William Richardson is a financial advisor at Avior Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sound Income Strategies LLC, Oakwood Capital Advisors, Allianz Life Insurance Company, and other firms. Outside of advisory work, he is involved in fixed insurance sales and manages a branch location that markets investment advisory and fixed insurance services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable entities, and banking institutions, using both long- and short-term strategies with continuous portfolio supervision.

Jacob Wolkowitz is a CFA® charterholder with 14 years of industry experience. He has worked at Accredited Investors Wealth Management since 2011. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm employs a mean-reversion investment approach and offers clients access to a range of private investment strategies alongside traditional portfolios.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Larissa Pettit Stentz is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oak Ridge since 2008, previously associated with UBS Financial Services and Piper Jaffray Inc. 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 through RBC Capital Markets, and conducts most account management on a non-discretionary basis with periodic reviews.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Scott Thiel is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Guardian Resources, Cetera, Advisornet Brokerage, and Northwestern Mutual. Outside of advisory work, he is an insurance agent specializing in fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives.

Christopher Geist is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Simplicity Wealth since 2021 and previously at Financial & Tax Architects, Inc. in 2019, as well as First Income Advisors since 2012. Outside of his advisory role, Geist is involved in managing consultants and recruiting advisors in an insurance marketing organization. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside discretionary and non-discretionary advisory services and technology solutions for other advisers.

Eric Kautzman is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. Prior to joining Berger Financial Group in 2022, he worked at VisionPoint Advisory Group and spent a decade with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory role, he serves as an administrator for the Russell B Hagen Foundation. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm utilizes proprietary, long-term investment strategies and manages many accounts on a discretionary basis with regular client reviews.

James Shafer is a financial advisor at New Edge Wealth with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2005 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser oversight.

James Komoszewski is a financial advisor at AdvisorNet Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and AdvisorNet Financial since 2019. Outside of finance, he is a singer and songwriter involved in music publishing through his sole proprietorship, Jim Anthony Music. 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 constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management.

Corinne Bedford is a CFP® and holds a Series 65 license, with 13 years of experience in the financial advisory industry. She has worked at Brighton Jones LLC since 2019 and previously spent eight years at Bell Investment Advisors, Inc. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model focused on whole-balance-sheet planning and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

John Webster is a financial advisor at Portfolio Medics, LLC with one year of experience. He holds Series 63 and Series 65 licenses and has previously worked at Reserve Financial Group for 29 years. Outside of his advisory role, he provides financial business consulting through Exemplar Wealth Protection and offers financial planning and insurance services as an independent insurance agent through Exemplar Business Solutions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a mix of strategic and tactical approaches and a variety of model portfolios.

Chad Carlson is a financial advisor with Boulay Wealth in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Valmark Securities, Inc. from 2015 to 2019 and has been associated with Boulay Financial Advisors since 2001 and Boulay, P.L.L.P. from 2000 to 2021. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, integrating advisory, tax/accounting, and insurance services through affiliated entities.

William Adamson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, Merrill, RBC Capital Markets, and Northwestern Mutual. Outside of his advisory role, he serves as a junior varsity boys hockey coach at Westonka High School. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering both advisor-managed portfolios and access to third-party portfolio managers through RBC Capital Markets. The firm primarily manages accounts on a non-discretionary basis with regular client involvement.

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

Anthony Reynolds is a financial advisor at Berger Financial Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2020. Reynolds has been with Berger Financial Group since 2016. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies managed by an Investment Committee.

Larry Berger is a CFP® professional with 41 years of industry experience. He has been with Berger Financial Group since 2016 and previously worked at Cambridge Investment Research in various capacities from 2002 to 2020. Outside of his advisory role, he is co-owner of a real estate entity. 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 and administration through its affiliate Quorom, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Daniel Kjorsvik is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with both firms since 1998. Outside of his advisory work, Kjorsvik owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing them. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning.

Adam Bjorklund is a financial advisor at Berger Financial Group with 7 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Berger Financial Group in 2023, he worked at Ameriprise Financial Services, Inc. and TSY Management. 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 planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.