Adellmarie Hargreaves is a financial advisor at EFS Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with EFS Advisors since 2016. EFS Advisors provides investment advisory and financial consulting services to a wide range of clients, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Eric Kautzman is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. Prior to joining Berger Financial Group in 2022, he worked at VisionPoint Advisory Group and spent a decade with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he serves as an administrator for the Russell B Hagen Foundation. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm utilizes proprietary, long-term investment strategies and manages many accounts on a discretionary basis with regular client reviews.

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.

James Shafer is a financial advisor at New Edge Wealth with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2005 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser oversight.

James Komoszewski is a financial advisor at AdvisorNet Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and AdvisorNet Financial since 2019. Outside of finance, he is a singer and songwriter involved in music publishing through his sole proprietorship, Jim Anthony Music. 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, and offers both discretionary and non-discretionary management.

John Webster is a financial advisor at Portfolio Medics, LLC with one year of experience. He holds Series 63 and Series 65 licenses and has previously worked at Reserve Financial Group for 29 years. Outside of his advisory role, he provides financial business consulting through Exemplar Wealth Protection and offers financial planning and insurance services as an independent insurance agent through Exemplar Business Solutions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a mix of strategic and tactical approaches and a variety of model portfolios.

William Adamson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, Merrill, RBC Capital Markets, and Northwestern Mutual. Outside of his advisory role, he serves as a junior varsity boys hockey coach at Westonka High School. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering both advisor-managed portfolios and access to third-party portfolio managers through RBC Capital Markets. The firm primarily manages accounts on a non-discretionary basis with regular client involvement.

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

Anthony Reynolds is a financial advisor at Berger Financial Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2020. Reynolds has been with Berger Financial Group since 2016. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, 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 managed by an Investment Committee.

Larry Berger is a CFP® professional with 41 years of industry experience. He has been with Berger Financial Group since 2016 and previously worked at Cambridge Investment Research in various capacities from 2002 to 2020. Outside of his advisory role, he is co-owner of a real estate entity. 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 and preparation, succession planning, and retirement-plan consulting and administration through its affiliate Quorom, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Daniel Kjorsvik is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with both firms since 1998. Outside of his advisory work, Kjorsvik owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing them. 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 account services, retirement plan consulting, and financial planning.

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.

Lori Bale is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 10 years of industry experience. She has been with The Oak Ridge Financial Services Group since 2004. Outside of her advisory role, Lori serves as an election judge for Minneapolis Elections & Voter Services. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody conducted through RBC Clearing & Custody.

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 16 years of industry experience, currently affiliated with Harbour Investments, Inc. and Integrity Financial Group since 2009. He holds Series 63 and Series 66 licenses and serves as a board member of a homeowners association in Maple Grove, MN. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies that utilize a range of investment instruments and model-based solutions.

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.

Matthew Nelson is a CFP® with 27 years of industry experience. He is currently an advisor at Savvy and previously worked for 19 years at Focus Financial Network and OSAIC. Nelson is also the owner of Perspective Financial Planning, LLC, and a managing partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a parent technology platform.

Wendy Frame is a financial advisor at Prosperity - An EisnerAmper Company in Minneapolis, MN. She holds a Series 65 designation and has been with Prosperity since 2025. Her prior experience includes 26 years at Lurie LLP and four years at Eisner Advisory Group LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation and diversification through discretionary and non-discretionary management strategies.