John Cook is a financial advisor at Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 designations with 13 years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance, and Wells Fargo Clearing. 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 investment management program called SimpleInvest. The firm utilizes a combination of third-party tools and proprietary models, serving clients with an operational integration across the Principal Financial Group family.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

Kathleen Shoemaker is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. She has worked at NorthRock Partners since 2021, and previously at The Advocate Group and Encore Group. NorthRock Partners offers comprehensive 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 ongoing oversight, incorporating private market investments and advanced technology tools in portfolio management.

Brittany Danielson is a financial advisor with Gradient Investments, LLC in Arden Hills, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Premier Financial Solutions, LLC and healthcare organizations such as UNC Physicians Network and UNC Rex Healthcare. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Jared Nishida is a CFA® charterholder with over 23 years of experience in the financial industry. He has worked at Oxford Financial Group, Ltd. since 2010 and previously at KSM Capital Advisors, LLC and Ameriprise. Mr. Nishida serves as a member on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, comprehensive financial planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary investment solutions.

Derek Mc Cready is a financial advisor at The Oak Ridge Financial Services Group, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise LLC and Teachers on Call, among other roles primarily in education. Mc Cready also has experience as a teacher in several school districts. 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.

Adam Estall is a CFP® professional with nine years of industry experience, currently serving at Gradient Advisors, LLC. He has held roles within Gradient since 2017 and previously worked at Case Central, LLC from 2014 to 2016. Estall also holds a position as Senior Vice President of Product and Strategies at Gradient Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Michael Dolezal is a CFP® professional with 20 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has worked at Great Valley Advisor Group, Inc. since 2014, as well as with LPL Financial since 2012. Dolezal is also a half-owner of North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with legal and tax professionals for comprehensive estate planning and related services.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Grace Haverkamp is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Gradient Securities since 2013, including roles at Gradient Wealth Management and Gradient Insurance Brokerage. Outside of advising, she serves as a co-trustee for a family living revocable trust and has held a vice president of marketing position within the insurance sector. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes a non-discretionary model with an investment approach combining fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Tyler Jordan Taylor is a financial advisor with Foundations Investment Advisors LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Brookstone Capital Management and operates Husbear Events LLC, providing event planning and DJ services. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a mix of fundamental, technical, and cyclical analysis to tailor advice and manage investments.

Joanna Franek is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Thrivent Investment Management and related firms since 2013, including her current position since 2020. In addition to her advisory duties, she serves as Director of Operations at an affiliated RIA firm, supporting advisors and overseeing operations staff. Thrivent Advisor Network, LLC provides 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 emphasizes constructing diversified portfolios using low-cost mutual funds and ETFs while supporting ongoing account monitoring and management.

Peter Strandt is a financial advisor at Global View Capital Management LLC with Series 66 registration and one year of industry experience. His background includes various roles outside finance, such as operating courier and delivery services, holiday lighting, and cleaning businesses. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

Rachel Sams is a financial advisor at Gradient Securities, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent Financial and Edward Jones. Outside of her advisory role, she serves on the board of Our Hearts Align, a nonprofit focused on pregnancy loss awareness, and participates in several professional networking and community groups in Florida. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and institutional clients. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers while maintaining client approval on investment decisions.

Elizabeth Dorner is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, with one year of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial and the University of North Dakota. 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, diversified strategies, and private market allocations, supported by both automated tools and human oversight.

Craig Johnson is a financial advisor with ON Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years. Outside of his advisory role, Johnson serves on the board of the Minnesota Valley Country Club. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors using both discretionary and non-discretionary investment approaches.

Elizabeth Villalta is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Focus Financial since 2012 and also holds a resident insurance producer license for accident, life, and health, which she maintains through continuing education for use in her review of insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

David Spethmann is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial and Prudential Financial. Outside of his advisory role, he is a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models, applying both strategic and tactical investment approaches.