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 a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 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, which provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisor representatives across 154 offices and manages nearly $1 billion in assets on its platform, typically providing portfolio services on a non-discretionary basis with tailored strategies using fundamental, technical, and cyclical analysis.

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.

Jack Radford is a CFP® professional at NorthRock Partners, LLC with three years of industry experience. Prior to joining NorthRock Partners in 2017, he worked at Wells Fargo and attended the University of Minnesota - Duluth. He is based in Minneapolis, MN. 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 investment approach emphasizing broad asset allocation and diversification, offering both discretionary and non-discretionary portfolio management along with a range of personal office services.

Francis Kulak is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience and holds a Series 66 designation. His prior work includes roles at FBL Financial Group and Bank of the West. He is also involved with Farm Bureau Life and related affiliates in insurance and financial planning activities. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. CliftonLarsonAllen Wealth Advisors 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’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.

Christopher Neston is a financial advisor with Ausdal Financial Partners, Inc. in White Bear Lake, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is involved in insurance sales and also dedicates time to referring small businesses as a resource to help them operate more efficiently. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a dual focus on brokerage and insurance activities.

Matthew Anderson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and 9 years of industry experience. He has worked at Gradient Investments since 2019 and was previously with Gradient Advisors, LLC and Case Central. 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 range of model and custom portfolios managed on a discretionary basis.

Robert Overby is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Oak Ridge Financial Services since 2004. Outside of his advisory role, he is the owner of Michelangelo Putting Greens Inc. 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, access to third-party portfolio managers, and comprehensive financial plans.

Jared Deutsch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mass Mutual Investors Services, and has over a decade of experience with JD Insurance Services, Inc. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, focusing on individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Shelby Ferstl is a CFP® professional with seven years of industry experience. She has been with Valeo Financial Advisors, LLC since 2018 and previously worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, uses independent managers as appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Brian Barrett is a CFP® with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services for four years. He maintains an active Illinois insurance licensure. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach with an emphasis on broad asset allocation and diversification, offering financial planning, portfolio management, and personal office services such as tax preparation and bill pay.