Jared Lorts is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. for 17 years before joining NorthRock in 2022. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with a range of personal office services.

Jessica Seifert is a financial advisor at JNBA Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brighton Jones LLC and Lockton Companies LLC. JNBA Financial Advisors is a fee-only, SEC-registered firm serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and select family offices. The firm employs a multi-asset investment approach incorporating equities, fixed income, mutual funds, ETFs, and covered-call strategies, and supplements its process with AI tools under formal governance.

Alex Koncilja is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at RMB Capital Management, Orgel Wealth Management, and CUNA Mutual Group. Outside of advisory roles, he has experience working with various community organizations and educational institutions. Curi Capital serves individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management and asset management services. The firm employs a long-term, fundamental approach to equity and fixed income investing, combining in-house strategies with external managers and proprietary risk analysis tools.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Paul Drach is a financial advisor at AdvisorNet Wealth Partners in Minnetonka, MN, holding the CFP®, ChFC®, and Series 63 designations with 38 years of industry experience. His career includes roles at Cetera and Planned Benefits, Inc. Outside of advisory work, he is the owner of Drach Financial and serves as a trustee for a family trust. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Adam Schoepke is a financial advisor with Berger Financial Group in Plymouth, MN. He holds the Series 65 designation and has two years of industry experience. Prior to joining Berger Financial Group in 2022, he worked briefly at Baker Tilly and held several other positions while completing his education. 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 and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom, using proprietary long-term investment strategies developed by an Investment Committee.

Chase Siegfried is a financial advisor at Boulay Wealth in Eden Prairie, MN, with four years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bancorp and the University of Minnesota. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, supported by an integrated service model that combines advisory, tax, and insurance offerings.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Timothy Jenneke is a CFP® professional with 25 years of experience in financial advisory services. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments, Inc. He is a partner at ELMOBE LLC, an entity involved in supporting his business operations. 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 using customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a broader Thrivent group structure.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Vector Wealth Management, where he spent 12 years. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Blaine Conklin is a financial advisor at Berger Financial Group with 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Berger Financial Group in 2020, he worked at Cambridge Investment Research Advisors from 2016 to 2020. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses proprietary, long-term investment strategies developed by an Investment Committee and offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

James Walsh is a CFP®-designated financial advisor with 37 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 1996. In addition to his advisory role, he owns Walsh Financial Management Inc., where he manages the business operations. 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, retirement plan consulting, and financial planning services.

Antony Hallada is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of CliftonLarsonAllen LLP. 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 emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Shelby St Martin is a financial advisor at JNBA Financial Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BlueStem Wealth Partners and in roles outside finance, including positions at Ceramic Industrial Coatings and Rush Creek Golf Club. Shelby also has experience at the University of Nebraska - Lincoln. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family offices. The firm uses a multi-asset investment approach combining equities, fixed income, mutual funds, ETFs, and covered-call strategies, and integrates both fundamental and technical analysis with AI tools and human review.

Drew Bergstrom is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Financial. His prior work includes roles at OSAIC and Royal Alliance Associates, INC., as well as experience in manufacturing and at the University of Minnesota Duluth. He also holds ownership in an investment-related LLC and serves as a corporate secretary providing employee feedback to management. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering both discretionary and non-discretionary managed accounts along with retirement plan consulting and financial planning services.

Michele Martin is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. She currently serves as President of Prosperity - An EisnerAmper Company and has held roles at multiple wealth management firms since 2014. Martin is a board member at St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach focused on asset allocation and diversification, managing approximately $5 billion in client assets and utilizing third-party independent managers and technology platforms to support its services.

Jeffery Zimmerman is a financial advisor with Focus Financial and Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has served as a business development manager at Focus Financial, where his responsibilities include training and transitioning new advisors and staff. Additionally, he holds a trustee position overseeing the disbursement of estate trust assets. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 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, retirement plan consulting, and financial planning services.

Shawn Larson is a financial advisor at AdvisorNet Wealth Partners with 19 years of industry experience. He holds the Series 66 designation and has worked with firms including Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnhoff Farm, involved in farming and land conservation. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal models to meet client objectives.

Timothy Rockford is a financial advisor at Boulay Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Boulay Financial Advisors, Irish Titan, LuminFire, Thrivent, and Bethel University. Outside of his advisory work, he has experience with Christ Presbyterian Church. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach with an emphasis on diversification, cost control, and after-tax outcomes, offering a multi-disciplinary service model integrated with affiliated accounting and insurance firms.

Christopher Claussen is a CFP® and holds a Series 65 license with six years of experience at Boulay Financial Advisors, LLC. His prior work includes roles at Glenwood State Bank, Concordia College, Willmar Fabrication, and Minnewaska Area High School. He is based in Eden Prairie, MN. Boulay Wealth advises individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, and integrates advisory, tax/accounting, and insurance services through affiliated firms.