Renata Krieger is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Berger Financial Group, she held roles at Bethel University, Life Time Inc., Northwestern Mutual, North Central University, Western Racquet Club, and Pewaukee High School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning using long-term investment strategies developed by its Investment Committee.

Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.

Steven Nelson is a financial advisor with Principal Advised Services, holding Series 66 and Series 63 licenses and with seven years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing Services. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Elizabeth Odegaard is a financial advisor with 16 years of industry experience, currently affiliated with 49 Financial. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Thrivent Financial. Outside of her advisory work, she is a member-owner of a cooperative brewery in Minneapolis. 49 Financial provides financial planning, retirement-plan consulting, and investment management services to individual and institutional clients, including high-net-worth individuals and trusts. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside access to third-party managers.

Alissa Tinklenberg is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 65 and Series 63 licenses and two years of industry experience. She has previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she is affiliated with the Hopkins Hurricanes. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and charities, offering personalized investment advice and coordinating with other professionals for estate and tax planning.

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Anthony Gruba is a financial advisor at Associated Investment Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Wings Financial Credit Union, and Hockey iQ Academy, LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes a range of model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Jay Dworsky is a financial advisor at ON Investment Management Co. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ONIMCO since 2013. Outside of his advisory role, he serves on the board of Fraser, a nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary advisory relationships.

Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies primarily managed on a discretionary basis.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he serves as treasurer for Faith Homes and works as a Medicare agent assessing Medicare needs and enrolling clients in plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework, primarily investing through ETFs and mutual funds, and offers both discretionary and non-discretionary management services.

Steven Kittay is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to joining Oak Ridge in 2022, he worked at UBS Financial Services from 1995 to 2022. 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.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Emily Soltvedt is a financial advisor at Riverbridge with 13 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a current tenure beginning in 2017. Prior to her current role, she was with IMST Distributors, LLC for five years. Riverbridge Partners is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes a growth equity investment process and serves a diverse client base, including sovereign wealth funds, banks, and insurance companies.

Tate Hullett is a financial advisor at AlphaStar Capital Management with a Series 65 designation. He has been in the industry for one year and has previously worked at PPS Wealth, Principal Preservation Services, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and offers ERISA-related plan services.

David Paton is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Woodbury, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years. Outside of his advisory role, Paton serves as treasurer for two nonprofit organizations, Neighbors Inc. and Black Oak Lake Preservation, focusing on community support and environmental efforts. 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, with a predominance of non-discretionary management.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital in 2025, she was a full-time student for 22 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Richard Vasterling is a CFP® professional with 28 years of industry experience. He is currently with Larson Financial Group, LLC, where he has worked since 2021. His prior experience includes firms such as Larson Wealth Partners, Comprehensive Asset Management & Servicing, Inc., and Counsel Wealth Management. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting for individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches and uses a blend of model portfolios and custom discretionary programs.

Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC 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. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 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 accounts, retirement consulting, and financial planning services.