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Edward S

Series 63, Series 65

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Edward Stober Jr. is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nepsis, Inc. and Choreo, formerly RSM US Wealth Management LLC. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and offers multidisciplinary planning through its Private Client Services model.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Ruth M

Series 63

Richfield, MN

Continuum Advisory, LLC

Ruth Miller is a financial advisor at Continuum Advisory, LLC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and LPL Financial LLC. In addition to her advisory role, she serves as Compliance Manager at Continuum Advisory, providing supervision and operational support. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm utilizes a range of investment vehicles and offers tailored solutions through a network of independent advisors, managing over $1.4 billion in assets.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Michael L

Series 63, Series 65

Woodbury, MN

Great Valley Advisor Group, LLC

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory roles, he is involved in coaching through NextGen Leadership. 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 blend 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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Bennett G

CFP®, Series 63, Series 65

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Bennett Greer is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at MassMutual Central US and First National Bank of Omaha, as well as positions at Creighton University. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory services with multidisciplinary planning via its Private Client Services model.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Justin L

Series 63, Series 66

Woodbury, MN

Great Valley Advisor Group, LLC

Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. 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 both in-house and third-party strategies.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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Marie W

Bloomington, MN

JNBA Financial Advisors, LLC

Marie Williams is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes.

ESG / Sustainable investing
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Keaton D

Series 65

Minneapolis, MN

Northrock Partners, LLC

Keaton Duchow is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN. He holds a Series 65 designation and has been with NorthRock Partners since 2020. Prior to his advisory role, his work experience includes positions in retail and manufacturing sectors. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, while integrating private market allocations and utilizing AI-supported tools for portfolio monitoring.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
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Angela M

Series 66

Minneapolis, MN

Focus Financial

Angela Mhiripiri is a financial advisor at Focus Financial with five years of industry experience. She holds a Series 66 designation and has worked at Focus Financial and Royal Alliance, as well as at Syngenta. She is based in Minneapolis, MN. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Brendan D

Series 65

Bloomington, MN

JNBA Financial Advisors, LLC

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He previously worked at Merus Global Investments for five years and Winthrop Wealth Management for two years. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting, using multi-asset portfolios with equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis and AI tools.

ESG / Sustainable investing
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Matthew D

Series 63, Series 65

Minneapolis, MN

Mutual Advisors, LLC

Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Principal Financial Services and Principal Life Insurance Company from 2014 to 2019. Outside of his advisory role, he is a partner and advisor in an insurance agency and manages administrative operations for Grey Fox Financial Partners, LLC. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and ERISA plan consulting, employing a mix of passive and active strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Johannes F

CFP®

Bloomington, MN

XYPN Sapphire

Windjammer Wealth Advisory provide individuals, couples, and families with highly personalized financial guidance built around their lives, priorities, and aspirations. By bringing together comprehensive financial planning, customized investment management, retirement and tax strategies, and estate and legacy considerations, we help clients see the bigger picture and make thoughtful decisions with confidence. Our approach is personal, proactive, and grounded in a trusted relationship with an experienced advisor who understands where you are today and helps you chart a clear course toward the future you envision. Johannes Fure, CFP®. As a personal wealth advisor, I’m passionate about helping individuals and families make confident, well-informed financial decisions—no matter their stage in life. Whether you're just starting out, building wealth, or preparing for retirement, I believe that everyone deserves a clear plan and a trusted guide. I take the time to understand what matters most to you, so we can chart a financial course that aligns with your goals and values. Helping clients grow, protect, and enjoy their wealth is more than my profession—it’s my calling. Let’s work together to turn your financial possibilities into a well-planned future.

Widow/Widower Women Professionals Young Professionals Baby Boomers (Born 1946-1964)
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Elena D

CFP®, Series 63

Minneapolis, MN

BlueSpring Wealth Management, LLC

Elena Dant is a CFP® professional with three years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Minneapolis, MN. She has previously worked at Kestra Financial Inc. and Vector Wealth Management. Outside of finance, she works as a freelance collaborative pianist. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment process and offers specialized strategies, serving primarily higher-net-worth and institutional clients.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Robert L

Series 63, Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Robert Long Jr. is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Haley F

CFP®, Series 66

Bloomington, MN

JNBA Financial Advisors, LLC

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. 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 specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.

ESG / Sustainable investing
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Austin K

Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew S

Series 66

Minneapolis, MN

Thrivent Advisor Network, LLC

Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has experience in education, having worked at Liberty University, Southwest Christian High School, and Hopkins School District prior to joining the financial industry. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by formal account reviews and third-party custodians.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Stephen P

Series 65, Series 63

Minneapolis, MN

Van Clemens Wealth Management, LLC

Stephen Pascoe is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining Van Clemens Wealth Management, he worked at Country Capital Management Co and related insurance affiliates for eight years. Pascoe is also CEO of Inspire Companies LLC, which includes independent insurance and wealth management operations under the Inspire Financial Services brand. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lawrence H

Series 66

Golden Valley, MN

The Oak Ridge Financial Services Group, Inc.

Lawrence Hauskins is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with Oak Ridge Financial Services since 2012. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client approval for third-party selections and primarily manages accounts on a non-discretionary basis.

Wealth management
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Brandon W

CFP®

Minneapolis, MN

Northrock Partners, LLC

Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
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James E

CFP®, Series 63, Series 65

Minneapolis, MN

Thrivent Advisor Network, LLC

James Elvestrom is a financial advisor with Thrivent Advisor Network, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, as well as Purshe Kaplan Sterling Investments. Outside of advising, he participates in client education meetings related to long-term care insurance referrals. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with a long-term focused investment approach that emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm is a subsidiary of Thrivent Financial for Lutherans and integrates investment and insurance product options through affiliated entities.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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