James Mertz is a Certified Financial Planner (CFP®) with 45 years of industry experience. He is currently a financial advisor at Focus Financial Network and has previously worked at LPL Financial and SII Investments, Inc. Outside of his advisory role, he owns Mertz Wealth Strategies, a business focused on income tax preparation. Focus Financial Network serves a diverse clientele, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and coordinates with external professionals for estate planning and tax implementation, providing a comprehensive advisory platform.

Wei Qiao is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. Prior to joining Van Clemens in 2024, he held roles at Bank of America and Merrill from 2019 to 2024, and at Thrivent Financial from 2012 to 2018. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of net worth levels. The firm customizes portfolios through both discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Chris Eldred is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network, Inc. since 2009. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Michael Pohl is a CFP® certificant with 10 years of experience at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has worked at CliftonLarsonAllen since 2016. CliftonLarsonAllen Wealth Advisors serves individual, corporate, institutional, and retirement plan clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, and selective private placements, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Christopher Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 26 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Dinsmore Compliance Services, Innovation Partners LLC, Mount Yale Capital Group, The Leaders Group, Inc., Allianz Life Financial Services, LLC, and American Financial (TruChoice). 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 manages portfolios through discretionary and non-discretionary arrangements and offers access to third-party managers and platform solutions.

Cheryl Ober is a CFP® with seven years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC in Minneapolis, MN. She previously worked at Torchlight Financial Advisors and Garrett Investment Advisors, LLC. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, often engaging third-party managers and conducting regular portfolio reviews.

Evan Chang is a financial advisor with Focus Financial who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Cetera. He also serves as Chief Compliance Officer at Focus Financial Network, overseeing the compliance and supervisory framework for the registered investment adviser. 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 managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Kenneth Kauth is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Harbour Investments and Lakes and Plains Advisors since 2013. Outside of his advisory role, he operates as an independent insurance agent under Lakes and Plains Advisors, including offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to construct customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Anna Hupert is a financial advisor at Focus Financial with a Series 66 designation and three years of industry experience. She has previously worked at Osaic Wealth and Land O'Lakes, among other organizations. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and coordinated estate planning services, supporting both discretionary and non-discretionary management through various investment platforms.

Edward Stober Jr. is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nepsis, Inc. and Choreo, formerly RSM US Wealth Management LLC. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and offers multidisciplinary planning through its Private Client Services model.

Bennett Greer is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at MassMutual Central US and First National Bank of Omaha, as well as positions at Creighton University. 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 employs a strategic asset allocation approach through model portfolios and integrates advisory services with multidisciplinary planning via its Private Client Services model.

Theodore Erhart is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with The Fiduciary Alliance and has previously worked at LaSalle Street Securities, Trott Brook Financial, and LPL Financial. Outside of his advisory role, he operates a financial planning business under the name Norris Lake Retirement Planning. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives, including those with carried-interest arrangements for certain alternative investments.

Taylor Sundeen is a CFP® professional with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His prior roles include positions at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, Great Waters Financial, and his work as a real estate agent at Realty Group, Inc. outside the investment industry. AdvisorNet Wealth Partners serves a diverse client base including individuals, trusts, corporations, and qualified plans, offering investment management, financial planning, and retirement consulting. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and various external and internal managers to meet client objectives.

Keaton Duchow is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN. He holds a Series 65 designation and has been with NorthRock Partners since 2020. Prior to his advisory role, his work experience includes positions in retail and manufacturing sectors. 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 emphasizing broad asset allocation, diversification, and the use of independent managers, while integrating private market allocations and utilizing AI-supported tools for portfolio monitoring.

Angela Mhiripiri is a financial advisor at Focus Financial with five years of industry experience. She holds a Series 66 designation and has worked at Focus Financial and Royal Alliance, as well as at Syngenta. She is based in Minneapolis, MN. 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.

John Dritz is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Focus Financial and OSAIC since 1996 and serves as a board member for Focus Financial, participating in company governance and committee activities. Focus Financial Network 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 managed accounts, retirement plan consulting, and financial planning services.

Richard Reid is a financial advisor with Gradient Securities, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Gradient Securities since 2013 and also owns and operates several other businesses, including Scott Reid CPAs, providing tax and accounting services, and Scott & Sarah Investments, a master franchise for high-end graphic printing. Reid is also treasurer of the nonprofit organization World Link Associates. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, emphasizing non-discretionary advice with client approval required for trade execution.

Bradley Weber is a financial advisor at Aspiriant, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Aspiriant since 2012. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm employs customized investment programs informed by internal Capital Market Expectations and offers a range of investment options including third-party managers, ETFs, and private investments.

Matthew Donnelly is a financial advisor with Mutual Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Mutual Advisors, he worked at Principal Financial Services and Principal Life Insurance Company for five years. In addition to his advisory role, he is a partner in an insurance agency and manages administrative operations for a financial services LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment to client objectives.

Katherine Trafton is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Stifel, Nicolaus & Co., Inc. for 24 years before joining her current firm. 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.