Robert Nelson is a financial advisor at NorthRock Partners, LLC with 33 years of industry experience. He has held his current position since 2013 and previously worked at Ameriprise for seven years. Outside of advising, he serves as founder and president of the Arrow Giving Foundation, an educational nonprofit, and is a board member of Soigne Hospitality Group, a restaurant business, among other nonprofit and pension board roles. 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 investments with the use of Independent Managers and advanced technology tools.

Kristi Sanz is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Purshe Kaplan Sterling Investments, Cambridge Investment Research, and Ameriprise. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning based on proprietary, long-term investment strategies developed by an internal committee.

Eric Alexander is a CFP® professional at Choreo, LLC with experience in the financial services industry beginning in 2018. Prior to joining Choreo in 2026, he worked at Accredited Investors for five years and State Farm for three years. He also has a background with the University of St. Thomas. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-approved investment process.

Charles Gruys is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Fidelity in various advisory capacities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients, combining diverse asset types and offering specialized strategies such as option overlays and hedging for concentrated positions.

Patrick Guerin is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and having nine years of industry experience. He has worked with various Gradient entities since 2011 and serves as President of 45 North Wealth Group, LLC. Additionally, he holds leadership roles at Gradient Life Brokerage, LLC and Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that includes risk analysis tools and multiple portfolio analysis methods.

Douglas Olson is a financial advisor with Focus Financial who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network since 2011 and has a longstanding involvement with West African Development Ministries dating back to 2007. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized investment advisory services through various management options and emphasizes coordination with other professionals for estate planning and related legal or tax matters.

Samuel Sexton is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Guardian Wealth Advisors, LLC since 2023 and previously held roles at All Star Financial LLC and Clifton Larson Allen Wealth Advisors, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and uses ETFs, mutual funds, third-party managers, and UMA platforms to implement client strategies.

Andrew Shuldheisz is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and David Klein. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches while also offering third-party manager recommendations and pension consulting services.

Brent Putz is a financial advisor at NorthRock Partners, LLC with 19 years of industry experience. He holds a Series 63 designation and has worked at NorthRock Partners since 2016. Prior to that, he spent over a decade with Northwestern Mutual in various 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 investment approach that emphasizes diversification, broad asset allocation, and incorporates private market investments alongside the use of AI tools for portfolio oversight.

Mark Johnson is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wealth Enhancement Group, LPL Financial, RBC Capital Markets, and U.S. Bancorp Investments. He is also involved with Wealth Enhancement Advisory Services as a registered administrative professional. Advisory Solutions Group, doing business as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other RIAs, utilizing diversified portfolio construction methods and supporting external asset management through technology platforms.

Charles Block is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at Northwestern Mutual and LPL Financial. Outside of his advisory work, he coaches 7th grade basketball for the School District of Prescott, WI. 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 a mix of in-house strategies and third-party managers.

Scott Neils is a financial advisor with 20 years of industry experience, currently practicing at 49 Financial in Minneapolis, MN. He holds a Series 66 designation and has previously worked at Oakwood Capital Securities, Ameriprise Financial Services, and Merrill. 49 Financial serves a range of clients including retail, high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, retirement-plan consulting, and investment management with a disciplined, long-term approach grounded in Modern Portfolio Theory and employs proprietary and external model portfolios.

Gracia Cavanaugh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Associated Investment Services, Inc. in Minneapolis, MN. Her prior experience includes nine years at U.S. Bancorp Investments, Inc. Outside of finance, she teaches yoga classes in Tustin, CA. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs using third-party managers and operates through affiliated businesses including a trust company and insurance agency.

Reece Brown is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation. He began his career in the financial industry in 2026 with CliftonLarsonAllen Wealth Advisors, following prior roles within the parent firm CliftonLarsonAllen LLP and other diverse positions. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and employs a strategic asset allocation approach through model portfolios and multidisciplinary planning support.

Allison Cline is a CFP® and ChFC® with eight years of experience in financial advising. She is currently with Van Clemens Wealth Management, LLC and has previously worked at Ian Donaldson and Northwestern Mutual. In addition to her advisory work, she is a personal trainer at F45 Training in St Louis Park, MN. Van Clemens Wealth Management, LLC offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary approaches and incorporates third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Ernesto De La Torre Marin is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. He has been with Gradient Investments since 2019. Prior to his advisory role, he was involved in entrepreneurial ventures including Clear Choice Window Washing, LLC and Summit Interior Care and Restoration, LLC. Gradient Investments, LLC provides discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Sonya Hansmeyer is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. She has been affiliated with OSAIC and Focus Financial Network since 2003. Outside of her advisory role, she serves as a trustee overseeing a family trust, managing insurance premiums and trust assets. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm provides personalized investment advice tailored to client profiles and emphasizes coordination with other professionals for estate planning and legal or tax implementation.

Jan Barnes is a financial advisor at Larson Financial Group, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. She is currently involved with Larson Wealth Partners in a client services role. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating strategic and tactical approaches, and it employs AI-assisted tools alongside human review for research and recommendations.

Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.

Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she officiates adult and youth basketball games for the Minneapolis Parks and Recreation Board. 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.