Seth Wagner is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 65 designation and seven years of industry experience. He worked at Cambridge Investment Research and its affiliates from 2016 to 2020 before joining Berger Financial Group in 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary, long-term investment strategies based on fundamental analysis and manages portfolios across a variety of asset types, often on a discretionary basis with regular client reviews.

John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.

Casey Hayden is a financial advisor at Mutual Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Nicollet Investment Management Inc. and Guncheon Financial, LLC. Outside of his advisory role, he serves on the boards of multiple nonprofit organizations focused on supporting victims of trafficking and domestic violence, and he is involved in entrepreneurial ventures related to outdoor recreation and legal planning consulting. Mutual Advisors, LLC serves a broad client base including individual investors, trusts, retirement plan participants, and institutional clients. The firm manages portfolios using a blend of active and passive strategies tailored to client objectives and is notable for its institutional work and diverse service offerings.

Sam Pirozzolo is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation with one year of industry experience. His work background includes roles at Berger Financial Group and prior experience in the hospitality and retail sectors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning and preparation, succession planning, and retirement plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Ross Levin is a CFP® with 13 years of industry experience, currently serving at Accredited Investors Wealth Management in Edina, MN. He has been associated with Accredited Investors Inc. since 1985, spanning over 40 years in total with the firm. Accredited Investors Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management to a diverse client base including individuals, families, trusts, foundations, charitable organizations, and businesses. The firm follows a mean-reversion investment approach managed by an Investment Committee, utilizing a variety of investment vehicles and emphasizes a collaborative, values-driven process with dedicated client teams.

Jina Penn Tracy is a Series 66 credentialed financial advisor with 22 years of industry experience. She has been with Vanderbilt Advisory Services since 2017, following seven years at Financial West Group. In addition to her advisory role, she is involved in electrical grid integration technology as a business strategy advisor and board member for Renew Power Systems Inc and serves on the board of Fresh Energy. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, supported by a formal integration with retirement-plan and benefits firms that provides advisory, pension consulting, and plan administration services.

Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.

Steven Schoeder is a financial advisor at Associated Investment Services, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at United Planners Financial Services, Personal Wealth Partners, LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with assets managed predominantly on a non-discretionary basis.

Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. 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, managing a platform with approximately $1.39 billion in assets under administration.

Amanda Bracklein is a financial advisor at Berger Financial Group with one year of industry experience. She holds a Series 65 designation and previously worked at Solventum and 3M. 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, utilizing proprietary long-term investment strategies primarily managed on a discretionary basis with periodic client reviews.

Thomas Paske is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 registrations and has 11 years of industry experience, including seven years at Cherry Tree Wealth Management, LLC and a long tenure at Numbers by Tom Paske & Diane Kramer, Inc. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon using various investment methods and routinely employs third-party managers alongside its in-house Growth Opportunities model.

Boniface Coelho is a Series 65 licensed advisor with 18 years of experience. He has worked at Redhawk Wealth Advisors, Inc. since 2008 and was previously with Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. Redhawk Wealth Advisors, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Carin Viertel is a financial advisor at JNBA Financial Advisors, LLC 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 a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, bespoke family office services, and business consulting engagements, including work with professional athletes.

Patrick Osmonson is a financial advisor with Focus Financial Network, Inc. in Bloomington, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with Focus Financial since 2002 and serves as a partner at Edwards & Osmonson LLC, a firm providing accounting and tax services for small businesses and individuals. Outside of his advisory role, he acts as a financial guardian for his elderly father, overseeing his finances and brokerage accounts. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 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 advisory services and portfolio management strategies tailored to client needs.

Angela Erickson is a CFP® and holds a Series 66 license with 22 years of industry experience. She has been with Berger Financial Group since 2010 and previously worked at Cambridge Investment Research Advisors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and manages many accounts on a discretionary basis with regular client reviews.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Mark Berger is a CFP® with 23 years of industry experience, currently affiliated with Berger Financial Group and Purshe Kaplan Sterling Investments. His career includes 14 years at Cambridge Investment Research and related entities. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee and managing portfolios that may include stocks, bonds, mutual funds, ETFs, and options.