Krista Masera is a financial advisor at Berger Financial Group with seven years of industry experience. She holds a Series 65 designation and has worked at Berger Financial Group since 2016, with a brief period at Cambridge Investment Research Advisors, Inc. Outside of financial advising, she is involved with Angler's Haven Resort. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary long-term investment strategies developed by its Investment Committee, managing portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

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.

April Bortscheller is a financial advisor at Berger Financial Group with 19 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. 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, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee using fundamental analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

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.

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.

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.

Steven Neutzling is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at CliftonLarsonAllen LLP and Lyft. 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 supported by model portfolios and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Hugh Dillon is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, including 23 years with Oak Ridge. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, serving clients through both discretionary and non-discretionary account management.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. CliftonLarsonAllen Wealth Advisors, LLC 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Lucas Auger is a CFP®-certified financial advisor with eight years of industry experience, currently with Berger Financial Group in Plymouth, MN. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, New York Life Insurance Co., and Red Square. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management and comprehensive financial planning. The firm employs long-term, fundamental analysis-based investment strategies managed primarily on a discretionary basis with periodic client reviews.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

David Goldenberg is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His prior roles include positions at Feltl Advisors, Feltl and Company, Robert Baird & Co., and Wells Fargo Investments. Outside of finance, he owns an office cleaning service, Comm Clean Services, operating in Plymouth, MN. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions, with a significant portion of assets managed on a non-discretionary basis.

Matthew Hoekstra is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 license and 10 years of industry experience. His career includes roles at Cetera, Stewards Planning Group, and Avantax, among others. Outside of his advisory work, he serves on the board of Central Minnesota Christian School, participating in governance and policy-setting for the institution. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary portfolio management combined with regular client reviews.