Erik Henschell is a CFP® with six years of industry experience, currently affiliated with Focus Financial Network. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. He holds the Series 63 and Series 65 licenses. Focus Financial Network serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm’s advisory approach emphasizes personalized investment strategies and coordination with other professionals for estate planning and related services.

Charles Anderson is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at OSAIC since 2023 and was previously with Royal Alliance Associates, Inc. from 1999 to 2023. Anderson has been affiliated with Focus Financial Network, Inc. since 1999. Focus Financial Network, Inc. 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 investment management and financial planning services.

Kristin Bilden is a CFP® with five years of industry experience, currently serving as an advisor at NorthRock Partners, LLC in Minneapolis, where she has worked since 2013. She holds a Series 63 license and focuses her practice within a multi-team firm environment. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Steven Walstad is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with Independent Investment Advisors Inc. since 2013. In addition to his advisory role, he is an independent insurance agent for various companies. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Michael Schumacher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc. before joining Oak Ridge in 2019. 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.

Rebecca Garza is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at CliftonLarsonAllen since 2019, following six years at Pinnacle Advisory Group. CliftonLarsonAllen Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and business succession advisory, utilizing a strategic asset allocation approach with both active and passive investment vehicles.

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary portfolio models and third-party managers, with most assets managed on a discretionary basis.

Anthony Cameranesi is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his advisory career, he was a professional hockey player for six years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities, using a tailored investment approach focused on broad asset allocation, diversification, and periodic rebalancing. The firm integrates private market investments and leverages AI tools to support tax-aware investing and portfolio monitoring while maintaining human oversight.

Tracey Simonson is a CFP® with 36 years of industry experience, currently serving at Focus Financial since 2009. She also holds the position of President at Cameron Financial Corporation, a business bookkeeping and tax firm. 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.

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Matthew Larson is a CFA® charterholder affiliated with NorthRock Partners, LLC in Minneapolis, MN. He has four years of industry experience, including prior roles at The Servion Group, Rock'n Dough, and Green Mill. 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 combining broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and using AI-supported tools alongside human oversight.

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.

Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners provides comprehensive wealth management and advisory services to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates asset allocation, diversification, private market investments, and advanced tools for tax-aware investing and risk assessment.

Elle Smits is a CFP® affiliated with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with three years of industry experience. Prior to joining CliftonLarsonAllen in 2023, she held positions at the University of Wisconsin-Madison, Wipfli Financial, and Sand Valley Golf Resort among others. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers a multidisciplinary planning approach supported by its parent company, CliftonLarsonAllen LLP.

Nicholas Taylor is a financial advisor at Thrivent Advisor Network, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Taylor is also the owner of an LLC that manages business operations for his advisory practice. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering diversified portfolios and access to both internal and independent investment managers.

Sally Oradei is a financial advisor at Kingsview Wealth Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Andrea Adie is a financial advisor with Focus Financial, holding a Series 66 designation and based in Minneapolis, MN. Andrea has been with Focus Financial Network and its affiliated firm, Osaic Wealth Inc, since 2020. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and related legal or tax matters.

Cheryl Starman Coombs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Riverbridge Partners, LLC since 2016. She is based in Minneapolis, MN. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Paul Hill is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding the Series 66 designation and eight years of industry experience. Before joining Northrock in 2021, he worked at Wells Fargo Clearing from 2017 to 2021 and held shorter-term roles at 43 Hoops, Siauliu, and ASE Paks in 2016 and 2017. Outside of his advisory work, he owns and operates a YouTube channel focused on motivation, inspiration, and car discussions. 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 asset allocation, diversification, and the use of independent managers, integrating private market investments and employing AI-driven tools to support tax-aware investing and portfolio monitoring.

Michael Poor is a financial advisor with Focus Financial and holds Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with Focus Financial Network since 1999. He also serves as an insurance agent, receiving trail commissions from long-term care policies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 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, third-party manager access, retirement plan consulting, and financial planning services.