Scott Schneidermann is a CFP® certificant with 19 years of industry experience, currently serving at Advisornet Wealth Partners. His prior experience includes roles at 41 Financial, Boyum Wealth Architects LLC, LPL Financial, and Next Financial Group Inc. Outside of his advisory work, he has operated as a sole proprietor in real estate rental property ownership. Advisornet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.

Rachel Meyer is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research Inc. prior to her current role. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive planning services, employing proprietary, long-term investment strategies developed by an Investment Committee.

Matthew Fitch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of his advisory work, Fitch is involved as a paid youth hockey coach with the STMA Youth Hockey Association. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a range of in-house and third-party strategies along with ongoing portfolio oversight.

Samuel Stenson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 66 credential and has previously worked at Cetera, Advisornet Financial Inc, and US Bank among other firms. He also serves as a senior sales consultant for annuities at IFC National Marketing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of around 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and utilizes multiple third-party platforms to tailor investment solutions.

John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. 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, retirement plan consulting, and financial planning services.

William Wixon is a financial advisor at Berger Financial Group with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Gardner Financial Services, Inc. and operated Wixon Advisors, Inc. He is also president and owner of Wixon Financial Insurance Agency, a non-investment insurance business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an Investment Committee.

Jill Renneke is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She previously worked at Larson Wealth Partners, LLC and Counsel Wealth Management, Inc. Outside of her advisory role, she serves as a softball coach for White Bear Lake Area Schools. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party money manager recommendations.

Blake Weimer is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oak Ridge in 2022, he worked at Pacer Financial, Inc., Mostad Construction, Inc., INNSPACE, and the University of Montana. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers through RBC Capital Markets, with most accounts managed on a non-discretionary basis and regular client reviews.

Savino Ranallo is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 42 years of industry experience. He has been with Oak Ridge Financial Services Group since 2006 and holds Series 63 and Series 65 designations. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets.

Mitchell Wood is a financial advisor at Intrua Financial in Minneapolis, MN, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Larson Financial Group, and Liberty Advisor Managed Assets. Outside of advisory services, he is the owner of MundaneAway, Inc. and Wood Equipment Rental LLC, and serves as an advisory board member for Chalice Network. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers a range of services including discretionary and non-discretionary asset management and retirement plan consulting.

Daniel Klein is a Certified Financial Planner® with 19 years of experience in the financial services industry. He is currently with AdvisorNet Wealth Partners and has previously worked at Cetera and Advanced Wealth Management Group. In addition to his advisory role, he is an insurance agent offering life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides 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, and ETFs, and offers both discretionary and non-discretionary management through various fee arrangements.

Derek Peterson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mutual of Omaha in various capacities since 2013. Outside of financial advising, he is a basketball instructor and is involved in multiple nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team, Bethany Lutheran College Alumni Board, and Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers solutions through platform relationships and allows advisors to work with third-party managers or act as portfolio managers for client accounts.

Michael Block is a financial advisor at New Edge Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 15 years before joining New Edge Wealth and NewEdge Securities LLC. Outside his advisory work, he is involved with the Universal Life Church. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers various advisory services, including wealth strategy, portfolio management, and institutional consulting, with an emphasis on asset allocation and investor behavior, integrating technology tools and third-party model platforms alongside adviser judgment.

William Couchman is a financial advisor with 49 Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Tier One Performance and has held positions in education and sports organizations. 49 Financial serves a diverse range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios.

Kayla Hall is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 registrations and bringing eight years of industry experience. Her prior roles include positions at LPL Financial and Northwestern Mutual, among others. Outside of advising, she coaches high school girls soccer. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house and third-party strategies.

Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. based in Golden Valley, MN. He holds Series 66, Series 65, and Series 63 licenses and has 13 years of industry experience. Prior to joining Oak Ridge, he worked at Regan Investments, Inc. for 17 years. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and comprehensive financial planning, with a focus on non-discretionary account management and detailed client financial information gathering.

Zach Shelby is a financial advisor at Berger Financial Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at 3 Rivers Financial LLC and Outdoor Appeals LLC. 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 through its affiliate Quorom, employing proprietary, long-term investment strategies developed by an Investment Committee.

Renae Lindberg is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. She holds a Series 65 credential and has worked with Guardian Capital Management and Guardian Resources since 2015. In addition to her advisory role, she is involved in insurance sales through Guardian Resources. 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 plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Robert Anderson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Great Valley Advisor Group, he worked at Centurion Financial Strategies and has additional experience as an insurance agent. Anderson also serves as president of a non-investment-related S-Corp, Andara Inc. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers 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.

Cynthia Rost is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at The Oak Ridge Financial Services Group since 2008, with prior roles at UBS Financial Services Inc. and Piper Jaffray Inc. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and custody through RBC Clearing & Custody.