Adam Bjorklund is a financial advisor at Berger Financial Group with 7 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Berger Financial Group in 2023, he worked at Ameriprise Financial Services, Inc. and TSY Management. 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 planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Julie Heidenreich is a financial advisor at New Edge Wealth with 24 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and U.S. Bancorp Piper Jaffray. Outside of her advisory role, she is a notary in the State of Minnesota. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics alongside adviser judgment.

Luke Triplett is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Guardian Resources, Rudy Luther Toyota, Walser Honda, CoV Restaurant, Redstone American Grill, and The Cheesecake Factory. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships to serve its clients.

Garrett O'keefe is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and one year of industry experience. His background includes roles at Guardian Resources and University of Wisconsin, as well as work with Anoka County Parks and Living Colors Decorating LLC. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a variety of advisory services.

Christopher Yard is a CFP® professional with 17 years of industry experience. He is affiliated with Harbour Investments, Inc. and Integrity Financial Group, where he has worked since 2009. Outside of his advisory role, Yard serves as a board member for a homeowners association in Maple Grove, MN. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and providing multiple execution platforms.

Peter Anderson is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Guardian Capital Management, and GWG Holdings. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

James Armour is a financial advisor with Ausdal Financial Partners, Inc. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ausdal since 2011. Outside of his advisory role, Armour is an independent agent involved in long-term care and life insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Michelle Hagelin is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She previously worked at Ameriprise Financial Services, LLC from 2006 to 2026 before joining Advisory Solutions Group. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients with financial planning, consulting, and portfolio management while also providing back-office and business services to other RIAs. The firm employs diversified portfolios combining quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, research, and administration through a hybrid adviser-plus-service-provider model.

Raymond Schaper is a financial advisor at Momentum Independent Network Inc. with 42 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Independent Advisors, LLC for 22 years. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through the Hilltop group.

Leif Briel is a Certified Financial Planner® with 15 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various roles from 2011 to 2023. Outside of his advisory work, he has a business entity, Briel Enterprises, LLC, for tax and investment purposes. 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.

Morgan Cisneros is a financial advisor at New Edge Wealth with 13 years of industry experience. He previously worked at UBS Financial Services for eight years and Robert Baird & Co. for two years. Outside of his advisory role, Morgan is involved in coaching for the Town of Cedarburg Parks & Recreation and participates in social marketing for a health and wellness company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human oversight.

Krista Masera is a Series 65 registered advisor with Berger Financial Group, bringing six years of industry experience. She has worked primarily at Berger Financial Group, with a brief tenure at Cambridge Investment Research Advisors. Outside of her financial career, she is involved with Angler's Haven Resort. Berger Financial Group serves individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial and retirement planning, tax services, and succession planning. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios across a broad range of asset types, often on a discretionary basis.

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, 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.

Taylor Hubert is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 license with two years of industry experience. Prior to joining LaSalle in 2024, he worked at United Health Group from 2021 to 2024 and KPMG LLP from 2015 to 2021. Outside of his advisory role, he is involved in fixed insurance activities with Bridgewater Bank in Minnetonka, MN. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

April Bortscheller is a financial advisor at Berger Financial Group with 19 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. 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. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee using fundamental analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Tyler Johnson is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Minnesota Wild. Outside of his advisory role, he is also an author involved in publishing. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

John Karpinsky is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including prior roles at Cetera, Cetera Wealth Services, LLC, and Advanced Wealth Management Group, Inc. Outside of his advisory work, he is part owner and guide of Promise Land Outfitters, a hunting guide service. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and allocates to sub-advisors or internal models to meet client objectives.

Joseph Nelson is a CFP® professional with 23 years of experience in the financial services industry. He has been with AdvisorNet Wealth Partners since 2012 and previously worked at Cetera Advisor Networks LLC for six years. He is also involved with Advanced Retirement Resources and participates in a referral arrangement with an online banking service. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using various asset classes and offers both discretionary and non-discretionary management services.

Lucas Auger is a CFP®-certified financial advisor with eight years of industry experience, currently with Berger Financial Group in Plymouth, MN. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, New York Life Insurance Co., and Red Square. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management and comprehensive financial planning. The firm employs long-term, fundamental analysis-based investment strategies managed primarily on a discretionary basis with periodic client reviews.