Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.

Elijah Miller is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors in various capacities since 2016, as well as at Securian Financial Services Inc and The Hartford. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Todd Knutsen is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Gradient Securities since 2013 and also operates Knutsen Financial Group, PLLC, which provides accounting services. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer functions, frequently utilizes third-party managers, and manages a substantial amount of assets on a non-discretionary basis.

Robert Kramer is a ChFC® credentialed financial advisor with 38 years of industry experience. He currently serves at Prosperity Capital Advisors and previously worked at Sigma Planning Corporation and Sigma Financial Corporation. Outside of advising, Mr. Kramer is a published book author, a board member of a local parks foundation, a freelance writer on non-financial topics, and competes in disc golf tournaments. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering 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 ongoing portfolio supervision, utilizing a range of model suites and third-party sub-advisors.

Brian Senske is a financial advisor at Guardian Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at All Star Financial Inc. for seven years. Outside of his advisory role, Senske provides CFO and management consulting services to small- and mid-size companies through his sole proprietorship, 3T Advisory Services LLC. Guardian Wealth Advisors offers investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Charles Taylor is a financial advisor with World Equity Group, Inc. in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with World Equity Group since 2013. Outside of his advisory role, Taylor is a part-time musician and coordinates a seasonal youth hockey program for high school players. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. 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, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Focus Financial Network, Inc. and OSAIC in 2017. Outside of advising, he serves as a trustee of the James & Mary Underdahl Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to individual investor profiles.

Chad Steeves is a financial advisor at Focus Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Focus Financial since 2008. Steeves also serves as president of SWMG LLC and is a partner in Bergstrom Financial Group LLC, entities involved in financial business operations. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, retirement plan consulting, and financial planning, employing diverse investment strategies and coordinating with clients’ tax and legal advisors.

William Bergstrom is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Focus Financial Network since 1995 and serves in executive and board roles within the firm, including as a 401k Trustee and compensation committee member. Bergstrom is also involved in managing a family testamentary trust and has established entities as part of his succession planning. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services that incorporate portfolio management, asset allocation, and coordinated planning with other professionals to address legal and tax considerations.

Jeffrey Kolodjski is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 17 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and has been affiliated with LPL Financial since 2012. Great Valley Advisor Group, LLC is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Tonya Gunstenson is a Series 66-licensed financial advisor with Focus Financial in Minneapolis, MN, bringing one year of industry experience. Her career includes roles at Focus Financial and OSAIC, as well as prior experience with Faith Church and Hopkins School District ISD 270. Outside of advising, she holds positions as an office manager and registered assistant, contributing to procedural documentation and trading support. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services tailored through individualized investor profiles and diverse investment strategies.

Morgan Smick is a financial advisor at Gradient Securities, LLC with two years of industry experience. He holds the Series 66 designation and has prior work history at Bremer Bank and Bethel University. Outside of finance, he has experience working at Fareway Meat & Grocery and Fairmont Area Schools. Gradient Securities, LLC, 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, with a business model notable for its use of third-party managers and multiple affiliated entities.

Robert Koch is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. He has 11 years of industry experience and is also an equity shareholder at Olsen Thielen & Co., a full-service CPA firm where he has worked since 1996. His role at the CPA firm involves primarily audit and tax compliance work. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading.

Richard Hornung Jr. is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Focus Financial and Osaic since 2000. Outside of his advisory work, he volunteers as an assistant coach for youth hockey programs. 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.

Max Birkinbine is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ausdal since 2017. Outside of his advisory role, he is involved in consulting for business owners on cost-saving measures and operates a wealth management firm providing investment advice and CFO services on a consultative basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of portfolio strategies across multiple custodians.

Catherine Peters is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations. Peters has been associated with Gradient Advisors and its related entities since 2014. 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 portfolio analysis.

Matthew Steiger is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Dakota Wealth, LLC and previously worked at Columbia Management Investment Advisers, LLC and Stillwater Investment Management, LLC. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with customized wealth management and investment services. The firm focuses on primarily long-term portfolios built with mutual funds, ETFs, individual securities, and alternative investments, and is notable for its active management of private funds and its role as a sub-adviser to a registered ETF.

Barbara Kirby is a financial advisor with Focus Financial Network, Inc. She holds the CFP® and ChFC® designations and has 43 years of industry experience. She has been affiliated with OSAIC and Focus Financial since 2006. Outside of her advisory role, she is a partner in a student rental housing LLC. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.