Kyle Danner is a CFP® professional with 9 years of experience, currently serving as a financial advisor at Larson Financial Group, LLC since 2018. He also has a Series 66 license and has been involved with Larson Financial Securities, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to a range of clients including individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, and employs tools such as option overlays and separately managed accounts while using AI-assisted methods to support research and documentation.

Jeffrey Mc Ginley is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Cetera Advisor Networks LLC. He operates out of Minneapolis, MN, and divides his time between serving as an investment advisor representative and a registered representative. Thrivent Advisor Network, LLC provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm focuses on long-term, customized asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Samuel Wilczek is a financial advisor at Focus Financial in Minneapolis, MN. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Focus Financial, he worked briefly at Ameriprise - Alacrity Wealth Advisors and has experience working outside the industry. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides managed account services and financial planning, emphasizing personalized investment advice and coordination with other professionals for estate planning and related legal or tax matters.

Cameron Rosenow is a financial advisor at NorthRock Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Curi Wealth Management LLC and SharpVue Capital, LLC. Rosenow is based in Minneapolis, MN. 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 broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and AI-supported tools for portfolio management and oversight.

Melissa Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 21 years of industry experience. She has held positions at Purshe Kaplan Sterling Investments, North Oaks Financial Group, and Thrivent Financial for Lutherans. Webb also serves as a Client Coordination Manager, focusing on client coordination and process development. Thrivent Advisor Network, LLC provides advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisors. The firm emphasizes a long-term investment approach, offering customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while working closely with clients to monitor accounts and achieve financial goals.

Eric Christofferson is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing a range of investment vehicles including low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary portfolio management and financial planning services.

Jesse Bergland is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding CFP® and ChFC® designations with 23 years of industry experience. He previously worked with Northwestern Mutual in various roles from 2002 to 2026. Outside of advisory work, he is the sole owner of JBWI Holdings, LLC, a non-investment related business entity. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian programs, with a majority of assets managed on a discretionary basis.

Brian Mckibban is a CFP® with 19 years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen Wealth Advisors since 2016 and CliftonLarsonAllen LLP since 2019. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm integrates fiduciary RIA services with broker-dealer and insurance activities and offers multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Loren Van Patten is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held roles at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC, where he serves as president. Outside of advisory work, he is involved in agricultural operations through Paradise Farms, LLC, participating in strategic planning and day-to-day farming activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations, offering customized portfolio management and financial planning. The firm emphasizes a long-term investment approach using low-cost funds, fixed-income securities, and alternative investments, supported by its integration within the broader Thrivent group.

Jenna Shermoen is a financial advisor with Riverbridge Partners, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at RBC Capital Markets and various financial and client service firms. She serves on the board of trustees and finance committee for Avenues for Youth, a Minneapolis-based nonprofit. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, institutions, and investment companies. The firm employs an investment-centric growth equity process and manages multiple pooled vehicles, with a range of institutional relationships and performance-based fee arrangements.

David Peck is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has previously worked at OSAIC, Charles Schwab, and LPL Financial. Outside of his advisory role, he is a drummer in a hobby band. Focus Financial Network, Inc. manages approximately $6.3 billion through 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, utilizing diverse strategies and investment vehicles tailored to client needs.

Robert Sandison is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Focus Financial Network and OSAIC since 1995. Outside of his advisory role, he serves as president of Peregrine Financial, Inc., a Subchapter S corporation. Focus Financial Network 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 with a range of managed account services, financial planning, and retirement consulting.

Josue Castillo Sr. is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1995. Castillo also serves as CEO of Focus Advisors 2010, a corporation established for tax purposes related to his securities business. 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 managed accounts, investment access, retirement consulting, and financial planning services.

Peter Taurinskas is an investment advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Mutual Trust Asset Management, Inc., Mutual Trust Co. of America Securities, and operating as a sole proprietor. He is also the owner of Ten Point Wealth Management, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers 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, employing a largely non-discretionary model and using a variety of analytical tools to support portfolio management.

Adam Thielen is an Investment Advisor Representative at Avantax Planning Partners, Inc. with three years of industry experience. He also leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has worked for over a decade providing CPA services in tax compliance and financial advisory. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated advisory and consulting services.

Jenna Wolff is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments and Ameriprise, along with several years working in public schools. Outside of her advisory work, she serves as a banquet server at Woodhill Country Club. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and it operates as part of the broader Thrivent group.

Christopher Mongeon is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at various Thrivent entities since 2008 and has held leadership roles in affiliated firms including Storyline, LLC and Ernst & Andrew, LLC. Mongeon also sells and services fixed insurance contracts as an insurance producer. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.

Deborah Bluhm is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gradient Securities and RIA Registrar, LLC since 2015. She also serves as a director of compliance and consultant for independent RIAs through RIA Registrar, LLC. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and business entities. The firm uses a non-discretionary approach that combines fundamental, technical, and cyclical analysis and often employs third-party managers while arranging and monitoring these relationships.

Sadie Bresnahan is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Innovative Planning Group. She has also been involved with the University of St Thomas in various capacities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.