Zach Shelby is a financial advisor at Berger Financial Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at 3 Rivers Financial LLC and Outdoor Appeals LLC. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies developed by an Investment Committee.

Josiah Kellogg is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. His prior roles include positions at Creative Edge Group and Cornerstone Wealth Advisors, as well as experience as a tax associate at H&R Block. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Jasper is a CFP® with 23 years of industry experience. He has worked at NorthRock Partners, LLC since 2019 and previously spent 16 years at Ameriprise Financial Services, Inc. He also maintains insurance licensure and operates as an Independent Insurance Broker. 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 diversification, private market allocations, and the use of AI-supported tools, while maintaining human oversight.

Renae Lindberg is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. She holds a Series 65 credential and has worked with Guardian Capital Management and Guardian Resources since 2015. In addition to her advisory role, she is involved in insurance sales through Guardian Resources. 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 plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Thomas Mcgannon is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2024, following roles at Glynn Capital, Llog, and Whetstone Capital Advisors. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, and integrates private market allocations and technology-driven tools with ongoing human oversight.

Robert Anderson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Great Valley Advisor Group, he worked at Centurion Financial Strategies and has additional experience as an insurance agent. Anderson also serves as president of a non-investment-related S-Corp, Andara Inc. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN. He holds a Series 65 designation and has been with Boulay Wealth since 2025. Prior to joining Boulay Wealth, he spent time working in educational roles at the University of Minnesota, North High School, and St. Peter Catholic School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She has worked at NorthRock Partners since 2013, including time at Purshe Kaplan Sterling Investments from 2013 to 2016. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations along with AI-supported tools for portfolio monitoring.

Cynthia Rost is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at The Oak Ridge Financial Services Group since 2008, with prior roles at UBS Financial Services Inc. and Piper Jaffray Inc. The Oak Ridge Financial Services Group 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 and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and custody through RBC Clearing & Custody.

Andrew Knutson is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 11 years of industry experience. He holds CFP®, ChFC®, and Series 63 designations. Prior to joining Van Clemens, he worked at Ian Donaldson, Keith Moeller, and Ameriprise Financial. 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 offers customized portfolio management and comprehensive planning, employing various investment strategies and third-party managers, along with its own Growth Opportunities model focused on micro- and small-cap equities.

Paula Olson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 34 years of industry experience. She has been with Oak Ridge since 2003 and holds Series 63 and Series 66 credentials. The Oak Ridge Financial Services Group, Inc. 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 or segmented financial plans.

Stacy Hunt is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Safco Products, and Transitions Home Care. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and access to third-party asset managers. The firm builds personalized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms, and offers ERISA retirement-plan advisory services.

Michael Binstock is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Client One Securities, LLC, Cambridge Investment Research Advisors, Inc., and Broker Dealer Financial Services Corp. Binstock serves as Director of the Minneapolis Area for the F3E Foundation for Financial Education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning and ongoing asset management using a mix of fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Mary Bauman is a financial advisor at Boulay Wealth with two years of industry experience. She holds the Series 65 designation and previously worked for Midwest Pension & Profit Sharing Services for seven years. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, integrating advisory, tax, and insurance services through affiliated entities.

Nicholas Asmus is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Berger Financial Group since 2016, including a prior four-year tenure at Cambridge Investment Research Advisors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Amy Leuma is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and 65 licenses and 15 years of industry experience. Her prior experience includes roles at Morgan Stanley, Wells Fargo, and Ameriprise Financial Services. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers through RBC Capital Markets. The firm emphasizes detailed client financial information gathering and most accounts are managed on a non-discretionary basis with periodic reviews.

Christopher Crubaugh is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, having previously worked at Northwestern Mutual Wealth Management Company and Brian Eder. Crubaugh is a partial owner of several investment-related LLCs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Roland Garland is a financial advisor at Berger Financial Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Management, Inc. Outside of his advisory role, he serves on the Board of Directors for Mendakota Country Club, focusing on golf course improvements. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering comprehensive wealth management and financial planning services. The firm employs proprietary, long-term investment strategies managed through an Investment Committee and offers discretionary portfolio management with periodic client reviews.

Jonathan Pyne is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Berthel Fisher since 2007 and its planning affiliate since 2016. Outside of his advisory work, he serves as a pastor performing occasional weddings and funerals. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services through various platforms, including discretionary management and third-party arrangements. The firm manages approximately $906 million in client assets and provides tailored investment strategies through a network of independent representatives.

Christina Ulsby is a CFP® with six years of industry experience, currently serving as a financial advisor at Boulay Wealth. She has been with the firm since 2018 and previously worked at Dock 6 Pottery and Grad Staff. Boulay Wealth advises individual and high‑net‑worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory services with affiliated accounting and insurance firms.