Eric Bennett is a financial advisor at AdvisorNet Wealth Partners with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Morgan Stanley, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Great Waters Financial. 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 employs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management tailored to client objectives.

Zachariah Haire is a financial advisor at Boulay Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise and in educational roles at the University of St. Thomas and Breckenridge School District. 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, offering integrated advisory, tax, and insurance services through affiliated entities.

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Joseph Troszak is a financial advisor at Berger Financial Group with a Series 65 credential and one year of industry experience. His prior work includes positions at Alarm.com and Mathnasium. 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, using proprietary long-term investment strategies developed by an Investment Committee.

Jeffrey Rathmanner is a CFP® with 30 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining The Oak Ridge Financial Services Group, Inc. in 2017. He also serves as a trustee for a personal trust, a fiduciary role he has held since 2006. The Oak Ridge Financial Services Group, Inc. 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. The firm serves a range of households and emphasizes non-discretionary account management with regular client reviews.

Kelsie Wilson is a financial advisor at Harbour Investments, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2019, in addition to roles at Westside Financial Services, LLC and Rita Wilczek, Inc. Wilson is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary management through various platforms.

Scott Schneidermann is a CFP® certificant with 19 years of experience in financial advisory. He is currently with AdvisorNet Wealth Partners and 41 Financial, having previously worked at LPL Financial and Next Financial Group Inc among others. Schneidermann also has experience as a real estate rental property owner. 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, ETFs, and various sub-advisors or internal model portfolios to implement client objectives.

Charles Benziger is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation with 13 years of industry experience. He previously worked at Parkside Advisors LLC and Parkside Capital Advisors, LLC. 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 AI-supported tools within client portfolios.

David Heitkamp is a CFP®-certified financial advisor with over 43 years of industry experience. He has been with Focus Financial Network, Inc. and Osaic since 1995. He serves as an executive officer at Focus Financial Network and holds a power of attorney for his father. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services and comprehensive financial planning. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and transparency in operational practices.

John Campbell is a financial advisor with ON Investment Management Company in Bloomington, MN, holding a Series 63 license and bringing 43 years of industry experience. He has worked with The O.N. Equity Sales Company since 2006 and has prior experience at Ohio National Financial Services and New England Securities dating back to 1990. Outside of his advisory role, Campbell is also active as a career agent in insurance, providing sales and counsel on life insurance, annuities, disability, and long-term care insurance. ON Investment Management Company is a multi-team, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement-plan sponsors. The firm offers comprehensive financial planning, portfolio management, and access to various third-party investment programs, managing assets through a combination of discretionary and non-discretionary arrangements.

Ian Stelter is a financial advisor with OnePoint BFG Wealth Partners in Minneapolis, MN. He holds a Series 66 designation and has experience working at Northwestern Mutual Investment Services LLC and Brian Eder. Outside of his advisory role, he serves as a youth hockey referee for Minnesota Hockey and occasionally works as a caddie at Oak Ridge Country Club. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary and third-party investment models with formal monitoring and rebalancing processes, managing most client assets on a discretionary basis.

Rachel Meyer is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research Inc. prior to her current role. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive planning services, employing proprietary, long-term investment strategies developed by an Investment Committee.

Chad Pratt is a financial advisor at Focus Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Focus Financial Network, Inc. and OSAIC since 2002. Pratt is also president of Financial Designs, a non-investment-related C corporation focused on research and client communication. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 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 investment management and financial planning services.

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.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

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.

Michael Michlitsch is a financial advisor at ValMark Advisers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with ValMark Securities, Inc. since 2016. In addition to his advisory roles, Michlitsch is involved in life insurance and annuities as a licensed agent and owns MA Management Group, LLC, which manages rental properties. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.

Adam Johnson is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and two years of industry experience. He has also been affiliated with National Agents Alliance since 2013. Outside of advisory work, Johnson manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a range of investment strategies and third-party platforms to construct tailored client portfolios.