Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. Focus Financial Network, Inc. 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 investment management and financial planning services.

Blake Weimer is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Oak Ridge since 2022. Prior to that, he was with Pacer Financial, Inc., Mostad Construction, Inc., INNSPACE, and the University of Montana. 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.

Todd Moser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC in Minneapolis, MN. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves as a board member for the Children’s Heart Foundation and holds fiduciary roles, including trustee and personal representative capacities. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, periodic rebalancing, and private market allocations, supported by AI tools alongside human oversight.

Savino Ranallo is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oak Ridge since 2006. 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, managing both discretionary and non-discretionary assets.

Susan Isaacson is a CFP® and PFS™ credentialed advisor at CX Institutional, LLC with 15 years of industry experience. She previously worked at Personal Wealth Partners LLC and LPL Financial. Isaacson is also a commissioned notary for the state of Minnesota. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across a variety of investment types, supplemented by third-party technology for reporting and tax management.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. 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 employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Derek Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2014 and Mutual of Omaha Insurance since 2013. Outside of his advisory role, he is a basketball instructor, an online seller of sports trading cards and collector shoes, and serves on several nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team and the Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, access to third-party money managers, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and utilizes Pershing as custodian, delivering managed solutions alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

William Couchman is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Tier One Performance and various educational institutions. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Nathan Weber is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young LLP, and the University of St. Thomas. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, complemented by access to independent managers and ongoing portfolio oversight.

Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63, 65, and 66 licenses and has 13 years of industry experience. His prior work includes 14 years at Regan Investments, Inc. and one year at UBS Financial Services. 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, managing a significant portion of assets on a non-discretionary basis.

Josiah Kellogg is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. His prior roles include positions at Creative Edge Group and Cornerstone Wealth Advisors, as well as experience as a tax associate at H&R Block. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Jasper is a CFP® with 23 years of industry experience. He has worked at NorthRock Partners, LLC since 2019 and previously spent 16 years at Ameriprise Financial Services, Inc. He also maintains insurance licensure and operates as an Independent Insurance Broker. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes diversification, private market allocations, and the use of AI-supported tools, while maintaining human oversight.

David Zack is a CFP® professional with 28 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has prior experience at Cetera and Cetera Wealth Services, LLC. He is the president and owner of Zack Financial Consulting, Inc. Outside of his advisory work, he serves as a board member of the New Prague Area Community Center. 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 sub-advisors, offering both discretionary and non-discretionary management across a range of fee arrangements.

Renae Lindberg is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. She holds a Series 65 credential and has worked with Guardian Capital Management and Guardian Resources since 2015. In addition to her advisory role, she is involved in insurance sales through Guardian Resources. 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 plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Thomas Mcgannon is a CFA® charterholder with 12 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Glynn Capital, Llog, and Whetstone Capital Advisors, 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 that includes broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and AI-driven tools to support tax-aware investing and risk assessment.

Robert Anderson is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at The Capital Advisory Group Advisory Services LLC, Centurion Financial Strategies, and United Planners' Financial Services of America. He is also president of Andara Inc., a non-investment-related business in Bloomington, MN. 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 uses a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management along with financial planning and retirement plan consulting.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN. He holds a Series 65 designation and has been with Boulay Wealth since 2025. Prior to joining Boulay Wealth, he spent time working in educational roles at the University of Minnesota, North High School, and St. Peter Catholic School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She has worked at NorthRock Partners since 2013, including time at Purshe Kaplan Sterling Investments from 2013 to 2016. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations along with AI-supported tools for portfolio monitoring.

Patrick Carotenuto is a CFP® and holds a Series 63 license with seven years of industry experience. He is currently with Fiduciary Counselling Inc., where he has worked since 2025. His prior experience includes roles at Carlson Family Office, UBS Financial Services, and The Vanguard Group. Fiduciary Counselling Inc. offers investment advisory, accounting, tax, trust, estate planning, and administration services to a diverse client base. The firm employs model portfolios based on asset allocation and capital market assumptions, managing both discretionary and non-discretionary assets across registered and unregistered funds, ETFs, private investments, and digital assets.

Cruz Lemmerhirt is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Target Corporation and has diverse experience in roles including positions at the University of St. Thomas and Grand View Lodge. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified portfolios using a range of investment options and supports both internal portfolio management and independent manager selection.