Samuel Wilczek is a financial advisor at Focus Financial in Minneapolis, MN. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Focus Financial, he worked briefly at Ameriprise - Alacrity Wealth Advisors and has experience working outside the industry. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides managed account services and financial planning, emphasizing personalized investment advice and coordination with other professionals for estate planning and related legal or tax matters.

David Peck is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has previously worked at OSAIC, Charles Schwab, and LPL Financial. Outside of his advisory role, he is a drummer in a hobby band. Focus Financial Network, Inc. manages approximately $6.3 billion through 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, utilizing diverse strategies and investment vehicles tailored to client needs.

Robert Sandison is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Focus Financial Network and OSAIC since 1995. Outside of his advisory role, he serves as president of Peregrine Financial, Inc., a Subchapter S corporation. 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 with a range of managed account services, financial planning, and retirement consulting.

Josue Castillo Sr. is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1995. Castillo also serves as CEO of Focus Advisors 2010, a corporation established for tax purposes related to his securities business. 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, investment access, retirement consulting, and financial planning services.

Peter Taurinskas is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior experience includes roles at Ten Point Wealth Management, Mutual Trust Asset Management, and operating as a sole proprietor. 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 primarily operates through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach with a range of analysis tools to inform portfolio decisions.

Deborah Bluhm is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gradient Securities and RIA Registrar, LLC since 2015. She also serves as a director of compliance and consultant for independent RIAs through RIA Registrar, LLC. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and business entities. The firm uses a non-discretionary approach that combines fundamental, technical, and cyclical analysis and often employs third-party managers while arranging and monitoring these relationships.

Christopher Neston is a financial advisor with Ausdal Financial Partners, Inc. in White Bear Lake, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is involved in insurance sales and also dedicates time to referring small businesses as a resource to help them operate more efficiently. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a dual focus on brokerage and insurance activities.

Matthew Anderson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and 9 years of industry experience. He has worked at Gradient Investments since 2019 and was previously with Gradient Advisors, LLC and Case Central. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Shelby Ferstl is a CFP® professional with seven years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Michael Branch is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Focus Financial Network Inc. and Osaic since 1995. Branch also has involvement in the sale of fixed insurance products as a minor part of his practice. Focus Financial Network serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services, including portfolio management and financial planning, while emphasizing coordination with other professionals for estate planning and related legal or tax matters.

Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Ernest Miller is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Prior to his advisory career, he was involved with On Call Pavement Sweeping, Inc. for eight years. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Gradient Advisors, he worked at RIA Advisory Group, LLC and held roles at several insurance and financial services firms. He is also an owner of Insurance Brokers of MN, which offers various health and property insurance plans. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates multiple analysis techniques and risk assessment tools.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and three years of industry experience. He has previously worked at Christensen Fonder Dardi PLLC and currently serves as Principal Attorney at Jacobson Estate Law PLLC, where he focuses on estate planning and related legal matters. 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 coordinated advisory services with an emphasis on estate planning and collaboration with outside professionals.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Michael Hughes is a Series 65 licensed financial advisor with Gradient Advisors, LLC in Arden Hills, MN, with one year of industry experience. Prior to joining Gradient Advisors, he held roles within related entities and has experience outside finance as a sports official. He is also a third-degree member of the Knights of Columbus Council #4374, a Catholic fraternal charity organization. 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, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

Mason Sheehy is a financial advisor at Mutual Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Principal Securities Inc. and American Family Insurance. Outside of advising, he is involved in insurance sales and has acted in feature films. Mutual Advisors serves a diverse client base, including individuals, trusts, retirement plans, and institutional investors, managing assets through a combination of active and passive strategies tailored to client objectives. The firm is notable for its significant institutional presence and use of multiple analytical approaches and third-party tools to customize portfolios.

Sarah Morgan is an investment adviser representative at Focus Financial with three years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Morgan also provides sales and service of insurance products including life, long-term care, and annuities. Focus Financial Network serves a diverse range of clients including individual investors, retirement plans, trusts, charities, and corporate entities, offering managed accounts, financial planning, and retirement plan consulting. The firm utilizes personalized investment advice, coordination with outside professionals, and detailed disclosures to support both discretionary and non-discretionary management approaches.

Steve Olsonoski is a financial advisor at Focus Financial with 40 years of industry experience. He has been with Focus Financial and OSAIC since 1999 and has also worked with National Benefits since 1985. Olsonoski holds a Series 63 designation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, third-party manager access, retirement plan consulting, and financial planning services.