Robert Overby is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Oak Ridge Financial Services Inc. since 2004. Outside of finance, he owns Michelangelo Putting Greens Inc., a non-investment-related business. 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.

Jared Deutsch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mass Mutual Investors Services, and has over a decade of experience with JD Insurance Services, Inc. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, focusing on individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Shelby Ferstl is a CFP® professional with seven years of industry experience, currently with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, Ferstl worked at Meristem Family Wealth from 2016 to 2018. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients. The firm offers comprehensive financial planning and personalized portfolio management for retail and institutional clients, emphasizing strategic asset allocation, third-party research, and the use of independent managers.

Brian Barrett is a CFP® professional with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. He maintains an active Illinois insurance license. 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 that includes broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human review.

Seth Meisler is a CFP® and CFA® with 16 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Shefa Wealth Advisors, CCG Wealth Management, Private Client Services, CETERA Advisor Networks, and Affiance Financial. He serves on the board of directors and finance committee for Six Points Theater and is a Chapter President of the American Financial Education Alliance, where he conducts financial literacy workshops. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers separately managed accounts, sub-advisory services, and retirement plan solutions.

James Kallstrom is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including 13 years with The Oak Ridge Financial Services Group. 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, with a focus on both discretionary and non-discretionary account management.

Robert Braun is a financial advisor at Convergence Financial in Eagan, MN, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. He has been involved with the Apple Valley Rotary since 2015. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to build tailored portfolios and offers services including retirement plan consulting and access to third-party managers.

Michael Branch is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Focus Financial Network Inc. and Osaic since 1995. Branch also has involvement in the sale of fixed insurance products as a minor part of his practice. Focus Financial Network serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services, including portfolio management and financial planning, while emphasizing coordination with other professionals for estate planning and related legal or tax matters.

Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Ernest Miller is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Prior to his advisory career, he was involved with On Call Pavement Sweeping, Inc. for eight years. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Gradient Advisors, he worked at RIA Advisory Group, LLC and held roles at several insurance and financial services firms. He is also an owner of Insurance Brokers of MN, which offers various health and property insurance plans. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates multiple analysis techniques and risk assessment tools.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and three years of industry experience. He has previously worked at Christensen Fonder Dardi PLLC and currently serves as Principal Attorney at Jacobson Estate Law PLLC, where he focuses on estate planning and related legal matters. 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 advisory services with an emphasis on estate planning and collaboration with outside professionals.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 10 years of industry experience. Mai has worked with several firms including Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning with a focus on diversified, long-term strategies using mutual funds, ETFs, and other investment vehicles.

Patrick Lundy is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at The Oak Ridge Financial Services Group, Inc. since 2016. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Associated Investment Services, Inc. The Oak Ridge Financial Services Group offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm provides portfolio management, written financial plans, and access to third-party managers and platform solutions.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, where he worked in various capacities over more than a decade. He is also involved in an accounting and tax preparation business separate from his advisory duties. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Michael Hughes is a Series 65 licensed financial advisor with Gradient Advisors, LLC in Arden Hills, MN, with one year of industry experience. Prior to joining Gradient Advisors, he held roles within related entities and has experience outside finance as a sports official. He is also a third-degree member of the Knights of Columbus Council #4374, a Catholic fraternal charity organization. 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, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios alongside advisory and managed account platform services for other advisers.