William Adamson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, Merrill, RBC Capital Markets, and Northwestern Mutual. Outside of his advisory role, he serves as a junior varsity boys hockey coach at Westonka High School. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering both advisor-managed portfolios and access to third-party portfolio managers through RBC Capital Markets. The firm primarily manages accounts on a non-discretionary basis with regular client involvement.

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

Craig Keisling is a financial advisor with Associated Investment Services, Inc. in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. He has been with Associated Investment Services and Associated Bank since 2026 and 2025, respectively. 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 offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating on a predominately non-discretionary basis.

Brody Johnson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has been with CliftonLarsonAllen in various roles since 2017, including positions at both the wealth advisory and broader LLP levels. CliftonLarsonAllen Wealth Advisors provides wealth management and advisory services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance capabilities and offers investment implementation through strategic asset allocation, model portfolios, and coordinated multidisciplinary planning.

Matthew Engstrom is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Bank of America, and Merrill. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

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.

Eric Dirkes is a financial advisor at Gradient Securities, LLC in Arden Hills, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Farmers Financial Solutions, Fraser, Meridian, and RIVERSOURCE DISTRIBUTORS INC. Gradient Securities, LLC provides financial planning, consulting, non‑discretionary asset management, and ERISA 3(21) retirement‑plan advisory services to individuals, pension and profit‑sharing plans, trusts, estates, and businesses. The firm operates primarily under a non‑discretionary model, combining fundamental, technical, and cyclical analysis, and often works with third‑party managers while maintaining detailed disclosures regarding its revenue-sharing and incentive arrangements.

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, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been affiliated with both OSAIC and Focus Financial since 1998. Outside of his advisory work, he owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized investment advisory services that include portfolio management, financial planning, and retirement plan consulting. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and conflicts.

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.

William Voyles is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Magellan Financial and Allianz Life Company of North America. He is also the president and founder of Fundamental Wealth Designs LLC, where he engages in life insurance and annuities sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and regularly employs third-party sub-advisers and custodians to tailor investment advice.

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.