Blake Paurus is a financial advisor with Berger Financial Group in Plymouth, MN. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is involved with the Legacy Hoops Basketball Academy. 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, tax planning, and succession planning, delivering investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee.

Ryan Bodin is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Vanderbilt Advisory Services and has held various roles including ownership of Total Benefit Solutions, Inc. and serving as Chair of the Board for the Meningioma Brain Tumor Network. Bodin also coordinates the Lake Side Networking Group, which facilitates professional referrals among its members. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a mix of fundamental, technical, and charting analysis, supported by integrated retirement-plan and benefits consulting capabilities.

Scott Streed is a financial advisor with Focus Financial and holds the CFP® and Series 63 designations. He has 38 years of industry experience and has been with Focus Financial Network, Inc. since 2009. Outside of advisory work, he serves as president of Vogel Investment Planning, an S-Corp established for tax purposes related to his securities business. 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 and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

David Brouillette is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial and Securities America Advisors, Inc., with a combined tenure of over two decades. Brouillette is also a licensed agent selling fixed and life insurance products. 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, utilizing a mix of in-house strategies and third-party managers to provide individualized portfolio construction and ongoing oversight.

David Weinbach is a CFP® with 32 years of industry experience and is affiliated with AdvisorNet Wealth Partners. He has led Weinbach Investment Management LLC since 2013 and has been associated with Advisornet Financial, Inc. for the same period. Outside of his advisory work, Weinbach serves as a high school basketball official for the WIAA and participates in pickleball tournaments sponsored by a paddle manufacturer. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Andrew Sherwin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Belpointe Asset Management LLC since 2019 and is also involved with American Heritage Group, LLC, focusing on insurance sales and services. 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 through customized portfolios, model portfolios, and co- or sub-advisory relationships.

Kristi Remus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Minnetonka, MN, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with La Salle St. Securities, Inc. since 1998 and is also affiliated with Bridgewater Bank, where she has been involved for 29 years. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

David Schwandt is a CFP® and ChFC® with 40 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has worked at Cetera Advisor Networks and AdvisorNet Wealth Management for over a decade. Outside of advising, he is an attorney in Minneapolis and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and combines advisory, tax/accounting, and insurance services through affiliated entities.

Benjamin Waples is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company. Waples’s current responsibilities include financial planning, asset management, and qualified retirement plan sales. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Cory Beam is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Root Financial Partners and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and Fisher Investments. Beam serves as an officer in the United States Army Reserves. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers specialized portfolio options alongside educational programming and online academies.

Susan Trammel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at ICMA-RC Services, LLC, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of her advisory role, she is a joint property owner of a rental property managed by a third-party agent. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Nicholas Schneider is a financial advisor at Great Valley Advisor Group, LLC with Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Ryan Kompelien is a CFP® professional with nine years of experience in the financial industry. He has worked at Berger Financial Group since 2015 and previously spent five years at 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, utilizing proprietary, long-term investment strategies developed by an internal Investment Committee.

Thomas Pargett is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Boulay Wealth. His prior roles include positions at Carson Group, CMW, BerganKDV Wealth Management, Creative Planning, and TD Ameritrade. Boulay Wealth advises individual and high-net-worth clients, as well as corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Carter Morrissette is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. Prior to joining Berger Financial Group in 2024, he worked at Boulay Financial Advisors, LLC for two years and has a background in education, including roles at the University of Eau Claire and Maple Grove Public Schools. 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, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

David Bremer is a CFP® professional with 28 years of experience in financial advising. He has worked at Boulay Financial Advisors, LLC since 2002 and held roles at Valmark Securities, Inc. and Bfa Holdings, LLC. Bremer operates from Minneapolis, MN. He is part of Boulay Wealth, a firm serving individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach that emphasizes diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Paul Drach is a financial advisor at AdvisorNet Wealth Partners in Minnetonka, MN, holding the CFP®, ChFC®, and Series 63 designations with 38 years of industry experience. His career includes roles at Cetera and Planned Benefits, Inc. Outside of advisory work, he is the owner of Drach Financial and serves as a trustee for a family trust. 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.