perron is affiliated with Great Valley Advisor Group, LLC and holds Series 65 and Series 63 licenses. Alexis has experience working at LPL Financial since 2026 and previously at Ameriprise Financial Services from 2015 to 2017, as well as a long tenure at Salo, a Korn Ferry Company. 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, utilizing both in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Matthew Engstrom is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Bank of America, and Merrill. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Eric Dirkes is a financial advisor at Gradient Securities, LLC in Arden Hills, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Farmers Financial Solutions, Fraser, Meridian, and RIVERSOURCE DISTRIBUTORS INC. Gradient Securities, LLC provides financial planning, consulting, non‑discretionary asset management, and ERISA 3(21) retirement‑plan advisory services to individuals, pension and profit‑sharing plans, trusts, estates, and businesses. The firm operates primarily under a non‑discretionary model, combining fundamental, technical, and cyclical analysis, and often works with third‑party managers while maintaining detailed disclosures regarding its revenue-sharing and incentive arrangements.

William Voyles is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Magellan Financial and Allianz Life Company of North America. He is also the president and founder of Fundamental Wealth Designs LLC, where he engages in life insurance and annuities sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and regularly employs third-party sub-advisers and custodians to tailor investment advice.

James Tonrey is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds a Series 63 designation and previously worked at Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis, serving a broad range of clients including registered investment companies.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Scott Hoyles is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. He has 11 years of industry experience and concurrently serves as a Tax Principal at Olsen Thielen & Co. Ltd, a public accounting firm in Roseville, MN, where he manages personnel taxes and leads a small business niche focused on cloud-based back office accounting and payroll. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborations with independent CPA firms and registered advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading services.

John Hanselman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he owns and operates E&E Foods, an edible and beverage manufacturing business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering access to a broad range of investment instruments and alternative products.

Maxwell Gierke is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously worked at Osaic Wealth and has served in the US Army Reserves since 2015, where he holds leadership roles overseeing transportation operations and training exercises. Maxwell also serves as a notary public, providing document notarization for clients as needed. 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 plans, trusts, charitable organizations, and corporations, offering a range of managed accounts and financial planning services supported by economic, fundamental, and technical analysis.

Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. 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 consulting, and financial planning services.

Jackson Arland is a financial advisor with Focus Financial, holding a Series 66 credential and four years of industry experience. He has worked at OSAIC since 2021 and Focus Financial Network, Inc. since 2020, with prior experience at Frontrow Entertainment Systems, US Bank, and Bethel University. Outside of his advisory role, he serves as president of Arland Advising Inc., an S Corporation he established for administrative and payroll purposes. Focus Financial Network 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, retirement consulting, and financial planning services with an investment approach that includes individualized investor profiles and a broad mix of investment vehicles.

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.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.