Douglas Olson is a financial advisor with Focus Financial who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network since 2011 and has a longstanding involvement with West African Development Ministries dating back to 2007. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized investment advisory services through various management options and emphasizes coordination with other professionals for estate planning and related legal or tax matters.

Daniel Gustafson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes extensive tenure at Securities America Advisors and LPL Financial. Gustafson also operates his own financial services business. Great Valley Advisor Group is a multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a combination of in-house strategies and third-party managers.

Andrew Shuldheisz is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and David Klein. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches while also offering third-party manager recommendations and pension consulting services.

Brent Putz is a financial advisor at NorthRock Partners, LLC with 19 years of industry experience. He holds a Series 63 designation and has worked at NorthRock Partners since 2016. Prior to that, he spent over a decade with Northwestern Mutual in various capacities. 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 emphasizes diversification, broad asset allocation, and incorporates private market investments alongside the use of AI tools for portfolio oversight.

Richard Luckow is a financial advisor at Advisor Share Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, Gradient Advisors LLC, and Virtue Capital Management. Luckow has also been a self-employed insurance agent since 1993, selling fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, typically using third-party sub-advisers and model portfolios to implement client strategies.

Mark Johnson is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wealth Enhancement Group, LPL Financial, RBC Capital Markets, and U.S. Bancorp Investments. He is also involved with Wealth Enhancement Advisory Services as a registered administrative professional. Advisory Solutions Group, doing business as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other RIAs, utilizing diversified portfolio construction methods and supporting external asset management through technology platforms.

Charles Block is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at Northwestern Mutual and LPL Financial. Outside of his advisory work, he coaches 7th grade basketball for the School District of Prescott, WI. Great Valley Advisor Group is an SEC-registered, multi-team 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, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.

Scott Neils is a financial advisor with 20 years of industry experience, currently practicing at 49 Financial in Minneapolis, MN. He holds a Series 66 designation and has previously worked at Oakwood Capital Securities, Ameriprise Financial Services, and Merrill. 49 Financial serves a range of clients including retail, high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, retirement-plan consulting, and investment management with a disciplined, long-term approach grounded in Modern Portfolio Theory and employs proprietary and external model portfolios.

Gracia Cavanaugh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Associated Investment Services, Inc. in Minneapolis, MN. Her prior experience includes nine years at U.S. Bancorp Investments, Inc. Outside of finance, she teaches yoga classes in Tustin, CA. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs using third-party managers and operates through affiliated businesses including a trust company and insurance agency.

Reece Brown is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation. He began his career in the financial industry in 2026 with CliftonLarsonAllen Wealth Advisors, following prior roles within the parent firm CliftonLarsonAllen LLP and other diverse positions. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and employs a strategic asset allocation approach through model portfolios and multidisciplinary planning support.

Robert Mc Hattie is a financial advisor at AdvisorNet Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Cetera Wealth Services. Outside of advising, he serves on the board of the Saint Paul Association for Community Soccer, which focuses on developing and maintaining soccer fields, and he is involved in managing a family limited partnership owning farmland in Minnesota. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios through equities, fixed income, mutual funds, ETFs, and utilizes internal and external managers to meet client objectives.

Allison Cline is a CFP® and ChFC® with eight years of experience in financial advising. She is currently with Van Clemens Wealth Management, LLC and has previously worked at Ian Donaldson and Northwestern Mutual. In addition to her advisory work, she is a personal trainer at F45 Training in St Louis Park, MN. Van Clemens Wealth Management, LLC offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary approaches and incorporates third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Ernesto De La Torre Marin is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. He has been with Gradient Investments since 2019. Prior to his advisory role, he was involved in entrepreneurial ventures including Clear Choice Window Washing, LLC and Summit Interior Care and Restoration, LLC. Gradient Investments, LLC provides discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Sonya Hansmeyer is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. She has been affiliated with OSAIC and Focus Financial Network since 2003. Outside of her advisory role, she serves as a trustee overseeing a family trust, managing insurance premiums and trust assets. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm provides personalized investment advice tailored to client profiles and emphasizes coordination with other professionals for estate planning and legal or tax implementation.

Jan Barnes is a financial advisor at Larson Financial Group, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. She is currently involved with Larson Wealth Partners in a client services role. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating strategic and tactical approaches, and it employs AI-assisted tools alongside human review for research and recommendations.

Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.

Chad Norling is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding the CFP® designation and a Series 63 license. He has 29 years of industry experience and has worked at firms including Cetera Wealth Services, LLC, and Executive Financial Services, Inc., where he is a partner. Norling also serves as president of Norling Financial Services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm manages accounts through diversified portfolios and uses both discretionary and non-discretionary strategies, incorporating various investment vehicles and third-party managers.

David Bakker is a financial advisor with IHT Wealth Management LLC in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. He provides investment advisory services through IHT Wealth Management, an independent investment advisor firm. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors by offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms. The firm’s investment approach uses proprietary model portfolios combined with fundamental value screening, quantitative optimization, and periodic rebalancing.

Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she officiates adult and youth basketball games for the Minneapolis Parks and Recreation Board. 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.

Matthew Benson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Focus Financial Network and OSAIC, having previously worked at United Planners Financial Services of America, Lee Stoerzinger Inc., SII Investments, Inc., and Royal Alliance Associates. Outside of advisory roles, he serves as Vice President and Secretary of Hecla Land Company, an LLC owning farmland, where he manages administrative functions. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.