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.

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.

Ronald Machtan is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He has been with KCD Financial since 2006. Outside of finance, he owns Master-Bait Co., a business focused on fishing lures, clothing, and novelties, which he operates as a part-time hobby. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

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.

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.

Ryan Quade is a financial advisor at Van Clemens Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles in various firms spanning financial services, real estate, insurance, and mortgage industries. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

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.

Charlie Huskisson is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation. He joined Berger Financial Group in 2025 and has prior work experience in the hospitality and retail sectors. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting, employing proprietary long-term investment strategies with fundamental analysis.

Brent Field is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Northrock Partners, LLC, where he has worked since 2006. He holds the Series 63 designation and is based in Minneapolis, MN. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and business entities, employing a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers. The firm integrates private market allocations and uses AI-supported tools for tax-aware investing and risk assessment while maintaining human oversight.

Lisa Greely is a financial advisor at Berger Financial Group with 27 years of industry experience. She holds a Series 63 designation and has worked at Berger Financial Group since 2021. Prior to this, she was with Purshe Kaplan Sterling Investments and Independent Financial Group. Outside of her advisory role, she owns and operates A&G Tax Services, LLC, a tax preparation business. 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, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Brian Wagener is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes multiple roles with Focus Financial since 2018 and involvement with Osaic since 2019. Outside of his advisory work, he spent two years working at Frank and Andreas Pizza. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate entities, offering managed account services, financial planning, and retirement consulting. The firm emphasizes personalized investment advice tailored to investor profiles and coordinates closely with other professionals for estate planning and related legal or tax services.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Casey Leanna is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Cannaday Bloom Wealth and Insurance Solutions and AnchorPoint Assurance. Her other business activities include sales and service of various insurance products such as life, annuities, disability, and group health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.