Robert Sandison is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Focus Financial Network and OSAIC since 1995. Outside of his advisory role, he serves as president of Peregrine Financial, Inc., a Subchapter S corporation. 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 with a range of managed account services, financial planning, and retirement consulting.

Josue Castillo Sr. is a financial advisor with Focus Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1995. Castillo also serves as CEO of Focus Advisors 2010, a corporation established for tax purposes related to his securities business. 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, offering a range of managed accounts, investment access, retirement consulting, and financial planning services.

Peter Taurinskas is an investment advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Mutual Trust Asset Management, Inc., Mutual Trust Co. of America Securities, and operating as a sole proprietor. He is also the owner of Ten Point Wealth Management, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using a variety of analytical tools to support portfolio management.

Joseph Dieckhaus is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. He has 19 years of industry experience and previously worked with firms including LPL Financial and Riversource Distributors Inc. He also serves as Chief Compliance Officer for Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers model implementation, research, and account administration solutions.

Blake Paurus is a financial advisor with Berger Financial Group in Plymouth, MN. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he is involved with the Legacy Hoops Basketball Academy. 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, tax planning, and succession planning, delivering investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee.

Adam Thielen is an Investment Advisor Representative at Avantax Planning Partners, Inc. with three years of industry experience. He also leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has worked for over a decade providing CPA services in tax compliance and financial advisory. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated advisory and consulting services.

Jenna Wolff is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments and Ameriprise, along with several years working in public schools. Outside of her advisory work, she serves as a banquet server at Woodhill Country Club. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and it operates as part of the broader Thrivent group.

Christopher Mongeon is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at various Thrivent entities since 2008 and has held leadership roles in affiliated firms including Storyline, LLC and Ernst & Andrew, LLC. Mongeon also sells and services fixed insurance contracts as an insurance producer. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Ryan Bodin is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Vanderbilt Advisory Services and has held various roles including ownership of Total Benefit Solutions, Inc. and serving as Chair of the Board for the Meningioma Brain Tumor Network. Bodin also coordinates the Lake Side Networking Group, which facilitates professional referrals among its members. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a mix of fundamental, technical, and charting analysis, supported by integrated retirement-plan and benefits consulting capabilities.

Cole Ellefson is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. He has worked at Riverbridge Partners since 2017 and previously spent two years at Pavilion Advisory Group. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on sound culture, strong unit growth, strategic market position, internally financed growth, and conservative accounting, and it also serves as sub-adviser to other investment advisers and manages pooled investment vehicles.

Deborah Bluhm is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gradient Securities and RIA Registrar, LLC since 2015. She also serves as a director of compliance and consultant for independent RIAs through RIA Registrar, LLC. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and business entities. The firm uses a non-discretionary approach that combines fundamental, technical, and cyclical analysis and often employs third-party managers while arranging and monitoring these relationships.

Sadie Bresnahan is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Innovative Planning Group. She has also been involved with the University of St Thomas in various capacities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.

Jack Radford is a CFP® professional with nine years at NorthRock Partners, LLC and three years of industry experience. Prior to joining NorthRock Partners, he worked at Wells Fargo and studied at the University of Minnesota - Duluth. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and the use of independent managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. CliftonLarsonAllen Wealth Advisors 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’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.

Scott Streed is a financial advisor with Focus Financial and holds the CFP® and Series 63 designations. He has 38 years of industry experience and has been with Focus Financial Network, Inc. since 2009. Outside of advisory work, he serves as president of Vogel Investment Planning, an S-Corp established for tax purposes related to his securities business. Focus Financial Network, Inc. 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, third-party manager access, retirement plan consulting, and financial planning services.

Robert Overby is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Oak Ridge Financial Services since 2004. Outside of his advisory role, he is the owner of Michelangelo Putting Greens Inc. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive financial plans.

David Brouillette is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial and Securities America Advisors, Inc., with a combined tenure of over two decades. Brouillette is also a licensed agent selling fixed and life insurance products. 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, utilizing a mix of in-house strategies and third-party managers to provide individualized portfolio construction and ongoing oversight.

Brian Barrett is a CFP® professional with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. He maintains an active Illinois insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human review.

Seth Meisler is a CFP® and CFA® with 16 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Shefa Wealth Advisors, CCG Wealth Management, Private Client Services, CETERA Advisor Networks, and Affiance Financial. He serves on the board of directors and finance committee for Six Points Theater and is a Chapter President of the American Financial Education Alliance, where he conducts financial literacy workshops. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers separately managed accounts, sub-advisory services, and retirement plan solutions.

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.