Keith Severson is a financial advisor with Lifeworks Advisors, LLC in Maple Grove, MN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Lifeworks Advisors in 2021, Severson worked at Strategic Wealth Group Registered Investment Advisor, Fiduciary Management Group, and Griffin Capital Securities. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm provides discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a combination of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

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 with Larson Financial Group, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and David Klein. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches while also offering third-party manager recommendations and pension consulting services.

Joseph Butorac is a financial advisor with Harbour Investments, Inc. based in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments and Butorac, Johnson & Associates since 2001. In addition to his advisory role, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing both fundamental and technical analysis to create customized strategies across various asset classes, with ongoing account monitoring and model-based solutions.

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.

Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. 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 combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.

Matthew Benson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Focus Financial Network and OSAIC, having previously worked at United Planners Financial Services of America, Lee Stoerzinger Inc., SII Investments, Inc., and Royal Alliance Associates. Outside of advisory roles, he serves as Vice President and Secretary of Hecla Land Company, an LLC owning farmland, where he manages administrative functions. 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, third-party manager access, retirement plan consulting, and financial planning services.

Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting, employing proprietary long-term investment strategies with fundamental analysis.

Brian Wagener is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes multiple roles with Focus Financial since 2018 and involvement with Osaic since 2019. Outside of his advisory work, he spent two years working at Frank and Andreas Pizza. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate entities, offering managed account services, financial planning, and retirement consulting. The firm emphasizes personalized investment advice tailored to investor profiles and coordinates closely with other professionals for estate planning and related legal or tax services.

Josiah Quick is a financial advisor at Osaic Institutions, Inc. with 11 years of industry experience. He holds a Series 66 designation and has held roles at Spire CU, Infinex Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Waddell & Reed. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser and broker-dealer model with significant third-party manager arrangements.

Philip Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 28 years of industry experience. He has previously worked with Investors Financial Group, LPL Financial Corporation, and Mutual Service Corporation. Anderson occasionally sells fixed insurance products as part of his other business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a fiduciary-based advisory model that utilizes a variety of investment strategies and technology platforms, providing access to proprietary and third-party managed account solutions.

Alek Van Valkenburg is a CFP® and Series 65-licensed advisor with nine years of industry experience. He has been with Creative Planning since 2022 and previously worked at Gradient Advisors and Case Central. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and follows a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Garrett Groebner is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2014. He also has ongoing experience with Ohio National Financial Services since 2010. Outside of his advisory role, he is involved in life insurance and indexed annuities sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Jillian Hoffman is a financial advisor at &Partners with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Ameriprise, Columbia Management Investment Advisers, and Transamerica Financial Advisors. Outside of her advisory role, she co-owns two print-on-demand merchandise businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting using a combination of proprietary and third-party strategies, with portfolio management supported by the Envestnet platform.

Qing Huang is a financial advisor with Transamerica Financial Advisors holding CFP® and Series 63 designations. He has over 30 years of experience at Seagate Technology as a system analyst in corporate finance and has been affiliated with Wfgia since 2011. Huang is involved in sales of insurance and non-insurance products with companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and TFA365.

Erin Kasmarik Mallett is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has one year of industry experience. Her background includes roles at Zschool, Miliare Group, and World Financial Group Insurance Agency, alongside teaching positions at Anoka Ramsey Community College, American Public University, Concordia University St. Paul, and Southwest Minnesota State University. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Nicholas Ovshak is a Certified Financial Planner™ at Commonwealth Financial Network with eight years of industry experience. He has worked at several firms including Fidelity Brokerage Services and Ameriprise Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting a wide range of investment options and portfolio implementation approaches.

Lori Reiman is a financial advisor with Empower Advisory Group in Champlin, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Ameriprise Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Thomas Langseth is a financial advisor at OSAIC Institutions, INC. with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Allianz Life Insurance Company of North America, Allianz Life Financial Services, LLC, Wells Fargo Investments, LLC, Spire Credit Union, and Infinex Investments, Inc. OSAIC Institutions, INC. is a hybrid SEC-registered investment adviser and FINRA member that serves individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a model that delegates investment management to its advisers while providing firm supervision.