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.

Jan Barnes is a financial advisor at Larson Financial Group, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Larson Wealth Partners and Larson Financial Securities, LLC since 2020, in addition to prior roles at Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a specialized focus on physicians and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, alongside affiliated broker-dealer, commercial real estate, and private equity activities.

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 28 years of industry experience. His professional background includes roles at Investors Financial Group, Lpl Financial Corporation, and Mutual Service Corporation. Anderson also sells fixed insurance products on occasion. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.

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 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, she has co-ownership in two print-on-demand merchandise businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by fundamental, technical, and quantitative analysis.

Ricky Thorson is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, U.S. Bancorp Investments, LPL Financial, BMO Harris Bank, Wells Fargo, and JPMorgan securities. He has experience working in the Midwest Casino Company for 10 years alongside his financial services career. The Huntington Investment Company serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

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.

Angela Ruffin is a financial advisor at The Huntington Investment Company with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Huntington National Bank and other related firms. Outside of finance, she owns and operates Moment for Life Photography, specializing in portrait and event photography. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary models, supporting various wrap-fee programs through the Envestnet platform.

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.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Global Financial Private Capital. Outside of his advisory work, he is a self-employed musician who plays drums in a band. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Mark Johnson is a financial advisor with Eagle Strategies (NY Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions across multiple program types with an emphasis on non-discretionary asset management.

Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.