Sadie Bresnahan is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Innovative Planning Group. She has also been involved with the University of St Thomas in various capacities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.

Jack Radford is a CFP® professional with nine years at NorthRock Partners, LLC and three years of industry experience. Prior to joining NorthRock Partners, he worked at Wells Fargo and studied at the University of Minnesota - Duluth. 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 asset allocation, diversification, and the use of independent managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. CliftonLarsonAllen Wealth Advisors 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’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.

Jared Deutsch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mass Mutual Investors Services, and has over a decade of experience with JD Insurance Services, Inc. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, focusing on individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Shelby Ferstl is a CFP® professional with seven years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Brian Barrett is a CFP® professional with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. He maintains an active Illinois insurance license. 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 that includes broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human review.

Michael Branch is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Focus Financial Network Inc. and OSAIC since 1995. 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 provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously spent ten years at Christensen Fonder Dardi PLLC and is also the principal attorney and owner of Jacobson Estate Law PLLC, where he handles estate planning and related legal matters. Focus Financial Network manages approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. 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 integrated resources within the broader Thrivent group.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Mason Sheehy is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc., Principal Securities Inc, and Principal Life Insurance Company. Outside of advisory services, he is involved in acting, performing in feature films. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment solutions.

Sarah Morgan is an investment adviser representative with Focus Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Northwestern Mutual and has a background that includes client service and insurance product sales. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm combines personalized investment advice with coordination alongside outside professionals for estate and legal planning.

Steve Olsonoski is a financial advisor at Focus Financial with 40 years of industry experience. He has been with Focus Financial and OSAIC since 1999 and has also worked with National Benefits since 1985. Olsonoski holds a Series 63 designation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Juli Wilder is an investment advisor representative at Thrivent Advisor Network, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Questar Asset Management. Wilder is also registered with Thrivent Investment Management, Inc., an affiliated entity of her primary firm. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, typically emphasizing diversified mutual funds and ETFs alongside other investment strategies.

Sean Deichert is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fiduciary Counselling, Inc. He has 10 years of industry experience, with prior roles at LPL Financial, Cetera, and Bell State Bank & Trust. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment management alongside accounting, tax, estate planning, trust, and administrative services. The firm employs a disciplined investment approach based on asset allocation and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Joel Schrimpf is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with Focus Financial Network, Inc. since 2006. Outside of his advisory role, he coaches high school and youth wrestling. 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, retirement plan consulting, and financial planning services.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. Thaldorf is also the owner and licensed insurance agent of Financially Fit, LLC, a business he has operated since 2011. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies across passive, active, tactical, and blended approaches.

David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the St. Lawrence Catholic Church Men's Club. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.