Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds the Series 66, Series 65, and Series 63 designations and has 13 years of industry experience. Prior to joining Oak Ridge, he worked at Regan Investments, Inc. for 14 years and UBS Financial Services for one year. 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.

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 CFP® professional with 28 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has prior experience at Cetera and Cetera Wealth Services, LLC. He is the president and owner of Zack Financial Consulting, Inc. Outside of his advisory work, he serves as a board member of the New Prague Area Community Center. 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, offering both discretionary and non-discretionary management across a range of fee arrangements.

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 with 12 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. 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 that includes broad asset allocation, diversification, and the use of independent managers, integrating private market allocations and AI-driven tools to support tax-aware investing and risk assessment.

Robert Anderson is a financial advisor with Great Valley Advisor Group, LLC in Minnetonka, MN, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at The Capital Advisory Group Advisory Services LLC, Centurion Financial Strategies, and United Planners' Financial Services of America. He is also president of Andara Inc., a non-investment-related business in Bloomington, MN. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and uses a combination of in-house strategies and third-party managers, providing both discretionary and non-discretionary investment management along with financial planning and retirement plan consulting.

Kelli Hill is a CFP® and Series 66-licensed financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. Prior to joining Fifth Third, she worked at Parr McKnight Wealth Management Group and Wells Fargo Clearing Services, and she has a law license in Minnesota. Hill also serves as an adjunct professor at the University of Minnesota’s Carlson School of Management, teaching a taxation of fiduciaries course, and holds board roles including with The Pfister Foundation and the Minneapolis Golf Club finance committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with shared resources and oversight.

William Schleicher is a financial advisor at Boulay Wealth in Eden Prairie, MN. He holds a Series 65 designation and has been with Boulay Wealth since 2025. Prior to joining Boulay Wealth, he spent time working in educational roles at the University of Minnesota, North High School, and St. Peter Catholic School. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated entities.

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She has worked at NorthRock Partners since 2013, including time at Purshe Kaplan Sterling Investments from 2013 to 2016. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations along with AI-supported tools for portfolio monitoring.

Cruz Lemmerhirt is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Target Corporation and has diverse experience in roles including positions at the University of St. Thomas and Grand View Lodge. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified portfolios using a range of investment options and supports both internal portfolio management and independent manager selection.

Nicholas Kavelaris is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining CliftonLarsonAllen, he worked at Fidelity Investments and Annex Wealth Management. Outside of his advisory role, Kavelaris is an adjunct professor at the University of Wisconsin-Whitewater, owner of a counseling and consulting firm, and serves as chairman of the leadership team at Grace Church in Delafield. 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 integrates multidisciplinary planning through its Private Client Services model and employs both discretionary and non-discretionary investment strategies.

Robert Kramer is a financial advisor with Prosperity Capital Advisors in Roseville, MN, holding a ChFC® designation and Series 63 license, with 39 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation before joining Prosperity Capital Advisors. Outside of finance, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and a competitive disc golf participant. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other advisory clients. The firm employs model-based, asset-allocation investment strategies with ongoing portfolio supervision, utilizing core and specialized models from major providers alongside advisor-directed and third-party sub-advised portfolios.

Cynthia Rost is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. She holds Series 63 and Series 65 designations and has 39 years of industry experience. Her prior work includes positions at UBS Financial Services and Piper Jaffray Inc. 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.

Andrew Knutson is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Ian Donaldson and Keith Moeller. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

Paula Olson is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with Oak Ridge Financial Services Group since 2003. 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.

Jared Hillman is a financial advisor with Simplicity Wealth in Minneapolis, MN, holding a Series 65 designation and 12 years of industry experience. He previously worked at Sawtooth Asset Management for 10 years and was affiliated with Simplicity Solution from 2021 to 2024. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios and offers advisory services combined with technology and operational support for other advisers.

Stacy Hunt is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Safco Products, and Transitions Home Care. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and access to third-party asset managers. The firm builds personalized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms, and offers ERISA retirement-plan advisory services.

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. 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 team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.