Jeffery Zimmerman is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has served as a business development manager at Focus Financial, where his responsibilities include training and transitioning new advisors and staff. Additionally, he holds a trustee position overseeing the disbursement of estate trust assets. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 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 accounts, retirement plan consulting, and financial planning services.

Kevin Mix is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Gradient Securities and its related entities since 2011 and is currently affiliated with Looking Glass Wealth Management. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a mix of advisory services and commissionable securities and insurance products.

David Mushel is a financial advisor at Gradient Advisors, LLC with a Series 65 credential. He has been with Gradient Advisors since 2025 and has prior experience working as a Registration and Compliance Associate at RIA Registrar. Mushel was a student for ten years before beginning his advisory career. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm operates with a network of 169 investment advisor representatives and focuses on non-discretionary portfolio services, utilizing fundamental, technical, and cyclical analysis alongside financial planning and consulting on fixed-fee or hourly terms.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Brittany Danielson is a financial advisor at Gradient Investments, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at UNC Physicians Network and healthcare organizations. Gradient Investments provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities using a proprietary Wright Investment Strategies framework and a range of model and custom portfolios. The firm operates on a strictly fee-only basis and manages portfolios primarily through mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Adam Estall is a CFP® with nine years of industry experience, currently serving at Gradient Advisors, LLC. He has worked with Gradient Advisors since 2017 and held a position at Case Central, LLC from 2014 to 2016. Outside of his advisory role, he is also Senior Vice President of Product and Strategies at Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm operates through a network of 169 advisors across 154 offices, managing nearly $1 billion in assets with a focus on tailored portfolio strategies and client-approved transaction execution.

Michael Dolezal is a CFP® professional with 19 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and has been affiliated with LPL Financial since 2012. In addition to his advisory role, he holds an interest in North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is a multi-team 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 various platforms.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. 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 legal and tax professionals for comprehensive estate planning and related services.

Grace Haverkamp is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Gradient Securities since 2013, including roles at Gradient Wealth Management and Gradient Insurance Brokerage. Outside of advising, she serves as a co-trustee for a family living revocable trust and has held a vice president of marketing position within the insurance sector. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes a non-discretionary model with an investment approach combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Rachel Sams is a financial advisor at Gradient Securities, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent Financial and Edward Jones. Outside of her advisory role, she serves on the board of Our Hearts Align, a nonprofit focused on pregnancy loss awareness, and participates in several professional networking and community groups in Florida. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and institutional clients. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers while maintaining client approval on investment decisions.

Elizabeth Villalta is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Focus Financial since 2012 and also holds a resident insurance producer license for accident, life, and health, which she maintains through continuing education for use in her review of insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Charles Gruys is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Fidelity in various advisory capacities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients, combining diverse asset types and offering specialized strategies such as option overlays and hedging for concentrated positions.

Patrick Guerin is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 credential and has held roles at multiple related entities within the Gradient network since 2011. Outside of his advisory work, he serves as President of 45 North Wealth Group, LLC, where he provides advisory services, wealth management, and insurance sales. Gradient Advisors, LLC offers 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 advisors across 154 offices and employs a range of analytical tools and third-party money managers to tailor portfolio strategies.

Douglas Olson is a financial advisor with Focus Financial who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network since 2011 and has a longstanding involvement with West African Development Ministries dating back to 2007. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized investment advisory services through various management options and emphasizes coordination with other professionals for estate planning and related legal or tax matters.

Andrew Shuldheisz is a financial advisor at Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Larson Financial Group and its affiliated broker-dealer since 2020. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary strategies, incorporating both strategic and tactical investment approaches.

Richard Luckow is a financial advisor at Advisor Share Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, Gradient Advisors LLC, and Virtue Capital Management. Luckow has also been a self-employed insurance agent since 1993, selling fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, typically using third-party sub-advisers and model portfolios to implement client strategies.

Dawn Walker is a financial advisor at Creative Financial Designs, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at cfd Investments, Inc. since 2017 and previously at LPL Financial, LLC from 2008 to 2017. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed approaches, including a suite of Biblical Responsible Investing options.

Ernesto De La Torre Marin is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. He has been with Gradient Investments since 2019. Prior to his advisory role, he was involved in entrepreneurial ventures including Clear Choice Window Washing, LLC and Summit Interior Care and Restoration, LLC. Gradient Investments, LLC provides discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Sonya Hansmeyer is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. She has been affiliated with OSAIC and Focus Financial Network since 2003. Outside of her advisory role, she serves as a trustee overseeing a family trust, managing insurance premiums and trust assets. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm provides personalized investment advice tailored to client profiles and emphasizes coordination with other professionals for estate planning and legal or tax implementation.

Gavin Burnham is a financial advisor with Avantax Planning Partners, Inc. based in St. Paul, MN. He holds a Series 65 designation and has 11 years of industry experience. His work history includes roles at Honkamp Krueger Financial Services and Olsen Thielen & Co. 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, discretionary portfolio management, and offers tax-intelligent overlays, managing client accounts with centralized trading and reporting.