Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners is a full-service wealth management firm serving individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation and diversification, offering both discretionary and non-discretionary management that includes access to public and private-market strategies.

April Bortscheller is a financial advisor at Berger Financial Group with 19 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining Berger Financial Group, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. 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. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee using fundamental analysis, with portfolios that may include stocks, bonds, mutual funds, ETFs, options, and allocation models.

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Elle Smits is a CFP® affiliated with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with three years of industry experience. Prior to joining CliftonLarsonAllen in 2023, she held positions at the University of Wisconsin-Madison, Wipfli Financial, and Sand Valley Golf Resort among others. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers a multidisciplinary planning approach supported by its parent company, CliftonLarsonAllen LLP.

Nicholas Taylor is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked within the Thrivent organization since 2007, including roles at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Taylor is also the owner of an affiliated retail investment advisory firm, TM3 Wealth. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach is long-term focused, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by ongoing client monitoring and formal reviews.

Tyler Johnson is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Minnesota Wild. Outside of his advisory role, he is also an author involved in publishing. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Cheryl Starman Coombs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Riverbridge Partners, LLC since 2016. She is based in Minneapolis, MN. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Paul Hill is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing and has held roles at 43 Hoops, Siauliu, and ASE Paks. Outside of advising, he owns and operates the Simply P YouTube channel, which focuses on motivation, inspiration, and car discussions. 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 with broad asset allocation and diversification, managing accounts through discretionary and non-discretionary strategies and incorporating both public and private market investments.

John Karpinsky is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and 38 years of industry experience. His career includes roles at Advanced Wealth Management Group, Inc. and Cetera Wealth Services, LLC. Outside of financial advising, he is a part owner and guide at Promise Land Outfitters, a hunting guide service. 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 options.

Leann Davies is a financial advisor at Choreo, LLC in Minneapolis, MN, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC from 2015 to 2022 before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Joseph Nelson is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has worked at Advisornet Wealth Partners since 2012 and previously spent six years with CETERA Advisor Networks LLC. Nelson also refers clients for online banking services through Choice Financial Group. Advisornet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Steven Neutzling is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently works at CliftonLarsonAllen Wealth Advisors, LLC, where he has been since 2017, following prior roles including a position at Lyft. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and third-party programs, integrating multidisciplinary planning resources from its parent company, CliftonLarsonAllen LLP.

Hugh Dillon is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Oak Ridge since 2003. 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 and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis following client approval.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Lucas Auger is a financial advisor at Berger Financial Group in Plymouth, MN, with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior work includes roles at Cambridge Investment Research Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans by providing wealth management, financial planning, income tax planning, and retirement-plan consulting. The firm utilizes proprietary, long-term investment strategies developed by an Investment Committee and manages portfolios with a range of asset types on a discretionary basis.

Nicholas Tanner is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Choreo, LLC, RSM US Wealth Management LLC, Cetera Advisors Networks, LLC, and Business & Estate Advisers, Inc. He is based in Delano, MN. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and related services.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

David Goldenberg is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Feltl Advisors and Feltl and Company from 2014 to 2018. Outside of his advisory role, he owns Comm Clean Services, an office cleaning business in Plymouth, MN. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, managing both high-net-worth and non-high-net-worth households. The firm offers managed accounts, access to third-party portfolio managers, and written financial plans, with a focus on non-discretionary account management and due diligence in third-party manager selection.

Matthew Hoekstra is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 66 license and 10 years of industry experience. His career includes roles at Cetera, Stewards Planning Group, and Avantax, among others. Outside of his advisory work, he serves on the board of Central Minnesota Christian School, participating in governance and policy-setting for the institution. Berger Financial Group provides wealth management and comprehensive financial planning services to individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary portfolio management combined with regular client reviews.

Marie Kata is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LaSalle St. Investment Advisors since 2006 and LaSalle St Securities since 2001. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, including the LaSalle St. Asset Management Program (LAMP), third-party manager oversight, and a range of managed programs utilizing diverse asset classes.