Christopher Jasper is a CFP® with 22 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Jasper is also an independent insurance broker, maintaining current insurance licensure. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and other entities. The firm emphasizes a tailored, holistic investment approach with broad asset allocation and diversification, offering both discretionary and non-discretionary portfolio management along with personal office services such as tax preparation and bill pay.

David Zack is a CFP® professional with 27 years of experience in the financial services industry. He is associated with Advisornet Wealth Partners and has also worked with Cetera Wealth Services and Cetera. In addition to his advisory work, he serves as a board member of the New Prague Area Community Center. Advisornet Wealth Partners provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios and a combination of discretionary and non-discretionary management strategies to meet client objectives.

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 with 11 years of industry experience. He is currently with Northrock Partners, LLC, where he has worked since 2024. His prior experience includes roles at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. Northrock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and periodic rebalancing, and offers a range of personal office services including financial planning and tax preparation.

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.

Kelli Hill is a CFP® and Series 66-licensed financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. Prior to joining Fifth Third, she worked at Parr McKnight Wealth Management Group and Wells Fargo Clearing Services, and she has a law license in Minnesota. Hill also serves as an adjunct professor at the University of Minnesota’s Carlson School of Management, teaching a taxation of fiduciaries course, and holds board roles including with The Pfister Foundation and the Minneapolis Golf Club finance committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with shared resources and oversight.

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 at NorthRock Partners, LLC. She has been with NorthRock and its related entities since 2013 and previously worked at Purshe Kaplan Sterling Investments. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

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 CFP® and ChFC® with 10 years of industry experience. He is currently with Van Clemens Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Ian Donaldson, Keith Moeller, and Ameriprise Financial. Van Clemens Wealth Management, LLC provides portfolio management, financial planning, retirement plan consulting, and estate-planning support to individuals, trusts, estates, and institutional clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a customized investment approach that combines modern portfolio theory with fundamental and technical analysis.

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.

Jared Hillman is a financial advisor at Simplicity Wealth in Minneapolis, MN, holding a Series 65 designation with 11 years of industry experience. He previously worked at Sawtooth Asset Management for 10 years before joining Simplicity Wealth in 2021. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside model portfolios and independent managers, and combines advisory services with technology and operational support for other advisers.

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.

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

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.

David Benson is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo in various advisory and clearing roles. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios that employ tactical asset allocation across mutual funds, ETFs, and alternative investments, while integrating insurance distribution and annuity servicing into its advisory services.

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.