Bennett Lang is a financial advisor with Focus Financial who holds a Series 66 designation and has 11 years of industry experience. He has been with Focus Financial since 2015 and is also affiliated with OSAIC. Outside of his advisory role, Lang provides notary services as needed. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account solutions, retirement plan consulting, and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Andrew Harbeck is a financial advisor at Riverbridge with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Riverbridge Partners, LLC since 2015. Outside of his advisory role, he is also registered as a representative of an unaffiliated broker-dealer. Riverbridge Partners is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment-consulting services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm follows a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, including the Riverbridge Growth Fund.

John Bina is a financial advisor at BlueSpring Wealth Management, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior roles include positions 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 discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment policy process supported by its proprietary Sojourn™ application and provides specialized strategies such as custom option overlays and hedging for concentrated positions.

Joseph Grochowski is a CFP® and ChFC® with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has prior experience at Kestra Financial Inc., Vector Wealth Management, LLC, SNS Financial Group, and Purshe Kaplan Sterling Investments. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Matthew Svendsen is a financial advisor at Focus Financial with 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has been with Focus Financial Network since 2019. Outside of his advisory role, he is a partner in an entertainment company and participates as a band member in shows and booking activities. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm offers personalized investment advice and financial planning, emphasizing coordination with other professionals for estate planning and providing detailed disclosures on operational practices and potential conflicts.

Jacob Kruziki is a financial advisor at Focus Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and in non-financial roles including chiropractic support and retail management. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Rae Heitkamp is a financial advisor at Focus Financial with a Series 66 designation and one year of industry experience. Prior to joining Focus Financial and Osaic in 2024, Rae worked at FJORGE and Greenspring Media, among other roles. Rae also serves as a practice manager within the firm, handling trade placement, fund transfers, and required minimum distributions. 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.

Todd Morris is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Capital Advisory Group, LLC, and United Planners Financial Services. Outside of advisory work, he has been involved in tax preparation services and operated a land flipping business for several years. 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 investment management, financial planning, and retirement plan consulting, using both in-house strategies and third-party platforms to tailor portfolio construction and monitoring.

Mark Chamoun is an investment advisor representative with Thrivent Advisor Network, LLC, holding a Series 66 designation and one year of industry experience. He has been with Thrivent Advisor Network, LLC and Thrivent Investment Management since 2025. Prior to his advisory role, he attended Creighton University from 2021 to 2025. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside other investment options, and offers access to independent managers and model portfolios.

Jay Higgins is a CFP® with 12 years of industry experience, currently serving as a client relationship manager and principal at Riverbridge Partners, LLC. He has been with Riverbridge since 2005 and is also a registered representative of IMST Distributors, LLC. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm emphasizes a growth-equity investment process focused on sound management and conservative accounting, and it offers a range of services including sub-advisory mandates and management of pooled investment vehicles.

Shawn Jacobson is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked at NorthRock Partners since 2017 and previously spent 15 years at Legacy Financial Advisors Corporation. Shawn maintains a current Minnesota insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored, holistic investment approach focusing on broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and employing AI tools to support tax-aware investing and portfolio monitoring.

Andrew Walker is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with Thrivent-affiliated firms and Parable Wealth Partners since 2020, and has prior experience with Purshe Kaplan Sterling Investments and Rocket Capital Management. Walker teaches undergraduate students at Bethel University through a student investment fund experiential learning program and serves on several nonprofit boards, including a faith-based youth organization and Bethel University's investment committee. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, combined with ongoing account monitoring and the selection of independent managers.

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

Craig Keisling is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. He has been with Associated Investment Services and Associated Bank since 2026 and 2025, respectively. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating on a predominately non-discretionary basis.

Alexis Perron is a financial advisor with Great Valley Advisor Group, LLC. He holds Series 63 and Series 65 licenses and has experience working at LPL Financial and Ameriprise Financial Services, Inc. He has also been associated with Salo, a Korn Ferry Company. 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.

Brody Johnson is a CFP® professional with four years of experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His background includes various roles at CliftonLarsonAllen LLP and other financial institutions, as well as academic experience at the University of Minnesota-Duluth. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by model portfolios and third-party managed programs, integrating multidisciplinary planning through its Private Client Services model.

Matthew Engstrom is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Bank of America, and Merrill. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Peter Holupchinski is a CFP® and CFA® with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2013. The firm 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. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios utilizing both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Keith Berg is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, along with positions at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Outside of his advisory work, he serves as treasurer of a homeowners association and holds a leadership role in an LLC supporting his advisory firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Eric Dirkes is a financial advisor at Gradient Securities, LLC in Arden Hills, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Farmers Financial Solutions, Fraser, Meridian, and RIVERSOURCE DISTRIBUTORS INC. Gradient Securities, LLC provides financial planning, consulting, non‑discretionary asset management, and ERISA 3(21) retirement‑plan advisory services to individuals, pension and profit‑sharing plans, trusts, estates, and businesses. The firm operates primarily under a non‑discretionary model, combining fundamental, technical, and cyclical analysis, and often works with third‑party managers while maintaining detailed disclosures regarding its revenue-sharing and incentive arrangements.