Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. 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 emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.

Steven Schoeder is a financial advisor at Associated Investment Services, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at United Planners Financial Services, Personal Wealth Partners, LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with assets managed predominantly on a non-discretionary basis.

Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing a platform with approximately $1.39 billion in assets under administration.

Amanda Bracklein is a financial advisor at Berger Financial Group with one year of industry experience. She holds a Series 65 designation and previously worked at Solventum and 3M. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary long-term investment strategies primarily managed on a discretionary basis with periodic client reviews.

Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Angela Erickson is a financial advisor at Berger Financial Group in Plymouth, MN, with 22 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. 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 and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Mark Berger is a CFP® with 23 years of industry experience, currently affiliated with Berger Financial Group and Purshe Kaplan Sterling Investments. His career includes 14 years at Cambridge Investment Research and related entities. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee and managing portfolios that may include stocks, bonds, mutual funds, ETFs, and options.

Robert Herje is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Aegis Capital in 2026, he worked for Northland Securities, Inc. for 23 years. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. He has been with Interactive Financial Advisors since 2003 and also operates IDSO Financial Services, where he sells life, health, disability, property casualty, and group insurance. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Paul Meyer is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory role, Meyer serves as a director of the Trans-Mississippi Golf Association, a charitable organization supporting turf-grass internships at country clubs. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Mark Lea is a financial advisor at Ausdal Financial Partners, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Portfolios, OSAIC, and Osaic Advisory Services. In addition to his advisory roles, he owns and operates The Tractor Works, a seasonal mowing business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

Malick Abid is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at SuperiorWealth Partners. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, and businesses through programmatic offerings. The firm’s investment approach centers on tactical asset allocation model portfolios and incorporates third-party managers, with an advisory footprint that integrates insurance distribution and annuity servicing.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

Michael Mc Cracken is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. Prior to that, he was with Gradient Advisors, LLC for three years and has owned Wealth Guide Financial since 2011, where he engages in insurance and fixed indexed annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates sub-advisors and third-party managers to support its services.

Eric Bennett is a financial advisor at AdvisorNet Wealth Partners with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Morgan Stanley, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Great Waters Financial. 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 employs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management tailored to client objectives.

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.