Jed Magstadt is a financial advisor at Northrock Partners, LLC with 9 years of industry experience. He holds a Series 65 designation and has worked at Northrock Partners since 2017, following a prior role at Pacific Point Advisors, LLC. Magstadt maintains a Minnesota insurance license for Accident & Health, Life, and Variable Contracts. Northrock Partners is a full-service wealth management firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management across public and private market strategies.

Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client involvement in portfolio decisions and conducts custody and trade execution through RBC Clearing & Custody.

Mark Hennings is a financial advisor at NBC Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to a diverse client base including individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs, discretionary manager selection, and model portfolio management.

Andrew Wixon is a CFP® professional with 16 years of experience in financial advising. He is currently with Berger Financial Group and has previous experience at Gardner Financial Services Inc and Wixon Advisors. Outside of his advisory work, he serves as Director of Finance for Bookstore Movers. Berger Financial Group provides wealth management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm uses proprietary, fundamental analysis-based investment strategies and offers discretionary portfolio management alongside tax and succession planning services.

Tyler Loch is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, bringing 8 years of industry experience. Prior to joining CliftonLarsonAllen in 2018, he held roles at Alerus and Bremer Bank. 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 employs a strategic asset allocation approach through model portfolios and combines fiduciary advisory services with broker-dealer and insurance activities.

Amy Wolff is a CFP® with 33 years of experience in financial planning and investment management. She is affiliated with AdvisorNet Wealth Partners and has held various roles since 2002, including positions at Cetera and Collaborative Associates. Wolff is a board member of Daisy Camp, a nonprofit that provides divorce resources and education focused on women, and is involved in entrepreneurial ventures including a fintech company developing tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and related advisory services to a broad client base including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies utilizing equities, fixed income, and other asset classes, and delivers both discretionary and non-discretionary management tailored to client objectives.

Matthew O'Connell is a Series 66-licensed financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, MN, and has two years of industry experience. He has held positions at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and CHS Inc. Outside of his advisory role, he owns Storyline, LLC, a non-investment-related business. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term, customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as a subsidiary of Thrivent Financial for Lutherans with integrated investment and insurance product options.

Patrick Schneeman is a financial advisor at Boulay Wealth with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Valmark Securities, Inc. for four years. Schneeman serves as a volunteer board member for the University of Marquette Alumni Association's Minnesota Chapter and as a member of the Finance Committee for the Nativity School Advisory Council in St. Paul, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated services including tax preparation and insurance through affiliated entities.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has held roles at Carlson Capital Management, Private Client Services, Affiance Financial LLC, and Cetera Advisor Networks LLC. He is also a Principal of the parent firm CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and offers integrated multidisciplinary planning supported by an Investment Committee and a range of investment products and strategies.

William Richardson is a financial advisor at Avior Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sound Income Strategies LLC, Oakwood Capital Advisors, Allianz Life Insurance Company, and other firms. Outside of advisory work, he is involved in fixed insurance sales and manages a branch location that markets investment advisory and fixed insurance services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, charitable entities, and banking institutions, using both long- and short-term strategies with continuous portfolio supervision.

Karen Wegner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. She holds a Series 66 credential and has nine years of industry experience. Prior to joining CliftonLarsonAllen in 2018, she worked at LPL Financial and The Priebe Group LLC, among other firms. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of strategic asset allocation and both discretionary and non-discretionary investment approaches.

Andrew King is a CFP® with 15 years of industry experience, currently serving at Riverbridge Partners, LLC since 2012. He is also a registered representative of IMST Distributors, LLC. King is a board member of TreeHouse Youth, a nonprofit organization based in Minneapolis. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm focuses on a growth-equity investment process and offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.

Jacob Wolkowitz is a CFA® charterholder with 14 years of industry experience. He has worked at Accredited Investors Wealth Management since 2011. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm employs a mean-reversion investment approach and offers clients access to a range of private investment strategies alongside traditional portfolios.

Michael Follese is an advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company for 32 years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, he owns and operates Michael Follese Insurance Sales, an independent life and health insurance business. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies, supported by third-party tools and managers, and is noted for its sizable institutional capabilities alongside operational flexibility.

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Modus Advisors, LLC, Somerset Group LLC, and multiple Northwestern Mutual entities. Peckskamp is also a licensed life, accident, and health insurance agent in Minnesota. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing, utilizing both public and private market strategies to meet client objectives.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Larissa Pettit Stentz is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oak Ridge since 2008, previously associated with UBS Financial Services and Piper Jaffray 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, access to third-party portfolio managers through RBC Capital Markets, and conducts most account management on a non-discretionary basis with periodic reviews.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Brian Grogan is a financial advisor at Packerland Brokerage Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Western International Securities, Inc. and Financial West Group. Grogan is also the owner of Optimum Financial Group, LLC, a financial planning business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation pathways.

Andrew Harbeck is a financial advisor with Riverbridge Partners, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked at Riverbridge Partners since 2015 and concurrently at Foreside Fund Services since 2018. Riverbridge Partners is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment process focused on quality criteria and manages various pooled investment vehicles, serving multiple institutional clients and utilizing performance-based fee arrangements for qualified investors.