Jason Morrall is a financial advisor at NorthRock Partners, LLC with seven years of industry experience. He previously worked at Parametric, Huntington Private Bank, Citigroup, and BMO Capital Markets Corp. Morrall holds Series 65 and Series 63 designations. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of independent managers, integrating private market investments and leveraging AI tools alongside human oversight.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

John Hanselman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he owns and operates E&E Foods, an edible and beverage manufacturing business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering access to a broad range of investment instruments and alternative products.

Brent Henkelman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of advisory services, he is involved in selling and servicing fixed insurance contracts and participates in client education related to long-term care insurance referrals. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by an integrated structure within the broader Thrivent group.

Maxwell Gierke is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously worked at Osaic Wealth and has served in the US Army Reserves since 2015, where he holds leadership roles overseeing transportation operations and training exercises. Maxwell also serves as a notary public, providing document notarization for clients as needed. 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 plans, trusts, charitable organizations, and corporations, offering a range of managed accounts and financial planning services supported by economic, fundamental, and technical analysis.

Christopher Sebald is a CFA® charterholder with six years of industry experience. He has worked at Riverbridge Partners, LLC since 2020, following roles at Greys River Investments, LLC and Advantus Capital Management, Inc. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm’s investment approach centers on a growth-equity process based on five key factors, and it offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Samuel Mullins is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the CFP® and ChFC® designations and has four years of industry experience. His prior roles include positions at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Marc Kowalski is a CFP® professional with 29 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. Prior to joining NorthRock, he was the principal at Kowalski Financial Inc. for seven years and spent fourteen years with Royal Alliance Associates, INC. and Focus Financial Network, Inc. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.

Henry Jaunich is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Horizon Chemical LLC, Best Buy, and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive investment vehicles with oversight by an Investment Committee.

Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. 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, third-party manager access, retirement consulting, and financial planning services.

David Rains is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of his advisory work, he serves as a pro bono financial coach for Wings for Widows, providing financial education to individuals newly widowed. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing low-cost diversified mutual funds and ETFs along with individual equities, bonds, and alternative investments.

Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

Jackson Arland is a financial advisor with Focus Financial, holding a Series 66 credential and four years of industry experience. He has worked at OSAIC since 2021 and Focus Financial Network, Inc. since 2020, with prior experience at Frontrow Entertainment Systems, US Bank, and Bethel University. Outside of his advisory role, he serves as president of Arland Advising Inc., an S Corporation he established for administrative and payroll purposes. 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, retirement consulting, and financial planning services with an investment approach that includes individualized investor profiles and a broad mix of investment vehicles.

Brent Reinsberg is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Avantax Planning Partners since 2018. In addition to his advisory role, Brent is a partner and accountant at Mazanec, Bauer & Associates, a regional CPA firm, and serves as Treasurer for the Eagan Rotary Club. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlay options.

Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.

Suzanna Coelho is a financial advisor with Focus Financial who holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at United Planners Financial Planners and Lee Stoerzinger Wealth Management. Outside of advising, she has served as a notary associated with Lee Stoerzinger Wealth Management. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized advisory services through multiple management options and emphasizes coordination with other professionals for estate planning and related legal or tax services.

David Schian is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has 10 years of industry experience and has been with CliftonLarsonAllen since 2015. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of discretionary and non-discretionary approaches supported by model portfolios and third-party programs.

Matthew Stockman is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 12 years of industry experience and has worked at various entities within the Thrivent organization as well as Purshe Kaplan Sterling Investments and Storyline LLC, where he is the owner. In addition to advisory services, he serves as a wealth coach and director of operations at Thrivent Advisor Network’s affiliated retail advisory firm, Parable Wealth Partners. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Caleb Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha since 2013. In addition to his advisory role, he is 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, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, working with third-party managers and internal advisors to deliver tailored investment solutions.

Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.