Dale Tondryk is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Tondryk Wealth Management for nine years. Additionally, he owns Tondryk Insurance Services, LLC, through which he is involved in the sale of index annuities. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies and offers discretionary wealth management alongside comprehensive financial and retirement planning services.

Patricia Keehr is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. She also has experience with a business named Panino's. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. 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, retirement plan consulting, and financial planning services.

Ryan Baumbach is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the Series 66 designation and has six years of industry experience. Prior to joining CliftonLarsonAllen in 2024, he worked at Ameriprise and Commonwealth, among other firms. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing both long-term and tactical investment approaches through firm-constructed model portfolios and third-party programs.

Luke Schneider is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Thrivent Advisor Network, LLC and has held roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, Schneider is involved in fixed insurance sales and manages vacation rental properties. 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, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.

Michael Johnson is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation with six years of industry experience. He has worked at Boulay Financial Advisors since 2018 and previously held positions at Colgate-Palmolive and SportsEngine. Michael also spent time at St. Thomas University between 2015 and 2019. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting, supported by integration with affiliated accounting and insurance firms.

William Wixon is a financial advisor at Berger Financial Group with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Gardner Financial Services, Inc. and operated Wixon Advisors, Inc. He is also president and owner of Wixon Financial Insurance Agency, a non-investment insurance business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an Investment Committee.

Blake Weimer is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oak Ridge in 2022, he worked at Pacer Financial, Inc., Mostad Construction, Inc., INNSPACE, and the University of Montana. 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 and access to third-party portfolio managers through RBC Capital Markets, with most accounts managed on a non-discretionary basis and regular client reviews.

Todd Moser is a CFP® professional with 22 years of experience in financial services. He is currently with NorthRock Partners, LLC, where he has worked since 2019, following sixteen years at Ameriprise Financial Services, Inc. He serves as a board member of the Children’s Heart Foundation and acts in various fiduciary capacities. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management along with access to alternative and private-market investments.

Savino Ranallo is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 42 years of industry experience. He has been with Oak Ridge Financial Services Group since 2006 and holds Series 63 and Series 65 designations. 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 and access to third-party portfolio managers through RBC Capital Markets.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. CliftonLarsonAllen Wealth Advisors, LLC 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 employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Daniel Klein is a Certified Financial Planner® with 19 years of experience in the financial services industry. He is currently with AdvisorNet Wealth Partners and has previously worked at Cetera and Advanced Wealth Management Group. In addition to his advisory role, he is an insurance agent offering life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting 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 through various fee arrangements.

Derek Peterson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mutual of Omaha in various capacities since 2013. Outside of financial advising, he is a basketball instructor and is involved in multiple nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team, Bethany Lutheran College Alumni Board, and Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers solutions through platform relationships and allows advisors to work with third-party managers or act as portfolio managers for client accounts.

Michael Block is a financial advisor at New Edge Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 15 years before joining New Edge Wealth and NewEdge Securities LLC. Outside his advisory work, he is involved with the Universal Life Church. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers various advisory services, including wealth strategy, portfolio management, and institutional consulting, with an emphasis on asset allocation and investor behavior, integrating technology tools and third-party model platforms alongside adviser judgment.

William Couchman is a financial advisor with 49 Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Tier One Performance and has held positions in education and sports organizations. 49 Financial serves a diverse range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios.

Kayla Hall is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 registrations and bringing eight years of industry experience. Her prior roles include positions at LPL Financial and Northwestern Mutual, among others. Outside of advising, she coaches high school girls soccer. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house and third-party strategies.

Nathan Weber is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding the Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young, LLP, and the University of St. Thomas. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized asset allocations using a mix of low-cost diversified mutual funds, ETFs, individual equities, bonds, and alternative investments.

Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. based in Golden Valley, MN. He holds Series 66, Series 65, and Series 63 licenses and has 13 years of industry experience. Prior to joining Oak Ridge, he worked at Regan Investments, Inc. for 17 years. 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, and comprehensive financial planning, with a focus on non-discretionary account management and detailed client financial information gathering.

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.