Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Ernest Miller is a financial advisor at Gradient Advisors, LLC holding a Series 66 designation and beginning his career in 2025. Prior to joining Gradient Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc in 2025 and was involved with On Call Pavement Sweeping, Inc from 2017 to 2025. He also operates Poppyseed Wealth Management LLC as an outside advisory business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates multiple analytical approaches for portfolio management.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. His prior roles include positions at RIA Advisory Group, MassMutual, PRUCO Securities, and Senior Retirement Planners. He also owns Insurance Brokers of MN, a business specializing in property, casualty, health, group life, Medicare Advantage, prescription drug, and dental insurance plans. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, emphasizing a largely non-discretionary approach supported by detailed client risk assessments and multiple analytical methods.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously spent ten years at Christensen Fonder Dardi PLLC and is also the principal attorney and owner of Jacobson Estate Law PLLC, where he handles estate planning and related legal matters. Focus Financial Network manages approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and integrated resources within the broader Thrivent group.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Michael Hughes is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Gradient Investments, he was with Gradient Financial Group and Gradient Advisors. Outside of his advisory role, Hughes serves as a sports official and is a third-degree member of the Knights of Columbus Council #4374. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

Mason Sheehy is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc., Principal Securities Inc, and Principal Life Insurance Company. Outside of advisory services, he is involved in acting, performing in feature films. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment solutions.

Sarah Morgan is an investment adviser representative with Focus Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Northwestern Mutual and has a background that includes client service and insurance product sales. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm combines personalized investment advice with coordination alongside outside professionals for estate and legal planning.

Steve Olsonoski is a financial advisor at Focus Financial with 40 years of industry experience. He has been with Focus Financial and OSAIC since 1999 and has also worked with National Benefits since 1985. Olsonoski holds a Series 63 designation. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Juli Wilder is an investment advisor representative at Thrivent Advisor Network, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Questar Asset Management. Wilder is also registered with Thrivent Investment Management, Inc., an affiliated entity of her primary firm. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, typically emphasizing diversified mutual funds and ETFs alongside other investment strategies.

Sean Deichert is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fiduciary Counselling, Inc. He has 10 years of industry experience, with prior roles at LPL Financial, Cetera, and Bell State Bank & Trust. Fiduciary Counselling, Inc. provides advisory services to individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment management alongside accounting, tax, estate planning, trust, and administrative services. The firm employs a disciplined investment approach based on asset allocation and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Joel Schrimpf is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with Focus Financial Network, Inc. since 2006. Outside of his advisory role, he coaches high school and youth wrestling. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Casey Mccarty is a financial advisor at Gradient Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Minnesota Life Insurance Co. He is also involved with T.A.B.C. Associates LLC as an accountant. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model with documented client objectives and risk tolerance.

Paul Vessel is a financial advisor with Gradient Securities, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Gradient Securities since 2020 and previously held positions at Questar Asset Management, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory role, he works as an independent contractor providing proofreading services for manuscripts. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm combines SEC-registered investment advisory services with broker-dealer activities and utilizes a mix of third-party managers and non-discretionary strategies.

David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the St. Lawrence Catholic Church Men's Club. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Ryan Wirth is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and previously worked at RBC Capital Markets for six years. Wirth maintains a Wisconsin license for Accident & Health, Life, and Variable Contracts. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focusing on broad asset allocation and diversification, offering services that include financial planning, portfolio management, and non-investment support such as tax preparation and bill pay.

Derek Hicks is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 18 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and serves as a Principal of the parent firm CliftonLarsonAllen LLP. Hicks has been with CliftonLarsonAllen Wealth Advisors since 2007 and with CliftonLarsonAllen, LLP since 2024. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm integrates investment management with multidisciplinary planning through its Private Client Services model, combining fiduciary RIA services with broker-dealer and insurance activities, alongside a growing investment banking and placement capability.

Jamie Jochum is a CFP® with 22 years of industry experience and is currently affiliated with Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services Inc and Prudential-affiliated firms. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers advisory services alongside commissionable securities and insurance products, typically delivering advice on a non-discretionary basis with client approval required for trades.