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 with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnoff Farm, which engages in farming and land conservation. 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, ETFs, and may allocate to sub-advisors or internal model portfolios 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.

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His work history includes roles at Cetera and Cetera Wealth Services, and he has operated Webskowski Accounting for two decades. Outside of advising, he owns a debt management counseling business and is a CPA involved in tax preparation and representation, as well as an author of a tax-related book. 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, ETFs, and external sub-advisors, offering both discretionary and non-discretionary management across a range of fee structures.

Cameron Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes through dedicated investment teams and offers both discretionary and non-discretionary portfolio management.

Kevin Mix is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Gradient Securities and its related entities since 2011 and is currently affiliated with Looking Glass Wealth Management. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a mix of advisory services and commissionable securities and insurance products.

Daniel Steffes is a financial advisor with The Oak Ridge Financial Services Group, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at Hilltop Securities Inc. and Ameriprise Financial Services, Inc. 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 client approval.

Laura Chinander is a financial advisor at CX Institutional, LLC with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for one year each before joining CX Institutional. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and provides access to thematic and specialized investment strategies as well as technology-enabled consolidated reporting and tax-efficient asset location.

David Mushel is a Series 65-licensed financial advisor at Gradient Advisors, LLC with one year of industry experience. Prior to joining Gradient Advisors, he was a student for ten years. He also works with RIA Registrar in a registration and compliance role. 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.

Brian Kruse is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with NorthRock Partners since 2013. Kruse maintains current Minnesota insurance licenses. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, incorporating private market investments and AI tools to support tax-aware investing and portfolio monitoring.

Richard Chaffee Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. and Chaffee & Associates, holding the ChFC® and Series 63 designations. He has 53 years of industry experience, including 17 years with M HOLDINGS SECURITIES and over 21 years managing his own firm, Chaffee & Associates, where he serves as CEO. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of portfolio management by Financial Professionals and third-party sub-advisors.

Robert Beveroth is a financial advisor at AdvisorNet Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Advance Wealth Management Group, and The Prudential Insurance Company of America. In addition to advisory services, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. 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, and ETFs and offers both discretionary and non-discretionary management tailored to client needs.

Christopher Mastley is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2010. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm is noted for its team-based family office services and business consulting for clients such as professional athletes, employing a range of investment strategies and ongoing portfolio reviews.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Kathleen Shoemaker is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. She has worked at NorthRock Partners since 2021, and previously at The Advocate Group and Encore Group. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, incorporating private market investments and advanced technology tools in portfolio management.

James Mattson is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. He serves on the St. Johns University Board of Alumnus, assisting with donor relations. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers.

Jared Nishida is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2010. Outside of his advisory role, he serves on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments through a diversified, multi-asset approach.

Derek Mc Cready is a financial advisor at The Oak Ridge Financial Services Group, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Enterprise LLC as well as teaching roles at multiple educational institutions. Mc Cready also has involvement with Teachers On Call, a Kelly Education Company. 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, third-party portfolio manager access, and written financial plans, primarily managing accounts on a non-discretionary basis with periodic client reviews.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.