James Kallstrom is a financial advisor with The Oak Ridge Financial Services Group, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oak Ridge Financial Services Group since 2013. 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, access to third-party portfolio managers, and comprehensive or segmented financial plans, with most accounts managed on a non-discretionary basis and custody handled through RBC Clearing & Custody.

Michael Branch is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Focus Financial Network Inc. and OSAIC since 1995. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing 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 Weinbach is a CFP® with 33 years of industry experience currently with AdvisorNet Wealth Partners. He has led Weinbach Investment Management LLC since 2013 and has been affiliated with Advisornet Financial, Inc. during the same period. Outside of his advisory work, he serves as a high school basketball official and participates in sponsored pickleball tournaments. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, combining discretionary and non-discretionary management tailored to client objectives.

Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. Focus Financial Network, Inc. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Ernest Miller is a financial advisor at Gradient Advisors, LLC with Series 66 registration and one year of industry experience. Prior to joining Gradient Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc, and he spent eight years with On Call Pavement Sweeping, Inc. He is also involved with Poppyseed Wealth Management LLC, providing advisory services outside of his primary role. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model with a documented approach to risk and portfolio analysis.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Gradient Advisors, he worked at RIA Advisory Group, LLC and held roles at several insurance and financial services firms. He is also an owner of Insurance Brokers of MN, which offers various health and property insurance plans. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates multiple analysis techniques and risk assessment tools.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously spent ten years at Christensen Fonder Dardi PLLC and is also the principal attorney and owner of Jacobson Estate Law PLLC, where he handles estate planning and related legal matters. Focus Financial Network manages approximately $6.3 billion through 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and integrated resources within the broader Thrivent group.

Andrew Sherwin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Belpointe Asset Management LLC since 2019 and is also involved with American Heritage Group, LLC, focusing on insurance sales and services. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and co- or sub-advisory relationships.

Kristi Remus is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at La Salle St. Securities, Inc. since 1998 and is also associated with Bridgewater BANK. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary asset management.

Patrick Lundy is a CFP® professional with 38 years of industry experience. He has been with The Oak Ridge Financial Services Group, Inc. since 2016. 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, access to third-party portfolio managers, and written financial plans, with a primary focus on non-discretionary account management and thorough due diligence of third-party managers.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

David Schwandt is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is affiliated with AdvisorNet Wealth Partners and has worked with Cetera Advisor Networks and Advisornet Wealth Management since 2012 and 2013, respectively. In addition to his advisory roles, Schwandt is an attorney and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individual and institutional clients. The firm employs diversified portfolios utilizing equities, fixed income, mutual funds, ETFs, and both discretionary and non-discretionary management approaches.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC in Edina, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at LPL Financial and various divisions of Northwestern Mutual from 2010 through 2022. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, employing a mix of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Michael Hughes is a Series 65-credentialed financial advisor at Gradient Advisors, LLC with one year of industry experience. He previously worked at Gradient Financial Group and has been involved in sports officiating as an umpire and referee outside the financial industry. Hughes is also a third-degree member of the Knights of Columbus Council #4374, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model and a combination of fundamental, technical, and cyclical analysis in portfolio management.

Benjamin Waples is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company before joining AdvisorNet and Cetera in 2023. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services 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 tailored to client objectives.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

Austin Hebig is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Summit Financial, LLC, having joined the firm in 2025 following several years at Northwestern Mutual and related entities. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client preferences.

Mason Sheehy is a financial advisor at Mutual Advisors, LLC in Minneapolis, MN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc., Principal Securities Inc, and Principal Life Insurance Company. Outside of advisory services, he is involved in acting, performing in feature films. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment solutions.

Sarah Morgan is an investment adviser representative with Focus Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Northwestern Mutual and has a background that includes client service and insurance product sales. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm combines personalized investment advice with coordination alongside outside professionals for estate and legal planning.