Paul Vessel is a financial advisor with Gradient Securities, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Gradient Securities since 2020 and previously held positions at Questar Asset Management, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory role, he works as an independent contractor providing proofreading services for manuscripts. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm combines SEC-registered investment advisory services with broker-dealer activities and utilizes a mix of third-party managers and non-discretionary strategies.

Carter Morrissette is a financial advisor at Berger Financial Group with a Series 65 designation and four years of industry experience. Prior to joining Berger Financial Group in 2024, he worked at Boulay Financial Advisors, LLC, and has professional experience in education at the University of Eau Claire and Maple Grove Public Schools. 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, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

David Tomfohrde is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has worked at St. Bernard Financial Services since 2019 and previously spent six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Tomfohrde serves as a board member of the St. Lawrence Catholic Church Men's Club and is an independent insurance agent. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory and academic research, typically managing client assets on a non-discretionary basis.

Ryan Wirth is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and previously worked for six years at RBC Capital Markets, LLC. He maintains a Wisconsin license for Accident & Health, Life, and Variable Contracts. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI-supported tools for tax-aware investing and portfolio monitoring.

Derek Hicks is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding the CFP®, CFA®, and PFS™ designations, and has 18 years of industry experience. He serves as a Principal of CliftonLarsonAllen LLP and has been with CliftonLarsonAllen Wealth Advisors since 2007. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Jamie Jochum is a CFP® with 22 years of industry experience and is currently affiliated with Gradient Securities, LLC. His prior experience includes roles at Ameriprise Financial Services Inc and Prudential-affiliated firms. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers advisory services alongside commissionable securities and insurance products, typically delivering advice on a non-discretionary basis with client approval required for trades.

Sarah Colton is an investment advisor at Riverbridge Partners with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Nordstrom for 11 years before joining Riverbridge in 2021. Outside of her advisory role, she operates an online resale business on Poshmark. Riverbridge Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, institutions, and investment companies. The firm employs a growth equity investment approach focused on quality criteria and offers diversified income strategies across multiple credit sectors and alternative income vehicles.

Jared Lorts is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years and Ameriprise Advisor Services, Inc. for 2 years before joining NorthRock Partners in 2022. 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 ongoing portfolio oversight, integrating private market allocations and utilizing AI tools while maintaining human review.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

John Ingham is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Gradient Investments, LLC and previously worked at several firms in 2024 and 2025, including Robert Half and Case Central, LLC. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various other client types. The firm employs a proprietary Wright Investment Strategies framework and offers a range of managed portfolios, including strategic, tactical, private wealth, and tax-aware custom indexing strategies.

Paul Drach is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and ChFC® designations and over 38 years of industry experience. He has been with AdvisorNet Wealth Partners since 2012 and has prior experience with Cetera Wealth Services and Planned Benefits, Inc., where he is also an owner. Outside of his advisory role, he owns Drach Financial and serves as a trustee for an irrevocable family trust. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management tailored to client objectives.

Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. 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 and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Michael Farrington is a financial advisor with Gradient Securities, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience and also serves as Director of Compliance at RIA Registrar, LLC, providing compliance consulting. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.

Vince Darling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Focus Financial. His work history includes roles at OSAIC and Focus Financial Network since 2018, alongside involvement with Darling Sales and Service Company since 2012. He is active in the Financial Planning Association of Minnesota’s NexGen Committee as a volunteer and board member. Additionally, he occasionally provides pet sitting services through the Rover app. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a diversified investment approach.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Timothy Jenneke is a CFP® professional with 25 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of advising, he is a partner in ELMOBE LLC, an entity established to manage business expenses for his advisory activities. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and retirement plans via a multi-team structure. The firm emphasizes diversified, long-term portfolio construction using low-cost mutual funds, ETFs, and other investment vehicles, while offering both internal management and independent manager options.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Michael Binger is a CFA® charterholder with 12 years of industry experience. He has worked at Gradient Investments, LLC since 2012 and is a passive investor in O'Shaughnessy Distilling Co., a spirit sales business. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities. The firm employs a proprietary investment framework and offers a range of model and custom portfolios across multiple asset classes, focusing on fee-only advisory services.

James Walsh is a CFP® professional with 38 years of experience, currently advising clients at Focus Financial. He has been with Focus Financial Network and OSAIC since 1996. Outside of advisory services, he is the owner of Walsh Financial Management Inc., where he manages the business operations. 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, emphasizing collaboration with other professionals for estate planning and related legal or tax matters.