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Joshua C

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Joshua Canniff is a financial advisor at AdvisorNet Wealth Partners with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera and Cetera Wealth Services, LLC. Canniff is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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William H

Series 66

Minneapolis, MN

Focus Financial

William Haider is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Focus Financial Network and Osaic Wealth since 2001. Outside of advising, he is licensed to sell fixed annuities, fixed life insurance, and long-term care insurance. 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, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Travis B

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Travis Busch is a financial advisor at Balefire, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial, Mutual of Omaha, and Ameriprise Financial Services. Outside of his advisory role, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is a multi-team SEC-registered investment adviser that serves individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with oversight from an Investment Committee and offers discretionary portfolio management, financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Nathaniel W

Series 66

Minneapolis, MN

Thrivent Advisor Network, LLC

Nathaniel Wisely is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Ernst & Andrew, LLC. Outside of his advisory work, he serves as Chair of the Search Committee for Director of Youth Ministries at Valley Evangelical Free Church. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Sean H

Series 65, Series 63

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Sean Huntley is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at CliftonLarsonAllen since 2005 and previously spent 15 years at Valmark Securities, Inc. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, emphasizing strategic asset allocation through model portfolios and multidisciplinary planning integrated with tax, estate, and risk professionals.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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David H

Series 63, Series 66

Minneapolis, MN

Focus Financial

David Hynes is a financial advisor at Focus Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with OSAIC since 2001. He serves as co-trustee for a family trust, managing assets and trust administration alongside his sister. 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, offering discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Jed M

Series 65

Minneapolis, MN

Northrock Partners, LLC

Jed Magstadt is a financial advisor at Northrock Partners, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Pacific Point Advisors, LLC for one year before joining Northrock Partners in 2017. He maintains an active Minnesota insurance license for Accident & Health, Life, and Variable Contracts. 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 emphasizing asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations into client portfolios.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
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Peter K

Series 63, Series 65

Golden Valley, MN

The Oak Ridge Financial Services Group, Inc.

Peter King is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Colliers Securities LLC for 14 years before joining Oak Ridge in 2022. 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.

Wealth management
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Mark H

Series 63, Series 65

Minnetonka, MN

Lanark Financial, Inc.

Mark Hennings is a financial advisor at Lanark Financial, Inc. in Minnetonka, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with NBC Securities, Inc. for 11 years since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary account management through a variety of program-based platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Andrew W

CFP®, Series 66

Plymouth, MN

Berger Financial Group

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.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Tyler L

CFP®, Series 65, Series 63

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

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.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jeffrey T

CFP®, Series 63

Minneapolis, MN

Focus Financial

Jeffrey Thorup is a CFP® with 35 years of industry experience, currently affiliated with Focus Financial in Minneapolis, MN. He has been associated with OSAIC and Focus Financial Network, Inc. since 1995. Thorup also serves as President of Thorup Financial Services, Inc. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporations. The firm offers personalized investment advisory services with an emphasis on coordination with other professionals for estate planning and legal or tax implementation.

Executive Founder/Business Owner
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John B

Series 63, Series 65

Minneapolis, MN

Focus Financial

John Bina is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been associated with Osaic and Focus Financial Network since 1994. 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, offering managed accounts, retirement plan consulting, and financial planning services with a diverse range of investment strategies and products.

Executive Founder/Business Owner
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Amy W

CFP®, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

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 roles at several firms including Cetera and Collaborative Associates. Wolff is involved in nonprofit work as a board member of Daisy Camp, which provides divorce resources and education focused on women, and she participates in business ventures supporting divorce financial planning and fintech tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to a broad range of clients including individuals, trusts, and qualified plans. The firm employs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal models to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Matthew O

Series 66

Minneapolis, MN

Thrivent Advisor Network, LLC

Matthew O'Connell is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and has roles at Thrivent Investment Management and Thrivent Advisor Network d/b/a Parable Wealth Partners. Outside of his advisory work, he is the owner of Storyline, LLC, a non-investment-related business. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, supports ongoing account monitoring, and combines related household accounts for review.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Patrick S

Series 66

Eden Prairie, MN

Boulay Wealth

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.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Omer A

CFP®, Series 66, Series 63

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

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.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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William R

Series 65, Series 66

Minnetonka, MN

Avior Wealth Management, LLC

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.

Founder/Business Owner Executive
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Karen W

Series 66

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Karen Wegner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at CliftonLarsonAllen since 2018. Prior to that, she was with LPL Financial and The Priebe Group LLC from 2016 to 2018. 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 uses a combination of discretionary and non-discretionary approaches, integrates multidisciplinary planning through its parent company, and offers investment banking and placement services under CLA Meridian Capital.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Andrew K

CFP®, Series 63

Minneapolis, MN

Riverbridge

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.

Active portfolio management Wealth management Real estate investing Private / alternative investments
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