Jeffery Zimmerman is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has served as a business development manager at Focus Financial, where his responsibilities include training and transitioning new advisors and staff. Additionally, he holds a trustee position overseeing the disbursement of estate trust assets. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 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 managed accounts, retirement plan consulting, and financial planning services.

Cameron Johnson is a CFA charterholder with 14 years of experience in financial advising. He has been with Oxford Financial Group, LTD since 2011. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, operating primarily on a non-discretionary basis while also managing private pooled vehicles and direct-investment programs.

Kevin Mix is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Gradient Securities and its related entities since 2011 and is currently affiliated with Looking Glass Wealth Management. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a mix of advisory services and commissionable securities and insurance products.

Daniel Steffes is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers through RBC Capital Markets, with most accounts managed on a non-discretionary basis and subject to client approval.

David Mushel is a financial advisor at Gradient Advisors, LLC with a Series 65 credential. He has been with Gradient Advisors since 2025 and has prior experience working as a Registration and Compliance Associate at RIA Registrar. Mushel was a student for ten years before beginning his advisory career. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm operates with a network of 169 investment advisor representatives and focuses on non-discretionary portfolio services, utilizing fundamental, technical, and cyclical analysis alongside financial planning and consulting on fixed-fee or hourly terms.

Brian Kruse is a financial advisor at Northrock Partners, LLC in Minneapolis, MN, with 14 years of industry experience and a Series 66 credential. He has been with Northrock Partners since 2013. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focusing on asset allocation, diversification, and rebalancing, offering both discretionary and non-discretionary management alongside various personal office services.

Richard Chaffee Jr. is a ChFC® credentialed financial advisor with 53 years of industry experience, currently associated with M Holdings Securities, Inc. since 2009. He is also the CEO of Chaffee & Associates, a firm he has led since 2005. M Holdings Securities, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers investment management, financial planning, retirement plan consulting, and insurance advisory, combining portfolio management by financial professionals with third-party sub-advisors and model portfolios.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Courtney Ellis is an Investment Adviser Representative at Principal Advised Services with 12 years of industry experience. She previously worked at Wells Fargo from 2016 to 2021 and has held various roles within the Principal Financial Group since 2021. Outside of her advisory work, she owns two small businesses: one creating and selling bath products, and another brokering and booking travel. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and integrated investment solutions.

Kathleen Shoemaker is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at The Advocate Group and Encore Group. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and uses both public and private market strategies.

Brittany Danielson is a financial advisor at Gradient Investments, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at UNC Physicians Network and healthcare organizations. Gradient Investments provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities using a proprietary Wright Investment Strategies framework and a range of model and custom portfolios. The firm operates on a strictly fee-only basis and manages portfolios primarily through mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Jared Nishida is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Oxford Financial Group, LTD since 2010. He holds the Series 66 designation and is based in Minneapolis, MN. Outside of his advisory role, Mr. Nishida serves on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management alongside private investment platforms.

Derek Mc Cready is a financial advisor at The Oak Ridge Financial Services Group, Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining Oak Ridge in 2026, he held roles in education and other fields, including teaching positions at multiple school districts and organizations. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts and access to third-party portfolio managers, focusing on both high-net-worth and non-high-net-worth households, with most accounts managed on a non-discretionary basis.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Adam Estall is a CFP® with nine years of industry experience, currently serving at Gradient Advisors, LLC. He has worked with Gradient Advisors since 2017 and held a position at Case Central, LLC from 2014 to 2016. Outside of his advisory role, he is also Senior Vice President of Product and Strategies at Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm operates through a network of 169 advisors across 154 offices, managing nearly $1 billion in assets with a focus on tailored portfolio strategies and client-approved transaction execution.

Michael Dolezal is a CFP® professional with 19 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and has been affiliated with LPL Financial since 2012. In addition to his advisory role, he holds an interest in North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Hanna Rask is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 12 years of industry experience. She previously worked at Northwestern Mutual and LPL Financial. 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 combination of in-house strategies and third-party managers.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. 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 legal and tax professionals for comprehensive estate planning and related services.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. 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 investment management and financial planning services tailored to client needs.