Vince Darling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Focus Financial. His work history includes roles at OSAIC and Focus Financial Network since 2018, alongside involvement with Darling Sales and Service Company since 2012. He is active in the Financial Planning Association of Minnesota’s NexGen Committee as a volunteer and board member. Additionally, he occasionally provides pet sitting services through the Rover app. 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 with a diversified investment approach.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Timothy Jenneke is a CFP® professional with 25 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of advising, he is a partner in ELMOBE LLC, an entity established to manage business expenses for his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans via a multi-team structure. The firm emphasizes diversified, long-term portfolio construction using low-cost mutual funds, ETFs, and other investment vehicles, while offering both internal management and independent manager options.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Michael Binger is a CFA® credentialed financial advisor with 13 years of industry experience, currently with Gradient Investments, LLC. He has been associated with Gradient Investments since 2012 and is also a passive investor in O'Shaughnessy Distilling Co. Gradient Investments, LLC provides discretionary investment management to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of portfolios, managed on a discretionary basis with continuous monitoring and periodic rebalancing.

James Walsh is a CFP® professional with 38 years of experience, currently advising clients at Focus Financial. He has been with Focus Financial Network and OSAIC since 1996. Outside of advisory services, he is the owner of Walsh Financial Management Inc., where he manages the business operations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services, emphasizing collaboration with other professionals for estate planning and related legal or tax matters.

Antony Hallada is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of CliftonLarsonAllen LLP. 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Drew Bergstrom is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Financial. His prior work includes roles at OSAIC and Royal Alliance Associates, INC., as well as experience in manufacturing and at the University of Minnesota Duluth. He also holds ownership in an investment-related LLC and serves as a corporate secretary providing employee feedback to management. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering both discretionary and non-discretionary managed accounts along with retirement plan consulting and financial planning services.

Rexford Cattanach is a financial advisor at Advisor Share Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Sequent Planning, LLC, First Income Advisors, Gradient Advisors, LLC, and Keats Group, LLC, where he serves as president of a single-member wealth management and financial planning business. He is also an active member of the Stillwater Rotary Club, participating in community service and fundraising activities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs a platform-based approach, often utilizing third-party sub-advisers and model portfolios, and offers alternative and private investment options to eligible clients.

Michele Martin is a ChFC®-designated financial advisor with 15 years of industry experience, currently serving as President at Prosperity - An EisnerAmper Company. She has held roles at multiple firms, including AdvisorNet Wealth Management and Lurie Wealth Advisors. Martin is a board member of St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a multi-team approach with about 63 advisors managing approximately $5 billion in client assets, emphasizing asset allocation and diversification through the use of third-party managers and technology platforms.

Jeffery Zimmerman is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial and its affiliated entity OSAIC since 2011. Outside of advisory work, he has served as a business development manager focused on training and transitioning new advisors and staff, and holds a trustee role managing estate trust disbursements. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporations. The firm offers personalized advisory services encompassing portfolio management, asset allocation, and estate planning coordination, supporting both discretionary and non-discretionary management through various investment platforms.

Nancy Weatherup is a financial advisor with Western Wealth Management LLC in Roseville, MN, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She previously worked for LPL Financial from 2015 to 2025 and has been with Western Wealth Management since 2026. Outside of her advisory work, she was involved with the Miss Minnesota Scholarship Organization from 2025 to 2026. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of investment strategies including firm-designed model portfolios and access to third-party managers.

Cameron Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes through dedicated investment teams and offers both discretionary and non-discretionary portfolio management.

Kevin Mix is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Gradient Securities and its related entities since 2011 and is currently affiliated with Looking Glass Wealth Management. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a mix of advisory services and commissionable securities and insurance products.

Daniel Steffes is a financial advisor at The Oak Ridge Financial Services Group, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience. His prior work includes roles at Hilltop Securities Inc. from 2019 to 2023 and Ameriprise Financial Services, Inc. from 2009 to 2019. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

David Mushel is a Series 65-licensed financial advisor at Gradient Advisors, LLC with one year of industry experience. Prior to joining Gradient Advisors, he was a student for ten years. He also works with RIA Registrar in a registration and compliance role. 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, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Brian Kruse is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with NorthRock Partners since 2013. Kruse maintains current Minnesota insurance licenses. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, incorporating private market investments and AI tools to support tax-aware investing and portfolio monitoring.

Richard Chaffee Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. and Chaffee & Associates, holding the ChFC® and Series 63 designations. He has 53 years of industry experience, including 17 years with M HOLDINGS SECURITIES and over 21 years managing his own firm, Chaffee & Associates, where he serves as CEO. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of portfolio management by Financial Professionals and third-party sub-advisors.

John Cook is a financial advisor at Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 designations with 13 years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance, and Wells Fargo Clearing. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm utilizes a combination of third-party tools and proprietary models, serving clients with an operational integration across the Principal Financial Group family.