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Krista M

Series 65

Plymouth, MN

Berger Financial Group

Krista Masera is a Series 65 registered advisor with Berger Financial Group, bringing six years of industry experience. She has worked primarily at Berger Financial Group, with a brief tenure at Cambridge Investment Research Advisors. Outside of her financial career, she is involved with Angler's Haven Resort. Berger Financial Group serves individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial and retirement planning, tax services, and succession planning. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios across a broad range of asset types, often on a discretionary basis.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Tyler P

Series 66

Wayzata, MN

Great Valley Advisor Group, LLC

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, 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.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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Thomas H

Series 65

St Louis Park, MN

Balefire, LLC

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Taylor H

Series 66

Minnetonka, MN

LaSalle St. Investment Advisors, L.L.C.

Taylor Hubert is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He previously worked at United Health Group and KPMG LLP. Outside of his advisory role, he is involved with Bridgewater Bank. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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April B

CFP®, Series 63

Plymouth, MN

Berger Financial Group

April Bortscheller is a financial advisor at Berger Financial Group with 19 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. 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. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee using fundamental analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Mark O

CFP®, Series 63, Series 66

Plymouth, MN

Advisory Solutions Group

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Options & derivatives strategies Passive / index investing Active portfolio management
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Tyler J

Series 66

Plymouth, MN

Harbour Investments, Inc.

Tyler Johnson is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Minnesota Wild. Outside of his advisory role, he is also an author involved in publishing. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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John K

Series 63, Series 66

Minnetonka, MN

Advisornet Wealth Partners

John Karpinsky is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and 38 years of industry experience. His career includes roles at Advanced Wealth Management Group, Inc. and Cetera Wealth Services, LLC. Outside of financial advising, he is a part owner and guide at Promise Land Outfitters, a hunting guide service. 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 options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Joseph N

CFP®, Series 66

Minnetonka, MN

Advisornet Wealth Partners

Joseph Nelson is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has worked at Advisornet Wealth Partners since 2012 and previously spent six years with CETERA Advisor Networks LLC. Nelson also refers clients for online banking services through Choice Financial Group. Advisornet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Hugh D

Series 63, Series 66

Golden Valley, MN

The Oak Ridge Financial Services Group, Inc.

Hugh Dillon is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Oak Ridge since 2003. 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, with most accounts managed on a non-discretionary basis following client approval.

Wealth management
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Lucas A

CFP®, Series 63, Series 65

Plymouth, MN

Berger Financial Group

Lucas Auger is a financial advisor at Berger Financial Group in Plymouth, MN, with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans by providing wealth management, financial planning, income tax planning, and retirement-plan consulting. The firm utilizes proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios with a range of asset types on a discretionary basis.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Nicholas T

Series 63, Series 65

Delano, MN

Modern Wealth Management, LLC

Nicholas Tanner is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Choreo, LLC, RSM US Wealth Management LLC, Cetera Advisors Networks, LLC, and Business & Estate Advisers, Inc. He is based in Delano, MN. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and related services.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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David G

Series 63, Series 65

Golden Valley, MN

The Oak Ridge Financial Services Group, Inc.

David Goldenberg is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Feltl Advisors and Feltl and Company from 2014 to 2018. Outside of his advisory role, he owns Comm Clean Services, an office cleaning business in Plymouth, MN. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, managing both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and written financial plans, with a focus on non-discretionary account management and due diligence in third-party manager selection.

Wealth management
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Matthew H

Series 66

Plymouth, MN

Berger Financial Group

Matthew Hoekstra is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 license and 10 years of industry experience. His career includes roles at Cetera, Stewards Planning Group, and Avantax, among others. Outside of his advisory work, he serves on the board of Central Minnesota Christian School, participating in governance and policy-setting for the institution. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary portfolio management combined with regular client reviews.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Marie K

Series 63, Series 65

Edina, MN

LaSalle St. Investment Advisors, L.L.C.

Marie Kata is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LaSalle St. Investment Advisors since 2006 and LaSalle St Securities since 2001. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, including the LaSalle St. Asset Management Program (LAMP), third-party manager oversight, and a range of managed programs utilizing diverse asset classes.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Justin D

CFP®, Series 63

Edina, MN

Mutual Advisors, LLC

Justin Dering is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. His prior roles include positions at Fortune Financial, Integrated Equity Management, and Minnesota Life Insurance Company. He is a partner in a life insurance partnership related to Peak Design, a non-investment business activity. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Annuities Options & derivatives strategies
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Eric K

Series 63

Minnetonka, MN

Advisornet Wealth Partners

Eric Kallal is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding a Series 63 designation and 13 years of industry experience. He has worked with Cetera and Executive Financial Services, Inc., in addition to his current role at Advisornet Wealth Partners. Kallal is also involved in multiple financial advisory activities including ownership of ESK 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 constructs diversified portfolios using a range of investment vehicles and employs both discretionary and non-discretionary management strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Christopher H

CFP®, Series 63

Waconia, MN

Focus Financial

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Executive Founder/Business Owner
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Joseph G

CFA®, Series 66

Wayzata, MN

New Edge Wealth

Joseph Gossett is a CFA® charterholder with eight years of industry experience. He has worked at NewEdge Wealth and NewEdge Securities LLC since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial services career, he was employed at Entrust DataCard Corporation for two years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools such as AI-assisted analytics.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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Eric H

Series 65

Plymouth, MN

Berger Financial Group

Eric Hansen is a Series 65-registered advisor with Berger Financial Group, based in Plymouth, MN, and has three years of industry experience. Prior to joining Berger Financial Group, he worked for Fresh Start Companies, Inc. for 19 years. 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 proprietary long-term investment strategies developed by its Investment Committee.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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