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Daniel H
Series 66
Minnetonka, MN
Advisornet Wealth Partners
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.
Glenn L
CFP®, Series 63
Plymouth, MN
Elevation Point Wealth Partners, LLC
Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.
Scott B
Series 63
St Louis Park, MN
Balefire, LLC
Scott Bradbury is a financial advisor at Balefire, LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including Princor Financial Services Corp and Principal Life Insurance Co. Bradbury is also a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, where he provides financial advice and education for 401(k) participants. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management and financial planning. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.
Seth H
CFP®, ChFC®, Series 63, Series 66
Minnetonka, MN
Great Valley Advisor Group, LLC
Seth Hansvick is a CFP® and ChFC® with 12 years of industry experience. He is currently with Great Valley Advisor Group, LLC and was previously affiliated with LPL Financial and Thrivent Financial, including Thrivent Investment Management, where he worked for 11 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.
Kristi S
Series 66
Plymouth, MN
Berger Financial Group
Kristi Sanz is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 designation and 18 years of industry experience. She has previously worked at Cambridge Investment Research and Purshe Kaplan Sterling Investments. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary, long-term investment strategies developed by an Investment Committee.
Eric A
CFP®
Minneapolis, MN
Choreo, LLC
Eric Alexander is a CFP® professional at Choreo, LLC with experience in the financial services industry beginning in 2018. Prior to joining Choreo in 2026, he worked at Accredited Investors for five years and State Farm for three years. He also has a background with the University of St. Thomas. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-approved investment process.
Keith S
Series 63, Series 65
Maple Grove, MN
Lifeworks Advisors, LLC
Keith Severson is a financial advisor with Lifeworks Advisors, LLC in Maple Grove, MN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Strategic Wealth Group Registered Investment Advisor, Fiduciary Management Group, and Griffin Capital Securities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities through affiliated entities and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.
Daniel G
Series 63, Series 65
Minnetonka, MN
Great Valley Advisor Group, LLC
Daniel Gustafson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes extensive tenure at Securities America Advisors and LPL Financial. Gustafson also operates his own financial services business. Great Valley Advisor Group is a multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a combination of in-house strategies and third-party managers.
Andrew S
Series 63, Series 65
Minneapolis, MN
Larson Financial Group, LLC
Andrew Shuldheisz is a financial advisor at Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He has been with Larson Financial Group and its affiliated broker-dealer since 2020. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary strategies, incorporating both strategic and tactical investment approaches.
Mark J
Series 66
Plymouth, MN
Advisory Solutions Group
Mark Johnson is a financial advisor at Advisory Solutions Group with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including RBC Capital Markets and LPL Financial. Johnson is also involved with Wealth Enhancement Advisory Services as a registered administrator. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other registered investment advisory firms and constructs diversified portfolios using quantitative, momentum, and fundamental analysis.
Joseph B
Series 63, Series 66
Plymouth, MN
Harbour Investments, Inc.
Joseph Butorac is a financial advisor with Harbour Investments, Inc. based in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments and Butorac, Johnson & Associates since 2001. In addition to his advisory role, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing both fundamental and technical analysis to create customized strategies across various asset classes, with ongoing account monitoring and model-based solutions.
Robert M
Series 66
Minnetonka, MN
Advisornet Wealth Partners
Robert Mc Hattie is a financial advisor with Advisornet Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services and has been affiliated with AdvisorNet Wealth Partners since 2012. Outside of financial services, he serves on the board of the Saint Paul Association for Community Soccer and works as a gardener at Oak Marsh Golf Course. 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 constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and incorporates sub-advisors, independent managers, and internal model portfolios to implement client objectives.
Richard F
Series 63, Series 65
Minneapolis, MN
Larson Financial Group, LLC
Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.
Chad N
CFP®, Series 63
Minnetonka, MN
Advisornet Wealth Partners
Chad Norling is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with AdvisorNet Wealth Partners and has held roles at Executive Financial Services, Inc. since 1997, as well as at Cetera and Cetera Wealth Services. Outside of advising, he serves as president of Norling Financial Services. 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 constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios.
David B
Series 66
Minnetonka, MN
IHT Wealth Management LLC
David Bakker is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.
Samantha N
Series 66
Golden Valley, MN
The Oak Ridge Financial Services Group, Inc.
Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she serves as a basketball official for the Minneapolis Parks and Recreation Board. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts and access to third-party portfolio managers through RBC Capital Markets, with a focus on non-discretionary management and periodic portfolio reviews.
Justin G
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Justin Gervais is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at AdvisorNet Wealth Partners. He has worked at firms including RBC Capital Markets and City National Bank. Outside of advising, he is involved in property maintenance through GHS Development LLC. 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, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.
Charlie H
Series 65
Plymouth, MN
Berger Financial Group
Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. 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, employing proprietary long-term investment strategies with fundamental analysis.
Mark P
Series 63, Series 65
Minneapolis, MN
Mercer Global Advisors Inc.
Mark Pletts is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Waypoint Capital Advisors, LLC for nine years. Outside of his advisory work, he serves as a board and executive committee member for Matter NGO, a nonprofit focused on community improvement. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.
Jerod E
Series 66, Series 63
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Jerod Ewing is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial, TIAA-CREF, and Scottrade. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, utilizing quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.
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