Angela Mhiripiri is a financial advisor at Focus Financial with five years of industry experience. She holds a Series 66 designation and has worked at Focus Financial and Royal Alliance, as well as at Syngenta. She is based in Minneapolis, MN. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Richard Reid is a financial advisor with Gradient Securities, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Gradient Securities since 2013 and also owns and operates several other businesses, including Scott Reid CPAs, providing tax and accounting services, and Scott & Sarah Investments, a master franchise for high-end graphic printing. Reid is also treasurer of the nonprofit organization World Link Associates. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, emphasizing non-discretionary advice with client approval required for trade execution.

Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Mutual Advisors, he worked at Principal Financial Services and Principal Life Insurance Company for five years. In addition to his advisory role, he is a partner in an insurance agency and manages administrative operations for a financial services LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment to client objectives.

Elena Dant is a CFP® professional with three years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Minneapolis, MN. She has previously worked at Kestra Financial Inc. and Vector Wealth Management. Outside of finance, she works as a freelance collaborative pianist. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and offers specialized strategies, serving primarily higher-net-worth and institutional clients.

Robert Long Jr. is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.

Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Thrivent Investment Management Inc and Great Waters Financial. Prior to his financial career, he spent several years in educational roles within school districts and universities. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios typically constructed with low-cost mutual funds and ETFs, and offers access to independent managers and model portfolios.

Stephen Pascoe is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining Van Clemens Wealth Management, he worked at Country Capital Management Co and related insurance affiliates for eight years. Pascoe is also CEO of Inspire Companies LLC, which includes independent insurance and wealth management operations under the Inspire Financial Services brand. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.

James Elvestrom is a CFP® with 33 years of experience in the financial industry. He is currently a wealth advisor with Thrivent Advisor Network, LLC and has held prior roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner in an LLC established to manage business expenses related to his advisory firm and participates in client education for long-term care insurance referrals. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, and it supports clients with ongoing portfolio management, financial planning, and access to independent managers and model portfolios.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Robert Boll is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at Benchmark Electronics and LaCrosse Financial Planning, among other employers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using both discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

Keith Gangl is a CFA® charterholder with seven years of industry experience. He has been with Gradient Investments, LLC since 2018 and previously worked at Thrivent Financial for Lutherans for 24 years. Gradient Investments, LLC provides discretionary investment management to a broad client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a range of discretionary portfolios employing various asset types, including private equity and structured notes.

Katie Grage is a financial advisor with Gradient Securities, LLC and holds Series 65 and Series 63 credentials. She has 17 years of industry experience, including prior roles at Gradient Advisors, LLC and as Director of Compliance at RIA Registrar. Outside of advising, she is involved in compliance consulting through her role at RIA Registrar. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and businesses. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis combined with third-party manager relationships.

John Wiitala is a CFP® professional with six years at NorthRock Partners, LLC and two years of industry experience. Prior to joining NorthRock, he spent one year with the Rochester Americans and four years at Ohio State University. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses, using a tailored investment approach that incorporates asset allocation, diversification, and periodic rebalancing. The firm integrates private market allocations and employs AI tools alongside human review to support tax-aware investing and portfolio monitoring.

Theodore Kaminski is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Kaminski competes in fishing tournaments through the National Walleye Trail and works as a food taste tester with Food Perspectives, a program that donates to charity. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Adam Troendle is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at OSAIC, Fred Troendle and Associates, Royal Alliance Associates, Atlas Insurance Brokers, and American Family Insurance. He is also involved in insurance services, quoting life insurance within a comprehensive financial planning context. Focus Financial Network serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and financial planning, emphasizing coordination with other professionals for estate planning and related legal or tax matters.

Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.

Kimberly Johnson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. She has worked with Gradient Investments since 2021 and serves as Vice President of Sales and Marketing at RIA Registrar LLC, a role she has held since 2019. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Patrick Kulzer is a financial advisor at Gradient Securities, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at CRI Securities and Minnesota Life Insurance Company for 24 years, as well as at Cetera and Cetera Advisor Networks. He also owns Growth Consulting, LLC, which provides management consulting services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers to support client portfolios.