Savino Ranallo is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 42 years of industry experience. He has been with Oak Ridge Financial Services Group since 2006 and holds Series 63 and Series 65 designations. The Oak Ridge Financial Services Group 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 and access to third-party portfolio managers through RBC Capital Markets.

Susan Isaacson is a CFP® and PFS™ credentialed advisor at CX Institutional, LLC with 15 years of industry experience. She previously worked at Personal Wealth Partners LLC and LPL Financial. Isaacson is also a commissioned notary for the state of Minnesota. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across a variety of investment types, supplemented by third-party technology for reporting and tax management.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Daniel Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and 19 years of industry experience. His prior work includes roles at Cetera Wealth Services and Advanced Wealth Management Group. Outside of advisory services, he is also licensed as an insurance agent offering life, health, disability, 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 constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Martin O'Shaughnessy is a CFP® with seven years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior work includes roles at CFG Retirement, Guardian Resources, Belpointe Asset Management, and AssetMark Financial. He is also involved in the sales of fixed insurance products on a limited basis. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Charles Hynes is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Clifton Larson Allen and PwC. He holds an insurance license but is not currently appointed with any insurance companies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Derek Peterson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 2013. Outside of advising, Peterson is a basketball instructor and serves on several nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team, Bethany Lutheran College Alumni Board, and Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm utilizes third-party money managers and platforms like Envestnet and Pershing, serving a diverse client base including non-high-net-worth and high-net-worth individuals.

Michael Block is a financial advisor at New Edge Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 15 years before joining New Edge Wealth and NewEdge Securities LLC. Outside his advisory work, he is involved with the Universal Life Church. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers various advisory services, including wealth strategy, portfolio management, and institutional consulting, with an emphasis on asset allocation and investor behavior, integrating technology tools and third-party model platforms alongside adviser judgment.

Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.

William Couchman is a financial advisor with 49 Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Tier One Performance and has held positions in education and sports organizations. 49 Financial serves a diverse range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios.

Kayla Hall is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 registrations and bringing eight years of industry experience. Her prior roles include positions at LPL Financial and Northwestern Mutual, among others. Outside of advising, she coaches high school girls soccer. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house and third-party strategies.

Nathan Weber is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding the Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young, LLP, and the University of St. Thomas. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized asset allocations using a mix of low-cost diversified mutual funds, ETFs, individual equities, bonds, and alternative investments.

Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. based in Golden Valley, MN. He holds Series 66, Series 65, and Series 63 licenses and has 13 years of industry experience. Prior to joining Oak Ridge, he worked at Regan Investments, Inc. for 17 years. 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, access to third-party portfolio managers, and comprehensive financial planning, with a focus on non-discretionary account management and detailed client financial information gathering.

Zach Shelby is a financial advisor at Berger Financial Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at 3 Rivers Financial LLC and Outdoor Appeals LLC. 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, employing proprietary, long-term investment strategies developed by an Investment Committee.

Josiah Kellogg is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. His prior roles include positions at Creative Edge Group and Cornerstone Wealth Advisors, as well as experience as a tax associate at H&R Block. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Jasper is a CFP® with 23 years of industry experience. He has worked at NorthRock Partners, LLC since 2019 and previously spent 16 years at Ameriprise Financial Services, Inc. He also maintains insurance licensure and operates as an Independent Insurance Broker. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes diversification, private market allocations, and the use of AI-supported tools, while maintaining human oversight.

David Zack is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has held roles at Cetera and Zack Financial Consulting, Inc. He serves on the board of the New Prague Area Community Center. 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 equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

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 and holds a Series 66 license, with 11 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2024, following roles at Glynn Capital, Llog, and Whetstone Capital Advisors. 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 technology-driven tools with ongoing human oversight.

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.