Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

Walter Bomgren is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he serves as treasurer and president of the benevolence committee at North Heights Lutheran Church. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management solutions.

Robert Boucher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oak Ridge in 2024, he worked at Lincoln Financial Advisors for 14 years and Valic Financial Advisors for four years. 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.

Aaron Harwood is a Series 65-licensed advisor with Great Valley Advisor Group, LLC, based in Minnetonka, MN, and has two years of industry experience. His prior work includes positions at DSB Rock Island Wealth Management and ARH Financial LLC, along with nearly a decade at Fairview Health Services. Outside of advisory work, he is involved in several real estate investment ventures as a managing partner and proprietor. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and oversight, utilizing a range of in-house and third-party strategies along with ongoing due diligence and monitoring to align with client objectives.

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 CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.

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, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She previously worked at Gradient Advisors, LLC, and Thrivent Investment Management. Outside of her advisory role, she serves as Director of Compliance for RIA Registrar, a compliance consulting firm. Gradient Securities, LLC (doing business 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, estates, and business entities. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis often supported by third-party managers, while also disclosing relevant revenue-sharing relationships.

John Wiitala is a CFP® professional with six years at NorthRock Partners, LLC and two years of industry experience. Prior to joining NorthRock, he spent one year with the Rochester Americans and four years at Ohio State University. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses, using a tailored investment approach that incorporates asset allocation, diversification, and periodic rebalancing. The firm integrates private market allocations and employs AI tools alongside human review to support tax-aware investing and portfolio monitoring.

Theodore Kaminski is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Kaminski competes in fishing tournaments through the National Walleye Trail and works as a food taste tester with Food Perspectives, a program that donates to charity. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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 OSAIC, Fred Troendle and Associates, Royal Alliance Associates, Atlas Insurance Brokers, and American Family Insurance. He is also involved in insurance services, quoting life insurance within a comprehensive financial planning context. Focus Financial Network serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and financial planning, emphasizing coordination with other professionals for estate planning and related legal or tax matters.

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 with Harbour Investments, Inc. and holds a Series 66 designation. He has 16 years of industry experience and previously worked at Rita Wilczek Inc. and Westside Financial Services, LLC. Outside of advisory services, he is also an independent insurance agent. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary by adviser and approved third-party managers.

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.