Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Angela Erickson is a financial advisor at Berger Financial Group in Plymouth, MN, with 22 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. 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 through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Mark Berger is a CFP® with 23 years of industry experience, currently affiliated with Berger Financial Group and Purshe Kaplan Sterling Investments. His career includes 14 years at Cambridge Investment Research and related entities. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee and managing portfolios that may include stocks, bonds, mutual funds, ETFs, and options.

Robert Herje is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Aegis Capital in 2026, he worked for Northland Securities, Inc. for 23 years. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. He has been with Interactive Financial Advisors since 2003 and also operates IDSO Financial Services, where he sells life, health, disability, property casualty, and group insurance. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Mark Lea is a financial advisor at Ausdal Financial Partners, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Portfolios, OSAIC, and Osaic Advisory Services. In addition to his advisory roles, he owns and operates The Tractor Works, a seasonal mowing business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Malick Abid is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at SuperiorWealth Partners. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, and businesses through programmatic offerings. The firm’s investment approach centers on tactical asset allocation model portfolios and incorporates third-party managers, with an advisory footprint that integrates insurance distribution and annuity servicing.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

Kamali Chambers is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Great Valley Advisor Group, Chambers worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance 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 through a combination of in-house strategies and third-party managers.

Michael Mc Cracken is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. Prior to that, he was with Gradient Advisors, LLC for three years and has owned Wealth Guide Financial since 2011, where he engages in insurance and fixed indexed annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates sub-advisors and third-party managers to support its services.

Eric Bennett is a financial advisor at AdvisorNet Wealth Partners with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Morgan Stanley, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Great Waters Financial. 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 employs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management tailored to client objectives.

Joseph Troszak is a financial advisor at Berger Financial Group with a Series 65 credential and one year of industry experience. His prior work includes positions at Alarm.com and Mathnasium. 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, using proprietary long-term investment strategies developed by an Investment Committee.

Jeffrey Rathmanner is a CFP® with 30 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining The Oak Ridge Financial Services Group, Inc. in 2017. He also serves as a trustee for a personal trust, a fiduciary role he has held since 2006. The Oak Ridge Financial Services Group, Inc. 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. The firm serves a range of households and emphasizes non-discretionary account management with regular client reviews.

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.

David Heitkamp is a CFP®-certified financial advisor with over 43 years of industry experience. He has been with Focus Financial Network, Inc. and Osaic since 1995. He serves as an executive officer at Focus Financial Network and holds a power of attorney for his father. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services and comprehensive financial planning. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and transparency in operational practices.

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.