Anthony Reynolds is a financial advisor at Berger Financial Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2018 to 2020. Reynolds has been with Berger Financial Group since 2016. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, 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 managed by an Investment Committee.

Peter Holupchinski is a CFP® and CFA® with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2013. The firm 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. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios utilizing both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Keith Berg is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked extensively within Thrivent and its affiliated entities since 2002, including roles at Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as treasurer for a homeowners association and is involved in leadership and organizational support through an LLC related to his business. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing roughly $6.8 billion in assets. The firm offers customized asset allocations and long-term investment strategies using a range of investment vehicles, and provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Larry Berger is a CFP® professional with 41 years of industry experience. He has been with Berger Financial Group since 2016 and previously worked at Cambridge Investment Research in various capacities from 2002 to 2020. Outside of his advisory role, he is co-owner of a real estate entity. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting and administration through its affiliate Quorom, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Peter Sellwood is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, Wells Fargo, and Bremer Bank. Outside of his financial career, he is involved with Irish Creek Productions as a writer. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory and asset management services, combining RIA fiduciary responsibilities with broker-dealer and insurance activities. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Daniel Kjorsvik is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with both firms since 1998. Outside of his advisory work, Kjorsvik owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing them. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning.

Michael Nesheim is a CFP® certificant with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has held prior roles at Kestra Financial Inc., Vector Wealth Management, SNS Financial Group, Ballast Advisors, and Ameriprise Financial. Nesheim is a managing member of Wayzata Advisors LLC, an entity that manages office lease and operating expenses. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s customized investment process incorporates mutual funds, ETFs, individual securities, derivatives, and independent managers, and includes specialized strategies such as option overlays and hedging for concentrated positions.

John Csargo is a CFP® professional with eight years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has worked at HK Financial Services, Inc. from 2017 to 2020 and is a partner and accountant at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis, where he provides tax, consulting, accounting, and valuation services. Avantax Planning Partners, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and managed retirement plan platforms. The firm utilizes style allocation models overseen by an investment advisory committee and provides tax-intelligent strategies and centralized trading through a network of CPA firms and registered advisors.

Adam Bjorklund is a financial advisor at Berger Financial Group with 7 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Berger Financial Group in 2023, he worked at Ameriprise Financial Services, Inc. and TSY Management. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Catherine Hogan is a financial advisor at Boulay Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at The Advocate Group before joining Boulay Financial Advisors, LLC, which became part of Boulay Wealth. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by integrated advisory, tax, and insurance services through affiliated firms.

Julie Heidenreich is a financial advisor at New Edge Wealth with 24 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and U.S. Bancorp Piper Jaffray. Outside of her advisory role, she is a notary in the State of Minnesota. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics alongside adviser judgment.

Laura Stenzel is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She has been with Boulay Financial Advisors, LLC since 2019, and previously worked at KPMG as well as Olsen Thielen CPA's. Stenzel also spent time in an academic role at St. Cloud State University. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, integrating advisory services with tax and insurance offerings through affiliated firms.

Lori Bale is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 10 years of industry experience. She has been with The Oak Ridge Financial Services Group since 2004. Outside of her advisory role, Lori serves as an election judge for Minneapolis Elections & Voter Services. 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 conducted through RBC Clearing & Custody.

Madeline Schalig is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Avila Wealth and Nichols Creek Wealth Partners. Harbour Investments serves a broad range of clients including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple execution pathways, employing varied investment approaches tailored by individual advisors and approved third-party managers.

Luke Triplett is a financial advisor with Belpointe Asset Management LLC in Minnetonka, MN. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Guardian Resources, Rudy Luther Toyota, Walser Honda, CoV Restaurant, Redstone American Grill, and The Cheesecake Factory. 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, utilizing customized portfolios and a range of advisory relationships to serve its clients.

Garrett O'keefe is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and one year of industry experience. His background includes roles at Guardian Resources and University of Wisconsin, as well as work with Anoka County Parks and Living Colors Decorating LLC. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a variety of advisory services.

Trevor Schmitz is a CFP® and Series 65-registered advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has four years of industry experience, including roles at Nuveen Investments prior to joining CliftonLarsonAllen in 2021. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios incorporating mutual funds and ETFs, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals across its parent organization.

Corey Kiewiet is a financial advisor with Summit Financial, LLC in Edina, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ETRADE from Morgan Stanley. He also offers insurance products through multiple companies, earning compensation on sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Gregory Betlach is a CFP® and ChFC® with 19 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 12 years at Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Jason Morrall is a financial advisor at NorthRock Partners, LLC with seven years of industry experience. He previously worked at Parametric, Huntington Private Bank, Citigroup, and BMO Capital Markets Corp. Morrall holds Series 65 and Series 63 licenses. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with offerings that include both public market and alternative investments.