Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive 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 developed by an Investment Committee.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Shawn Larson is a financial advisor at AdvisorNet Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has worked with firms including Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnhoff Farm, involved in farming and land conservation. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal models to meet client objectives.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. Boulay Wealth advises 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, and integrates advisory, tax/accounting, and insurance services through affiliated firms.

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently serving at AdvisorNet Wealth Partners. His background includes roles at Cetera Wealth Services and ownership of Webskowski Accounting. He is also involved in debt management counseling through his own business and is a published author of a tax-related book. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Dylan Fisher is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Client One Securities, LLC and Western Lakes Financial. Outside of his advisory role, he is involved in web design and SEO through 3 Plains Outdoor Marketing + Design and works as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary platform.

Richard Chaffee Jr. is a ChFC® credentialed financial advisor with 53 years of industry experience, currently associated with M Holdings Securities, Inc. since 2009. He is also the CEO of Chaffee & Associates, a firm he has led since 2005. M Holdings Securities, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers investment management, financial planning, retirement plan consulting, and insurance advisory, combining portfolio management by financial professionals with third-party sub-advisors and model portfolios.

Robert Beveroth is an investment advisory representative with AdvisorNet Wealth Partners in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Cetera. In addition to advisory services, he is active as an insurance agent, selling 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 employs diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

James Mattson is a financial advisor at AdvisorNet Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Ameriprise Financial Services. Mattson is an owner and advisor at Mattson Wealth Management, LLC, and serves as a board member for the St. Johns University Board of Alumnus. 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, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Thomas Schneider is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ausdal since 2020 and previously held roles at SSN Advisory, Securities Service Network, and Voya Financial Advisors. Schneider is also the owner of Schneider Consulting, where he provides insurance plans to individuals and small employee groups. Additionally, he serves as a chapter champion for the Free Enterprise Alliance, an advocacy group focused on limited government and fair competition. 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 a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Dylan Merchant is a financial advisor at AdvisorNet Wealth Partners with five years of industry experience. He holds a Series 66 designation and has worked at AdvisorNet Wealth Partners, Advanced Retirement Resources, and Equitable Advisors. Outside of his advisory role, he is a sales associate with Realty Benefit Services, involved in the sale of a tax account program. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting 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 options.

Hanna Rask is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 12 years of industry experience. She previously worked at Northwestern Mutual and LPL Financial. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to client needs.

Kaylee Mc Clellan is a CFP® professional with four years of industry experience currently with Great Valley Advisor Group, LLC. She previously worked at Ameriprise and LPL Financial. Outside of her advisory role, she is involved with Studio Third LLC, a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across wrap and non-wrap programs.

Michael Jacobson is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Focus Financial Network and its affiliated firm OSAIC since 1996. Outside of his advisory role, he owns Jacobson Financial Group, Inc., a non-investment business entity. Focus Financial Network 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, third-party manager access, retirement plan consulting, and financial planning services.

Roger Anderson is a CFP® with 41 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His prior experience includes roles at United Planners Financial Services and LPL Financial, among others. Anderson also operates Roger A Anderson Inc., a business entity for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Daniel Harrington is a financial advisor with Advisornet Wealth Partners, holding a Series 66 designation and over 17 years of industry experience. He has been with AdvisorNet Wealth Partners since 2012 and is also the owner of Harrington Financial Inc., operating under the DBA Still Waters Planning. Harrington volunteers with Presbyterian Homes & Services, engaging with men's groups on non-investment topics, and serves as secretary/treasurer for the BNI Premier Professionals networking group. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios across equities, fixed income, mutual funds, and ETFs, utilizing both discretionary and non-discretionary management approaches.