Rex Kautzman is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for over a decade. Kautzman is also the owner of Brooklands, a financial services business, and serves as a trustee for the Irrevocable Olson Family Trust. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Ernest Miller is a financial advisor at Gradient Advisors, LLC with Series 66 registration and one year of industry experience. Prior to joining Gradient Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc, and he spent eight years with On Call Pavement Sweeping, Inc. He is also involved with Poppyseed Wealth Management LLC, providing advisory services outside of his primary role. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model with a documented approach to risk and portfolio analysis.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Gradient Advisors, he worked at RIA Advisory Group, LLC and held roles at several insurance and financial services firms. He is also an owner of Insurance Brokers of MN, which offers various health and property insurance plans. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates multiple analysis techniques and risk assessment tools.

Peder Jacobson is a financial advisor at Focus Financial with a Series 66 designation and three years of industry experience. He has previously worked at Christensen Fonder Dardi PLLC and currently serves as Principal Attorney at Jacobson Estate Law PLLC, where he focuses on estate planning and related legal matters. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and coordinated advisory services with an emphasis on estate planning and collaboration with outside professionals.

Mai Lee is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 10 years of industry experience. Mai has worked with several firms including Thrivent Investment Management, Inc., PKS Investments, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning with a focus on diversified, long-term strategies using mutual funds, ETFs, and other investment vehicles.

Andrew Sherwin is a CFP® and ChFC® with 13 years of industry experience. He has worked with Belpointe Asset Management LLC since 2019 and has concurrent involvement with American Heritage Group, LLC, where he is engaged in insurance sales and services. His career also includes roles at Family Heritage, Bankers Life, Edward Jones, and Merrill. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm serves individuals, corporations, trusts, and other advisers with discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of third-party and proprietary investment strategies.

Kristi Remus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. She has been associated with La Salle St. Securities, Inc. since 1998 and Bridgewater BANK since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

Scott Nelson is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Boulay Financial Advisors since 2020 and previously held positions at Robert Steffen & Associates and Cetera Advisor Networks. Nelson provides pro-bono financial planning assistance through the Financial Planning Association of Minnesota. Boulay Wealth serves 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, offering integrated advisory, tax, and insurance services through affiliated entities.

Patrick Lundy is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at The Oak Ridge Financial Services Group, Inc. since 2016. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Associated Investment Services, Inc. The Oak Ridge Financial Services Group offers investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm provides portfolio management, written financial plans, and access to third-party managers and platform solutions.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Connor Koppa is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Focus Financial Network. He has held roles at Focus Financial Network since 2013, including a position at Royal Alliance from 2013 to 2016. Koppa is also president of JKW Financial, LLC, an entity established for business succession purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Daniel Hunt is a financial advisor with Redhawk Wealth Advisors, Inc. in Minneapolis, MN, holding a Series 65 credential and 18 years of industry experience. He has been with Redhawk Wealth Advisors since 2008. Outside of his advisory role, Mr. Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and use of third-party signal providers for certain strategies.

David Schwandt is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is affiliated with AdvisorNet Wealth Partners and has worked with Cetera Advisor Networks and Advisornet Wealth Management since 2012 and 2013, respectively. In addition to his advisory roles, Schwandt is an attorney and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individual and institutional clients. The firm employs diversified portfolios utilizing equities, fixed income, mutual funds, ETFs, and both discretionary and non-discretionary management approaches.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, where he worked in various capacities over more than a decade. He is also involved in an accounting and tax preparation business separate from his advisory duties. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, 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 with ongoing portfolio oversight.

Michael Hughes is a Series 65 licensed financial advisor with Gradient Advisors, LLC in Arden Hills, MN, with one year of industry experience. Prior to joining Gradient Advisors, he held roles within related entities and has experience outside finance as a sports official. He is also a third-degree member of the Knights of Columbus Council #4374, a Catholic fraternal charity organization. Gradient Advisors, LLC provides 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, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Rachel Rice is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Boulay Financial Advisors since 2020 and previously was employed at St. Thomas University from 2016 to 2020. 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, and combines advisory, tax/accounting, and insurance services through affiliated entities.

Benjamin Waples is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company before joining AdvisorNet and Cetera in 2023. 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, and offers both discretionary and non-discretionary management tailored to client objectives.

Caleb Delzell is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Bear Market Financial Services, 49 Financial, and First Wealth Financial Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of investment strategies and a broad affiliated-entity ecosystem.

Jack Welchlin is a financial advisor at Gradient Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities and Core Income Advisors since 2023, following roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. He also works with Core Income Advisors to assist financial advisors and carriers in processing annuity contracts. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis and utilizing third-party managers alongside affiliated entities.

David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios alongside advisory and managed account platform services for other advisers.