Savino Ranallo is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 42 years of industry experience. He has been with Oak Ridge Financial Services Group since 2006 and holds Series 63 and Series 65 designations. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets.

Susan Isaacson is a CFP® and PFS™ credentialed advisor with 14 years of industry experience. She has worked at CX Institutional, LLC since 2022 and previously at Personal Wealth Partners LLC and LPL Financial. She is also a commissioned notary for the state of Minnesota. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting through a multi-strategy platform that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes.

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.

Mitchell Wood is a financial advisor at Intrua Financial in Minneapolis, MN, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Larson Financial Group, and Liberty Advisor Managed Assets. Outside of advisory services, he is the owner of MundaneAway, Inc. and Wood Equipment Rental LLC, and serves as an advisory board member for Chalice Network. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers a range of services including discretionary and non-discretionary asset management and retirement plan consulting.

Michael Jechorek is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2014 and is also involved with RIA Registrar as a recruiter since 2023. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Martin O'Shaughnessy is a CFP® with seven years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior work includes roles at Fundamental Wealth Designs, CFG Retirement, Guardian Resources, and AssetMark Financial. He is also involved in sales of fixed insurance products on a limited basis. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Charles Hynes is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Clifton Larson Allen and PwC. He holds an insurance license but is not currently appointed with any insurance companies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.

William Couchman is a financial advisor with 49 Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Tier One Performance and has held positions in education and sports organizations. 49 Financial serves a diverse range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios.

Nathan Weber is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding the Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young, LLP, and the University of St. Thomas. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized asset allocations using a mix of low-cost diversified mutual funds, ETFs, individual equities, bonds, and alternative investments.

Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. based in Golden Valley, MN. He holds Series 66, Series 65, and Series 63 licenses and has 13 years of industry experience. Prior to joining Oak Ridge, he worked at Regan Investments, Inc. for 17 years. 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, and comprehensive financial planning, with a focus on non-discretionary account management and detailed client financial information gathering.

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.

Ryan Haefs is a financial advisor with Principal Advised Services in Saint Paul, MN, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Principal Life Insurance and Principal Financial Services, as well as prior positions in staffing, healthcare, and education sectors. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates as part of the Principal Financial Group family, providing access to affiliated products and a discretionary wrap-fee investment management program called SimpleInvest.

Christopher Jasper is a CFP® with 22 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Jasper is also an independent insurance broker, maintaining current insurance licensure. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and other entities. The firm emphasizes a tailored, holistic investment approach with broad asset allocation and diversification, offering both discretionary and non-discretionary portfolio management along with personal office services such as tax preparation and bill pay.

David Zack is a CFP® professional with 27 years of experience in the financial services industry. He is associated with Advisornet Wealth Partners and has also worked with Cetera Wealth Services and Cetera. In addition to 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 services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios and a combination of discretionary and non-discretionary management strategies to meet client objectives.

Thomas McGannon is a CFA® charterholder with 11 years of industry experience. He is currently with Northrock Partners, LLC, where he has worked since 2024. His prior experience includes roles at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. 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 focused on broad asset allocation, diversification, and periodic rebalancing, and offers a range of personal office services including financial planning and tax preparation.

Elijah Miller is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors and affiliated firms since 2016, as well as prior roles at The Hartford and Securian Financial Services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving at NorthRock Partners, LLC. She has been with NorthRock and its related entities since 2013 and previously worked at Purshe Kaplan Sterling Investments. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

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.

Todd Knutsen is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Gradient Securities since 2013 and also operates Knutsen Financial Group, PLLC, which provides accounting services. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer functions, frequently utilizes third-party managers, and manages a substantial amount of assets on a non-discretionary basis.