Michael Johnson is a financial advisor at Boulay Wealth in Eden Prairie, MN, holding a Series 65 designation with six years of industry experience. He has worked at Boulay Financial Advisors since 2018 and previously held positions at Colgate-Palmolive and SportsEngine. Michael also spent time at St. Thomas University between 2015 and 2019. 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 discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting, supported by integration with affiliated accounting and insurance firms.

William Wixon is a financial advisor at Berger Financial Group with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Gardner Financial Services, Inc. and operated Wixon Advisors, Inc. He is also president and owner of Wixon Financial Insurance Agency, a non-investment insurance business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an Investment Committee.

Grant Robinson II is a Series 66 licensed financial advisor with Focus Financial in Minneapolis, MN, bringing 24 years of industry experience. He has been with Focus Financial Network and OSAIC since 2004. Outside of his advisory work, Robinson serves as president of two nonprofit organizations related to water skiing and performs as a circus acrobat. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 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.

Blake Weimer is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Oak Ridge since 2022. Prior to that, he was with Pacer Financial, Inc., Mostad Construction, Inc., INNSPACE, and the University of Montana. 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.

Todd Moser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC in Minneapolis, MN. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves as a board member for the Children’s Heart Foundation and holds fiduciary roles, including trustee and personal representative capacities. 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 incorporates broad asset allocation, diversification, periodic rebalancing, and private market allocations, supported by AI tools alongside human oversight.

Savino Ranallo is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oak Ridge since 2006. 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, managing both discretionary and non-discretionary assets.

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 at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Tier One Performance and various educational institutions. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

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, holding a Series 66 designation and five years of industry experience. His background includes roles at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young LLP, and the University of St. Thomas. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, complemented by access to independent managers and ongoing portfolio oversight.

Erle Savage III is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 13 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Regan Investments, Inc. and UBS Financial 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, serving clients through both discretionary and non-discretionary account management.

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.