Mitchell Wood is a financial advisor at Intrua Financial in Minneapolis, MN, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Larson Financial Group, and Liberty Advisor Managed Assets. Outside of advisory services, he is the owner of MundaneAway, Inc. and Wood Equipment Rental LLC, and serves as an advisory board member for Chalice Network. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and offers a range of services including discretionary and non-discretionary asset management and retirement plan consulting.

Daniel Klein is a Certified Financial Planner® with 19 years of experience in the financial services industry. He is currently with AdvisorNet Wealth Partners and has previously worked at Cetera and Advanced Wealth Management Group. In addition to his advisory role, he is an insurance agent offering life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides 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, and ETFs, and offers both discretionary and non-discretionary management through various fee arrangements.

Michael Jechorek is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2014 and is also involved with RIA Registrar as a recruiter since 2023. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Martin O'Shaughnessy is a CFP® with seven years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior work includes roles at Fundamental Wealth Designs, CFG Retirement, Guardian Resources, and AssetMark Financial. He is also involved in sales of fixed insurance products on a limited basis. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Charles Hynes is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Clifton Larson Allen and PwC. He holds an insurance license but is not currently appointed with any insurance companies. 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.

Derek Peterson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mutual of Omaha in various capacities since 2013. Outside of financial advising, he is a basketball instructor and is involved in multiple nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team, Bethany Lutheran College Alumni Board, and Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers solutions through platform relationships and allows advisors to work with third-party managers or act as portfolio managers for client accounts.

Michael Block is a financial advisor at New Edge Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 15 years before joining New Edge Wealth and NewEdge Securities LLC. Outside his advisory work, he is involved with the Universal Life Church. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers various advisory services, including wealth strategy, portfolio management, and institutional consulting, with an emphasis on asset allocation and investor behavior, integrating technology tools and third-party model platforms alongside adviser judgment.

Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.

William Couchman is a financial advisor with 49 Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Tier One Performance and has held positions in education and sports organizations. 49 Financial serves a diverse range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios.

Kayla Hall is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 registrations and bringing eight years of industry experience. Her prior roles include positions at LPL Financial and Northwestern Mutual, among others. Outside of advising, she coaches high school girls soccer. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house and third-party strategies.

Nathan Weber is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding the Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc., Purshe Kaplan Sterling Investments, Ernst & Young, LLP, and the University of St. Thomas. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized asset allocations using a mix of low-cost diversified mutual funds, ETFs, individual equities, bonds, and alternative investments.

Erle Savage III is a financial advisor with The Oak Ridge Financial Services Group, Inc. based in Golden Valley, MN. He holds Series 66, Series 65, and Series 63 licenses and has 13 years of industry experience. Prior to joining Oak Ridge, he worked at Regan Investments, Inc. for 17 years. 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, and comprehensive financial planning, with a focus on non-discretionary account management and detailed client financial information gathering.

Zach Shelby is a financial advisor at Berger Financial Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at 3 Rivers Financial LLC and Outdoor Appeals LLC. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies developed by an Investment Committee.

Josiah Kellogg is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. His prior roles include positions at Creative Edge Group and Cornerstone Wealth Advisors, as well as experience as a tax associate at H&R Block. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Jasper is a CFP® with 22 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Jasper is also an independent insurance broker, maintaining current insurance licensure. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and other entities. The firm emphasizes a tailored, holistic investment approach with broad asset allocation and diversification, offering both discretionary and non-discretionary portfolio management along with personal office services such as tax preparation and bill pay.

David Zack is a CFP® professional with 27 years of experience in the financial services industry. He is associated with Advisornet Wealth Partners and has also worked with Cetera Wealth Services and Cetera. In addition to his advisory work, he serves as a board member of the New Prague Area Community Center. Advisornet Wealth Partners provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios and a combination of discretionary and non-discretionary management strategies to meet client objectives.

Renae Lindberg is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. She holds a Series 65 credential and has worked with Guardian Capital Management and Guardian Resources since 2015. In addition to her advisory role, she is involved in insurance sales through Guardian Resources. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Thomas McGannon is a CFA® charterholder with 11 years of industry experience. He is currently with Northrock Partners, LLC, where he has worked since 2024. His prior experience includes roles at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. 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 focused on broad asset allocation, diversification, and periodic rebalancing, and offers a range of personal office services including financial planning and tax preparation.

Elijah Miller is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors and affiliated firms since 2016, as well as prior roles at The Hartford and Securian Financial Services. 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 supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Robert Anderson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Great Valley Advisor Group, he worked at Centurion Financial Strategies and has additional experience as an insurance agent. Anderson also serves as president of a non-investment-related S-Corp, Andara Inc. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a combination of in-house strategies and third-party managers across various platforms.