Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Amir Abdelwahed is a CFP® professional with 31 years of industry experience, currently serving at &Partners. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Justin Herzog is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managed either by its advisors or selected third-party managers.

Jay Cavanagh is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Kestra Advisory Services since 2016. Cavanagh also serves as a partner at The KNW Group and holds a senior vice president position at NFP, engaging in investment advisory services and business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

Tyler Roper is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has three years of industry experience, with prior roles at LPL Financial, Cetera, and AdvisorNet Financial. Outside of advising, he has worked in marketing and agricultural products for ten years. Private Advisor Group serves a diverse range of clients including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through a large network of investment adviser representatives.

Ellan Howley is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2025. Prior to this, she worked at PrairieView Partners for nine years and Fure Financial for three years. Outside of her advisory role, she is a freelance French horn player, an activity she has pursued since 2007. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and affiliated accounting, legal, and trust services.

Sarah Geiger is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2015, including a ten-year tenure with LPL Financial, LLC. Outside of her advisory role, she is a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Neil Frederickson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved with professional and amateur hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with client-directed trading decisions and no discretionary authority exercised by the firm.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

Michael Paone is a financial advisor at Wells Fargo Investment Institute, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Wealth Management and Piper Jaffray & Co., as well as running a custom woodworking business. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses and select external clients. The firm delivers research and model guidance across specialized divisions without exercising investment discretion or holding custody of client assets.

John Mowery is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. His prior experience includes roles at JP Mowery Wealth Advisors, LLC dba BrightPoint Planning, O'Brien and Associates, Inc., and Trademark Financial Management. He is an Investment Committee Member for Ronald McDonald House Charities - Upper Midwest. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning, tax support, and estate-planning coordination.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Tiffany Glidden Rude is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her prior roles include positions at Merrill and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, employing a strategic investment process that combines passive and active managers with quantitative and fundamental research.

Rick Peterson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Principal Securities since 2016 and has additional experience with Atlas Wealth & Retirement and CSP & Associates. He is involved in outside insurance activities related to long-term care, disability, fixed life and annuities, health, and supplemental medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Kvamme is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked with multiple entities within the Wealth Enhancement network since 2007. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Stolfa is a CFP® professional with 15 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at CCG Wealth Management LLC, Evercore Wealth Management, LLC, and Cambridge Investment Research Advisors, Inc., among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that incorporates both passive and active managers, supported by an internal Investment Committee.

Michael Bailey is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary portfolio construction tools developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Kathleen Kempson is a CFP® professional with one year of industry experience, currently serving as an advisor at Kestra Advisory. She has previously worked with Wealthspire and WEA Member Benefits and holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Aaron Fulton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to Mariner, he worked at Proequities, Inc. and Honkamp Krueger Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for an enterprise of its size.