Derek Hartman is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has experience at Aqua Freedom LLC and Ameriprise Financial Services, Inc., with a total of several years in the financial industry including roles at LPL Financial and Ameriprise. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, with a focus on individualized portfolio construction and oversight using a combination of in-house strategies and third-party managers.

Gerson Diaz is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Boulay Wealth and has prior experience at Ameriprise Financial and Boulay Financial Advisors. Before entering the financial industry, he worked at Twin Town Pedicabs. 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 both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, supported by affiliations with an accounting firm and insurance agency.

Phoebe Bird is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at Clearpath Wealth Advisors, OSAIC, Everest Financial Group, Securities America, Inc., Charles Schwab, and Great Waters Financial. Outside of advising, she is an insurance agent in Minnetonka. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management approaches.

Renata Krieger is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Berger Financial Group, she held roles at Bethel University, Life Time Inc., Northwestern Mutual, North Central University, Western Racquet Club, and Pewaukee High School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning using long-term investment strategies developed by its Investment Committee.

Rebekah Quinlan is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Everest Financial Group and Securities America, Inc. Quinlan is also involved with NGC Global Wealth Management, an investment-related business in Minnetonka, MN. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis, incorporating both advisor-managed and third-party managed solutions.

Mary Beseke is a CFP®-designated financial advisor with Capital Analysts in Minneapolis, MN, bringing 33 years of industry experience. She has worked with Bryan Ventures, Lincoln Investment, Aag Securities, and United Brokerage Services throughout her career. In addition to her advisory role, she serves as Vice President of Marketing for United Brokerage Services, focusing on insurance services and recruited representatives. Capital Analysts serves a diverse clientele, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm utilizes an in-house investment management team and proprietary screening processes, and maintains close affiliations with Lincoln Investment and Pershing/BNY, managing approximately $8.8 billion across several hundred advisors.

Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. and holds Series 63 and Series 65 licenses. She has 19 years of industry experience and has been with Berthel Fisher since 2007. Prior to her current role, she was an operations manager at Evergreen Financial Group and has experience selling health and life insurance. Additionally, she has worked as a shopper and delivery provider for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of management and consulting platforms tailored to client needs, including discretionary and non-discretionary management, third-party money manager arrangements, and variable annuity sub-account management.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Timothy Sigstad is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has previously worked with Cetera and Caissa Wealth Strategies. In addition to his advisory role, he is involved part-time as a realtor assisting a family real estate team. 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 services.

Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers 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 primarily managed on a discretionary basis.

Steven Kittay is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 27 years before joining Oak Ridge in 2022. 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.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential. She joined the firm in 2025 and has less than one year of industry experience. Prior to her advisory role, she was a full-time student for over two decades. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. Focus Financial Network 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 managed accounts, retirement consulting, and financial planning services.

Michael Townsend is a financial advisor at Advisornet Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Wealth Services and Questar Asset Management. Townsend also serves as an insurance agent, selling life, annuities, and long-term care products. 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 uses diversified portfolios and various management approaches to implement client objectives.

Rachelle Nelko is a financial advisor with Capital Analysts in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Lincoln Investment since 2010 and has been involved with Aag Securities, Inc. and United Brokerage Services, Inc. since the mid-1990s. Nelko also serves as president of United Brokerage Services, where she manages various operational roles and provides insurance services including life, annuities, and Medicare plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management, advisor-managed models, and ERISA retirement plan advisory services. The firm’s investment decisions are guided by an in-house research team and include access to third-party managers, with a business model that supports advisors providing additional services such as insurance alongside advisory offerings.

Gregory Petrie is an investment advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Peak Brokerage Services. Outside of his financial career, he is a member of the band Accomplice. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm’s investment process incorporates client risk profiles and model portfolios, employing due diligence on sub-managers and offering discretionary and non-discretionary account management.

Robert Smrekar is a CFP® professional with 20 years of experience in financial advising. He has worked at Berger Financial Group since 2020, following a four-year tenure at Cambridge Investment Research Advisors. In addition to his advisory role, Smrekar is an independent insurance agent, providing insurance services to clients. 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 planning, tax planning, succession planning, and retirement-plan consulting, utilizing proprietary, long-term investment strategies developed by its Investment Committee.

Andrea Schrieffer is a CFP® and ChFC® affiliated with Great Valley Advisor Group, LLC, with 18 years of experience in the financial services industry. She has held roles at LPL Financial, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Management. Great Valley Advisor Group is an SEC-registered multi-team 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.

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and other strategies, delivering advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives and risk tolerances.