Brandon Rud is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2021, with prior experience at Tigress Financial Partners and the University of Minnesota. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services along with investment banking and research capabilities.

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers 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 range of proprietary portfolio models and third-party managers, with most assets managed on a discretionary basis.

Anthony Cameranesi is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Before entering the financial sector, he was a professional hockey player for six years. He has worked at NorthRock Partners since 2023 and had prior roles at Gradient Securities, Gradient Advisors, and Case Central 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, often utilizing Independent Managers and integrating private market allocations where suitable.

Tracey Simonson is a CFP® with 36 years of industry experience, currently serving at Focus Financial since 2009. She also holds the position of President at Cameron Financial Corporation, a business bookkeeping and tax firm. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Matthew Larson is a CFA® charterholder affiliated with NorthRock Partners, LLC in Minneapolis, MN. He has four years of industry experience, including prior roles at The Servion Group, Rock'n Dough, and Green Mill. 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 combining broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and using AI-supported tools alongside human oversight.

Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners provides comprehensive wealth management and advisory services to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates asset allocation, diversification, private market investments, and advanced tools for tax-aware investing and risk assessment.

Elle Smits is a CFP®-certified financial advisor with three years of industry experience, currently with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis. Her background includes roles at Wipfli Financial, Sand Valley Golf Resort, and various positions at the University of Wisconsin-Madison. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach using firm-constructed model portfolios supplemented by third-party programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Nicholas Taylor is a financial advisor at Thrivent Advisor Network, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Taylor is also the owner of an LLC that manages business operations for his advisory practice. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering diversified portfolios and access to both internal and independent investment managers.

Sally Oradei is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers a range of wealth management and asset management services through both discretionary and non-discretionary advisory models, incorporating internal portfolio strategies alongside third-party managers and alternative investments.

Andrea Adie is a financial advisor with Focus Financial, holding a Series 66 designation and based in Minneapolis, MN. Andrea has been with Focus Financial Network and its affiliated firm, Osaic Wealth Inc, since 2020. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and related legal or tax matters.

Joseph Altman is a financial advisor with AlphaStar Capital Management in Hudson, WI, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and various service and real estate companies. He is also an agent at Principal Preservation Services, LLC, dedicating part of his professional time to insurance services. AlphaStar Capital Management provides discretionary investment management, financial planning, and retirement plan services to individuals, corporate clients, and other advisers. The firm employs strategic and tactical investment approaches across diverse asset types and offers subadvisory and participant account management services at an enterprise scale.

Cheryl Starman Coombs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Riverbridge Partners, LLC since 2016. She is based in Minneapolis, MN. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Paul Hill is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding the Series 66 designation and eight years of industry experience. Before joining Northrock in 2021, he worked at Wells Fargo Clearing from 2017 to 2021 and held shorter-term roles at 43 Hoops, Siauliu, and ASE Paks in 2016 and 2017. Outside of his advisory work, he owns and operates a YouTube channel focused on motivation, inspiration, and car discussions. 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 investments and employing AI-driven tools to support tax-aware investing and portfolio monitoring.

Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. 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.

Benjamin Schmidling is a financial advisor with AlphaStar Capital Management in Woodbury, MN. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Principal Wealth Services, LLC, All Star Financial, and Financial Planning and Information Services. AlphaStar Capital Management serves individual clients, corporate and business clients, and retirement plans. The firm offers discretionary investment management, financial planning, participant account management for 401(k) and pension plans, and subadvisory services, employing a range of investment strategies and third-party technologies.

Sean Stevenson is a financial advisor at Gradient Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and Gallacher Capital Management, LLC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary investment framework and offers a range of model and custom portfolios managed on a discretionary basis.

Matthew Jorgensen is a CFP® with 21 years of industry experience, currently serving at Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services and Valtinson Bruner Financial Planning LLC. He serves on the board of the Somerset Youth Hockey Association. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm typically delivers advice on a non-discretionary basis and utilizes extensive affiliations and revenue arrangements involving affiliated insurance and investment entities.

Leann Davies is a financial advisor at Choreo, LLC in Minneapolis, MN, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC from 2015 to 2022 before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Karl Knuths is a Series 66-licensed financial advisor with Focus Financial, based in Minneapolis, MN, and has 10 years of industry experience. He previously worked at TD Ameritrade and Thrivent Financial before joining Focus Financial Network in 2021. Outside of his advisory role, he is a part-owner of a family-owned agricultural LLC in Iowa, though he does not actively manage it. Focus Financial Network provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers personalized investment advice, portfolio management, and estate planning coordination, utilizing both discretionary and non-discretionary management approaches supported by advanced operational practices.