Kelsie Wilson is a financial advisor at Harbour Investments, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2019, in addition to roles at Westside Financial Services, LLC and Rita Wilczek, Inc. Wilson is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary management through various platforms.

Scott Schneidermann is a CFP® certificant with 19 years of experience in financial advisory. He is currently with AdvisorNet Wealth Partners and 41 Financial, having previously worked at LPL Financial and Next Financial Group Inc among others. Schneidermann also has experience as a real estate rental property owner. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various sub-advisors or internal model portfolios to implement client objectives.

Charles Benziger is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation with 13 years of industry experience. He previously worked at Parkside Advisors LLC and Parkside Capital Advisors, LLC. 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, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, and integrates private market allocations and AI-supported tools within client portfolios.

Ian Stelter is a financial advisor with OnePoint BFG Wealth Partners in Minneapolis, MN. He holds a Series 66 designation and has experience working at Northwestern Mutual Investment Services LLC and Brian Eder. Outside of his advisory role, he serves as a youth hockey referee for Minnesota Hockey and occasionally works as a caddie at Oak Ridge Country Club. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary and third-party investment models with formal monitoring and rebalancing processes, managing most client assets on a discretionary basis.

Rachel Meyer is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research Inc. prior to her current role. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive planning services, employing proprietary, long-term investment strategies developed by an Investment Committee.

Matthew Fitch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of his advisory work, Fitch is involved as a paid youth hockey coach with the STMA Youth Hockey Association. Great Valley Advisor Group is an SEC-registered, multi-team 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, using a range of in-house and third-party strategies along with ongoing portfolio oversight.

Patricia Keehr is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. She also has experience with a business named Panino's. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Samuel Stenson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Advisornet Financial Inc. Stenson is also engaged as a senior sales consultant for wholesale annuities with IFC National Marketing. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, and business entities through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple asset-allocation strategies and third-party platforms.

John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. 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.

Ryan Baumbach is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the Series 66 designation and has six years of industry experience. Prior to joining CliftonLarsonAllen in 2024, he worked at Ameriprise and Commonwealth, among other firms. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing both long-term and tactical investment approaches through firm-constructed model portfolios and third-party programs.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Luke Schneider is a CFP® professional with 26 years of experience in the financial services industry. 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, Schneider is involved in fixed insurance sales and manages vacation rental properties. 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, while offering access to independent managers and a range of implementation options.

William Wixon is a financial advisor at Berger Financial Group with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Gardner Financial Services, Inc. and operated Wixon Advisors, Inc. He is also president and owner of Wixon Financial Insurance Agency, a non-investment insurance business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an Investment Committee.

Jill Renneke is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She previously worked at Larson Wealth Partners, LLC and Counsel Wealth Management, Inc. Outside of her advisory role, she serves as a softball coach for White Bear Lake Area Schools. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party money manager recommendations.

Blake Weimer is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oak Ridge since 2022, following prior roles including at Pacer Financial, Inc. Blake also has experience outside finance, including work with Mostad Construction, Inc. and involvement with INNSPACE. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets, with a focus on non-discretionary account management and detailed client financial analysis.

Todd Moser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC in Minneapolis, MN. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves as a board member for the Children’s Heart Foundation and holds fiduciary roles, including trustee and personal representative capacities. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, periodic rebalancing, and private market allocations, supported by AI tools alongside human oversight.

Savino Ranallo is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 42 years of industry experience. He has been with Oak Ridge Financial Services Group since 2006 and holds Series 63 and Series 65 designations. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. 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 employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Mitchell Wood is a financial advisor at Intrua Financial in Minneapolis, MN, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Larson Financial Group, and Liberty Advisor Managed Assets. Outside of advisory services, he is the owner of MundaneAway, Inc. and Wood Equipment Rental LLC, and serves as an advisory board member for Chalice Network. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers a range of services including discretionary and non-discretionary asset management and retirement plan consulting.

Daniel Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and 19 years of industry experience. His prior work includes roles at Cetera Wealth Services and Advanced Wealth Management Group. Outside of advisory services, he is also licensed as an insurance agent offering life, health, disability, annuities, and long-term care products. 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, and ETFs, employing both discretionary and non-discretionary management approaches.