Brad Mcmurray is a CFP® with 35 years of experience in financial planning and investment management. He has worked at Focus Financial Network, Inc. since 1992 and OSAIC since 1997. He is also involved in the sale and service of fixed insurance products. Focus Financial Network serves a diverse client base, including individuals, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services that incorporate portfolio management, asset allocation, and coordination with other professionals for estate planning and legal or tax implementation.

Clare Schmokel is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 63 and Series 65 credentials and three years of industry experience. She has worked with Clarity Financial and Mutual of Omaha Investor Services since 2022 and previously held roles at Charlies On Prior and Minnesota State University. In addition to her advisory work, she is licensed as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager solutions, and managed account programs. The firm primarily delivers managed solutions through a platform relationship with Envestnet, using Pershing as custodian, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Joshua Canniff is a financial advisor at AdvisorNet Wealth Partners with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera and Cetera Wealth Services, LLC. Canniff is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management.

Mark Hennings is a financial advisor at Lanark Financial, Inc. in Minnetonka, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with NBC Securities, Inc. for 11 years since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary account management through a variety of program-based platforms.

Andrew Wixon is a CFP® professional with 16 years of experience in financial advising. He is currently with Berger Financial Group and has previous experience at Gardner Financial Services Inc and Wixon Advisors. Outside of his advisory work, he serves as Director of Finance for Bookstore Movers. Berger Financial Group provides wealth management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm uses proprietary, fundamental analysis-based investment strategies and offers discretionary portfolio management alongside tax and succession planning services.

Amy Wolff is a CFP® with 33 years of experience in financial planning and investment management. She is affiliated with AdvisorNet Wealth Partners and has held roles at several firms including Cetera and Collaborative Associates. Wolff is involved in nonprofit work as a board member of Daisy Camp, which provides divorce resources and education focused on women, and she participates in business ventures supporting divorce financial planning and fintech tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to a broad range of clients including individuals, trusts, and qualified plans. The firm employs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal models to implement client strategies.

William Richardson is a financial advisor at Avior Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sound Income Strategies LLC, Oakwood Capital Advisors, Allianz Life Insurance Company, and other firms. Outside of advisory work, he is involved in fixed insurance sales and manages a branch location that markets investment advisory and fixed insurance services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable entities, and banking institutions, using both long- and short-term strategies with continuous portfolio supervision.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Scott Thiel is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Guardian Resources, Cetera, Advisornet Brokerage, and Northwestern Mutual. Outside of advisory work, he is an insurance agent specializing in fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives.

Christopher Geist is a financial advisor with Simplicity Wealth, LLC in Eden Prairie, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Simplicity Wealth since 2021 and has prior experience with Financial & Tax Architects, Inc. and First Income Advisors. Geist is also involved in insurance marketing activities, including managing consultants and recruiting advisors. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, individual securities, and independent managers, while providing advisory services alongside technology and operational support for other advisers.

Adellmarie Hargreaves is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at EFS Advisors since 2016 and Advanced Advisor Group LLC since 2015. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, along with non-asset management financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and uses a client-centric suitability scoring process supported by proprietary technology and quarterly fund performance reviews.

Eric Kautzman is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. Prior to joining Berger Financial Group in 2022, he worked at VisionPoint Advisory Group and spent a decade with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he serves as an administrator for the Russell B Hagen Foundation. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm utilizes proprietary, long-term investment strategies and manages many accounts on a discretionary basis with regular client reviews.

James Shafer is a financial advisor at New Edge Wealth with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2005 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser oversight.

James Komoszewski is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with firms including Cetera and Investment Centers of America. Outside of finance, he is a singer and songwriter involved in music publishing through his sole proprietorship, Jim Anthony Music. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, ETFs, and sub-advisors to address client objectives.

John Webster is a financial advisor at Portfolio Medics, LLC with one year of experience. He holds Series 63 and Series 65 licenses and has previously worked at Reserve Financial Group for 29 years. Outside of his advisory role, he provides financial business consulting through Exemplar Wealth Protection and offers financial planning and insurance services as an independent insurance agent through Exemplar Business Solutions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a mix of strategic and tactical approaches and a variety of model portfolios.

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

Anthony Reynolds is a financial advisor at Berger Financial Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2020. Reynolds has been with Berger Financial Group since 2016. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies managed by an Investment Committee.

Larry Berger is a CFP® professional with 41 years of industry experience. He has been with Berger Financial Group since 2016 and previously worked at Cambridge Investment Research in various capacities from 2002 to 2020. Outside of his advisory role, he is co-owner of a real estate entity. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting and administration through its affiliate Quorom, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Daniel Kjorsvik is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been affiliated with both OSAIC and Focus Financial since 1998. Outside of his advisory work, he owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized investment advisory services that include portfolio management, financial planning, and retirement plan consulting. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and conflicts.