Carter Morrissette is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. Prior to joining Berger Financial Group in 2024, he worked at Boulay Financial Advisors, LLC for two years and has a background in education, including roles at the University of Eau Claire and Maple Grove Public Schools. 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, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Jamie Jochum is a CFP® with 22 years of industry experience and is currently affiliated with Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services Inc and Prudential-affiliated firms. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers advisory services alongside commissionable securities and insurance products, typically delivering advice on a non-discretionary basis with client approval required for trades.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. 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 and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Michael Farrington is a financial advisor with Gradient Securities, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience and also serves as Director of Compliance at RIA Registrar, LLC, providing compliance consulting. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

Vince Darling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Focus Financial. His work history includes roles at OSAIC and Focus Financial Network since 2018, alongside involvement with Darling Sales and Service Company since 2012. He is active in the Financial Planning Association of Minnesota’s NexGen Committee as a volunteer and board member. Additionally, he occasionally provides pet sitting services through the Rover app. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 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 with a diversified investment approach.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

James Walsh is a CFP®-designated financial advisor with 37 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1996. In addition to his advisory role, he owns Walsh Financial Management Inc., where he manages the business operations. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Drew Bergstrom is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Financial. His prior work includes roles at OSAIC and Royal Alliance Associates, INC., as well as experience in manufacturing and at the University of Minnesota Duluth. He also holds ownership in an investment-related LLC and serves as a corporate secretary providing employee feedback to management. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering both discretionary and non-discretionary managed accounts along with retirement plan consulting and financial planning services.

Jeffery Zimmerman is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has served as a business development manager at Focus Financial, where his responsibilities include training and transitioning new advisors and staff. Additionally, he holds a trustee position overseeing the disbursement of estate trust assets. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Kevin Mix is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Gradient Securities and its related entities since 2011 and is currently affiliated with Looking Glass Wealth Management. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a mix of advisory services and commissionable securities and insurance products.

David Mushel is a Series 65-licensed financial advisor at Gradient Advisors, LLC with one year of industry experience. Prior to joining Gradient Advisors, he was a student for ten years. He also works with RIA Registrar in a registration and compliance role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Adam Estall is a CFP® professional with nine years of industry experience, currently serving at Gradient Advisors, LLC. He has held roles within Gradient since 2017 and previously worked at Case Central, LLC from 2014 to 2016. Estall also holds a position as Senior Vice President of Product and Strategies at Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Michael Dolezal is a CFP® professional with 19 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and has been affiliated with LPL Financial since 2012. In addition to his advisory role, he holds an interest in North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides 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.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with legal and tax professionals for comprehensive estate planning and related services.

Grace Haverkamp is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Gradient Securities since 2013, including roles at Gradient Wealth Management and Gradient Insurance Brokerage. Outside of advising, she serves as a co-trustee for a family living revocable trust and has held a vice president of marketing position within the insurance sector. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes a non-discretionary model with an investment approach combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Rachel Sams is a financial advisor at Gradient Securities, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent Financial and Edward Jones. Outside of her advisory role, she serves on the board of Our Hearts Align, a nonprofit focused on pregnancy loss awareness, and participates in several professional networking and community groups in Florida. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and institutional clients. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers while maintaining client approval on investment decisions.