Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client involvement in portfolio decisions and conducts custody and trade execution through RBC Clearing & Custody.

Mark Hennings is a financial advisor at Lanark Financial, Inc. in Minnetonka, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with NBC Securities, Inc. for 11 years since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary account management through a variety of program-based platforms.

Andrew Wixon is a CFP® professional with 16 years of experience in financial advising. He is currently with Berger Financial Group and has previous experience at Gardner Financial Services Inc and Wixon Advisors. Outside of his advisory work, he serves as Director of Finance for Bookstore Movers. Berger Financial Group provides wealth management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm uses proprietary, fundamental analysis-based investment strategies and offers discretionary portfolio management alongside tax and succession planning services.

Tyler Loch is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, bringing 8 years of industry experience. Prior to joining CliftonLarsonAllen in 2018, he held roles at Alerus and Bremer Bank. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach through model portfolios and combines fiduciary advisory services with broker-dealer and insurance activities.

Amy Wolff is a CFP® with 33 years of experience in financial planning and investment management. She is affiliated with AdvisorNet Wealth Partners and has held roles at several firms including Cetera and Collaborative Associates. Wolff is involved in nonprofit work as a board member of Daisy Camp, which provides divorce resources and education focused on women, and she participates in business ventures supporting divorce financial planning and fintech tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to a broad range of clients including individuals, trusts, and qualified plans. The firm employs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal models to implement client strategies.

Matthew O'Connell is a Series 66-licensed financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, MN, and has two years of industry experience. He has held positions at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and CHS Inc. Outside of his advisory role, he owns Storyline, LLC, a non-investment-related business. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term, customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as a subsidiary of Thrivent Financial for Lutherans with integrated investment and insurance product options.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has held roles at Carlson Capital Management, Private Client Services, Affiance Financial LLC, and Cetera Advisor Networks LLC. He is also a Principal of the parent firm CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and offers integrated multidisciplinary planning supported by an Investment Committee and a range of investment products and strategies.

William Richardson is a financial advisor at Avior Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sound Income Strategies LLC, Oakwood Capital Advisors, Allianz Life Insurance Company, and other firms. Outside of advisory work, he is involved in fixed insurance sales and manages a branch location that markets investment advisory and fixed insurance services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable entities, and banking institutions, using both long- and short-term strategies with continuous portfolio supervision.

Karen Wegner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. She holds a Series 66 credential and has nine years of industry experience. Prior to joining CliftonLarsonAllen in 2018, she worked at LPL Financial and The Priebe Group LLC, among other firms. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of strategic asset allocation and both discretionary and non-discretionary investment approaches.

Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Michael Follese is an advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company for 32 years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, he owns and operates Michael Follese Insurance Sales, an independent life and health insurance business. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies, supported by third-party tools and managers, and is noted for its sizable institutional capabilities alongside operational flexibility.

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Modus Advisors, Somerset Group, and Northwestern Mutual. He is also a Minnesota-licensed life, accident, and health insurance agent. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and portfolio monitoring.

Larissa Pettit Stentz is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oak Ridge since 2008, previously associated with UBS Financial Services and Piper Jaffray Inc. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers through RBC Capital Markets, and conducts most account management on a non-discretionary basis with periodic reviews.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Andrew Harbeck is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked at Riverbridge Partners since 2015 and concurrently at Foreside Fund Services since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, serving multiple institutional clients and utilizing performance-based fee arrangements for qualified investors.

John Bina is a financial advisor at BlueSpring Wealth Management, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment policy process supported by its proprietary Sojourn™ application and provides specialized strategies such as custom option overlays and hedging for concentrated positions.

Joseph Grochowski is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Sns Financial Group, LLC (d/b/a Vector Wealth Management), Purshe Kaplan Sterling Investments, and Vector Wealth Management, LLC. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment approach includes a customized policy developed with clients using a proprietary application, combining various investment vehicles and offering specialized strategies such as option overlays and hedging for concentrated positions.

Scott Thiel is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Guardian Resources, Cetera, Advisornet Brokerage, and Northwestern Mutual. Outside of advisory work, he is an insurance agent specializing in fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives.

Matthew Svendsen is a financial advisor at Focus Financial with 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has been with Focus Financial Network since 2019. Outside of his advisory role, he is a partner in an entertainment company and participates as a band member in shows and booking activities. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm offers personalized investment advice and financial planning, emphasizing coordination with other professionals for estate planning and providing detailed disclosures on operational practices and potential conflicts.