Robert Boll is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at Benchmark Electronics and LaCrosse Financial Planning, among other employers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using both discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

Rose Cummins is a financial advisor at Boulay Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm uses a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering integrated advisory, tax, and insurance services through affiliated firms.

Keith Gangl is a CFA® charterholder with seven years of industry experience. He has been with Gradient Investments, LLC since 2018 and previously worked at Thrivent Financial for Lutherans for 24 years. Gradient Investments, LLC provides discretionary investment management to a broad client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a range of discretionary portfolios employing various asset types, including private equity and structured notes.

Patrick Scherven is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Advisor Group LLC since 2006 and EFS Advisors since 2003. Scherven Financial LLC is a pass-through entity established for tax purposes related to his services with EFS Advisors. Great Valley Advisor Group is a multi-team SEC-registered 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 combination of in-house strategies and third-party managers across various platforms.

Katie Grage is a financial advisor with Gradient Securities, LLC and holds Series 65 and Series 63 credentials. She has 17 years of industry experience, including prior roles at Gradient Advisors, LLC and as Director of Compliance at RIA Registrar. Outside of advising, she is involved in compliance consulting through her role at RIA Registrar. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and businesses. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis combined with third-party manager relationships.

John Wiitala is a CFP® professional with six years of experience at NorthRock Partners, LLC and one year of prior experience with the Rochester Americans. He also worked at Ohio State University for four years. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focusing on broad asset allocation and diversification, offering a range of financial planning and personal office services.

Theodore Kaminski is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2009. Outside of advising, Kaminski competes in fishing tournaments as a National Walleye Trail angler and serves as a taste tester for Food Perspectives, a program that donates proceeds to charity and individuals. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives using approved portfolios and discretionary management platforms.

Adam Troendle is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Atlas Insurance Brokers and American Family Insurance. 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, third-party manager access, retirement plan consulting, and financial planning services.

Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.

Kimberly Johnson is a financial advisor with Gradient Investments, LLC, holding a Series 65 designation and four years of industry experience. She has worked with Gradient Investments since 2021 and serves as Vice President of Sales and Marketing at RIA Registrar LLC, a role she has held since 2019. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Nils Egge is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Harbour Investments since 2010, as well as at Westside Financial Services, LLC and Rita Wilczek Inc. He is also an independent insurance agent, which may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers both discretionary and non-discretionary portfolio management alongside model-based solutions.

Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.

Michael Gustafson is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Focus Financial Network since 1997. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as power of attorney for his mother in managing his late father’s estate. 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 investment management and financial planning services tailored to client needs.

Grace Hennen is a financial advisor at Savvy with two years of industry experience and holds a Series 66 designation. She has worked at several firms including Osaic Wealth Inc and Focus Financial Network Inc. Outside of her advisory role, she is a Financial Planning Associate at Perspective 6 Wealth Advisers, providing financial planning services under a marketing name. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools and specialized strategies.

Aaron Peloquin is a CFP® professional based in Minneapolis, MN, with eight years of industry experience. He currently works at Savvy and has prior experience with firms including DFPG Investments, Strong Tower Advisory Services, and Cetera Advisor Networks. Peloquin serves as treasurer for Fishing with Vets and is a board member of the American Cancer Society of Minnesota. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Patrick Kulzer is a financial advisor at Gradient Securities, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at CRI Securities and Minnesota Life Insurance Company for 24 years, as well as at Cetera and Cetera Advisor Networks. He also owns Growth Consulting, LLC, which provides management consulting services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm emphasizes a non-discretionary model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers to support client portfolios.

David Finch is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 13 years. 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 and access to third-party portfolio managers through RBC Capital Markets, with most accounts managed on a non-discretionary basis and subject to periodic reviews.

David Packard is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Packerland in 2022, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, Packard is involved in tax preparation and works as an independent insurance agent, as well as providing care for a disabled child. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing the Hilltop-cleared Envestnet platform to deliver diversified investment solutions.

Thomas Stoltman is a financial advisor with Brookwood Investment Group and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at several firms, including Redwood Private Wealth LLC and Regal Investment Advisors. In addition to his advisory roles, he is the managing director of Redwood Tax Specialists and works as an independent insurance agent. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of investment strategies and supporting negotiable advisor-level fee arrangements.

Jeffery Bird is a financial advisor with M Holdings Securities, Inc. in Minneapolis, MN, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has worked at Winged Keel Group, LLC, M Holdings Securities, Inc., and NBW Insurance Group. Outside of his advisory role, he serves as President of Hope Farm School, an inner-city ministry focused on underprivileged youth. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.