David Finch is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years at Ameriprise Financial Services and Ameriprise Advisor Services. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

David Packard is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Packerland in 2022, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, Packard is involved in tax preparation and works as an independent insurance agent, as well as providing care for a disabled child. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing the Hilltop-cleared Envestnet platform to deliver diversified investment solutions.

Derek Hartman is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise, and Aqua Freedom LLC. 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, emphasizing individualized portfolio construction and ongoing oversight through a mix 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 at AdvisorNet Wealth Partners with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Clearpath Wealth Advisors, OSAIC, Everest Financial Group, Securities America, Charles Schwab, and Great Waters Financial. Outside of her advisory role, she is also an insurance agent in Minnetonka, MN. AdvisorNet Wealth Partners provides 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 offers both discretionary and non-discretionary management strategies.

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® with over 33 years of experience in the financial services industry. She is affiliated with Capital Analysts and holds roles with multiple firms, including Bryan Ventures, Lincoln Investment, Aag Securities, and United Brokerage Services, where she serves as Vice President of Marketing. In that capacity, she works with insurance companies on annuity and life sales as well as recruiting and marketing support. Capital Analysts serves retail and institutional clients such as high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and in-house investment management.

Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 designations and has 20 years of industry experience. Cooney has been with Berthel Fisher since 2007 and also works with BFC Planning, Inc. Outside of advising, she manages office operations and marketing for Evergreen Financial Group and works as a shopper for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and delivery models tailored to client needs.

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 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary 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 with The Oak Ridge Financial Services Group, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to joining Oak Ridge in 2022, he worked at UBS Financial Services from 1995 to 2022. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

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 at firms including Cetera and Questar Asset Management. Townsend is also an insurance agent, selling life, 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, ETFs, and sub-advisors to implement client objectives.

Rachelle Nelko is a financial advisor with Capital Analysts based in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Nelko has worked with Lincoln Investment since 2010 and has longstanding roles at Aag Securities, Inc. and United Brokerage Services, Inc., where she serves as president and manages insurance services including life, annuities, and Medicare plans. Capital Analysts serves a diverse client base, including retail, high-net-worth, institutional investors, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team utilizing a proprietary mutual fund screening process.

Gregory Petrie is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Peak Brokerage Services. Outside of finance, he is a band member of the Accomplice cover band. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

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.