David Mushel is a Series 65-licensed financial advisor at Gradient Advisors, LLC with one year of industry experience. Prior to joining Gradient Advisors, he was a student for ten years. He also works with RIA Registrar in a registration and compliance role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Brian Kruse is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with NorthRock Partners since 2013. Kruse maintains current Minnesota insurance licenses. 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 emphasizing asset allocation, diversification, and the use of Independent Managers, incorporating private market investments and AI tools to support tax-aware investing and portfolio monitoring.

Christopher Mastley is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2010. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm is noted for its team-based family office services and business consulting for clients such as professional athletes, employing a range of investment strategies and ongoing portfolio reviews.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

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.

Jared Nishida is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2010. Outside of his advisory role, he serves on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments through a diversified, multi-asset approach.

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 has prior experience at LPL Enterprise LLC as well as teaching roles at multiple educational institutions. Mc Cready also has involvement with Teachers On Call, a Kelly Education Company. 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, third-party portfolio manager access, and written financial plans, primarily managing accounts on a non-discretionary basis with periodic client reviews.

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 19 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and has been affiliated with LPL Financial since 2012. In addition to his advisory role, he holds an interest in North Point Accounting & Tax Services, LLC. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides 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.

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.

Stephanie Rossi is a CFP® professional with 26 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2012. She is based in Bloomington, MN, and is part of a multi-team firm with 29 advisors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and retirement plan consulting, employing a team-based approach and a range of investment strategies involving equities, fixed income, mutual funds, and ETFs.

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 at Thrivent Advisor Network, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and James Elvestrom. She also serves as Director of Operations for an affiliated RIA firm within the Thrivent Advisor Network. Thrivent Advisor Network provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing a range of investment vehicles and both discretionary and non-discretionary portfolio management.

Peter Strandt is a financial advisor at Global View Capital Management LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies such as Street Fleet Courier and LPL Enterprise LLC. Outside of finance, he has been involved with several entrepreneurial and service-oriented businesses, including Northern Lights - Christmas & Holiday Lighting Professionals and Pete's Washing Services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house algorithmic research platform and offers multiple program options including a Personalized Managed Account Program and a low-cost ETF-only option.

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.

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.