Todd Moser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC in Minneapolis, MN. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves as a board member for the Children’s Heart Foundation and holds fiduciary roles, including trustee and personal representative capacities. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, periodic rebalancing, and private market allocations, supported by AI tools alongside human oversight.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Michael Jechorek is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2014. In addition to his advisory role, he is involved in recruiting through RIA Registrar. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Charles Hynes is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Clifton Larson Allen and PwC. He holds an insurance license but is not currently appointed with any insurance companies. 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 a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

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.

William Couchman is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Tier One Performance and various educational institutions. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Nathan Weber is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young LLP, and the University of St. Thomas. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, complemented by access to independent managers and ongoing portfolio oversight.

Josiah Kellogg is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. His prior roles include positions at Creative Edge Group and Cornerstone Wealth Advisors, as well as experience as a tax associate at H&R Block. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Jasper is a CFP® with 23 years of industry experience. He has worked at NorthRock Partners, LLC since 2019 and previously spent 16 years at Ameriprise Financial Services, Inc. He also maintains insurance licensure and operates as an Independent Insurance Broker. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes diversification, private market allocations, and the use of AI-supported tools, while maintaining human oversight.

Thomas Mcgannon is a CFA® charterholder with 12 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and AI-driven tools to support tax-aware investing and risk assessment.

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.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She has worked at NorthRock Partners since 2013, including time at Purshe Kaplan Sterling Investments from 2013 to 2016. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations along with AI-supported tools for portfolio monitoring.

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.

Cruz Lemmerhirt is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Target Corporation and has diverse experience in roles including positions at the University of St. Thomas and Grand View Lodge. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified portfolios using a range of investment options and supports both internal portfolio management and independent manager selection.

Nicholas Kavelaris is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Fidelity Investments and Annex Wealth Management. Outside of financial advising, Kavelaris is an adjunct professor and serves as chairman of the leadership team at Grace Church. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm combines RIA fiduciary services with broker-dealer and insurance activities, utilizing strategic asset allocation through model portfolios and multidisciplinary planning with its parent company CliftonLarsonAllen LLP.

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.

Andrew Knutson is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Ian Donaldson and Keith Moeller. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

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.