Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.

Brent Cook is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Ameriprise Financial. Outside of his advisory role, Cook has served as an election judge in his local precinct. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates within an integrated platform tied to its recordkeeping and administrative services.

Benjamin Goshgarian is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at WCC and RCC. Additionally, he works as an independent insurance agent specializing in fixed insurance and life insurance sales. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily delivering non-discretionary recommendations and operating as both an SEC-registered investment adviser and a broker-dealer.

Benjamin Schaefer is a CFP® with 29 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Advisory Services since 2001 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Schaefer is also licensed as an insurance agent, selling traditional insurance products and fixed annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Hannah Tesch is a CFP® with six years of industry experience, currently working at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab Bank SSB, Charles Schwab, Farmers Financial Solutions, Farmers Insurance, and Ameriprise Financial. Her career includes a variety of financial services positions in the Minneapolis area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual investors through a consultative process that includes annual financial reviews and investment recommendations, without exercising discretionary trading authority.

Matthew Morrison is a CFP® with one year of industry experience, currently affiliated with Commonwealth Financial Network in Bloomington, MN. His prior experience includes five years at Mindful Asset Planning and roles at Integrated Equity Management, Cambridge Investment Research, Walser Automotive Group, RE/MAX Results, and REVL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $200 billion in client assets and offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Henderson is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, J.P. Morgan Securities, and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Brian Hanson is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TLG Advisors since 2012. Outside of advisory services, he is involved in mortgage lending, including reverse mortgages, and sells life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory along with a direct-to-consumer program called Starlight Portfolios.

Katie Scalia is a financial advisor at Principal Financial Services based in Minneapolis, MN, holding Series 65 and Series 63 licenses. She has experience at several firms including Principal Securities, Principal Life Insurance Company, 1834 Investment Advisors, Bremer Bank, and Wells Fargo, totaling over 30 years in the financial industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Stacy Johnson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Her prior experience includes roles at RBC Global Asset Management and RBC Capital Markets. She is a partial owner of SJS Advisory Services, LLC, a tax services firm founded by her husband, though she does not participate in its operations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Brian Craig is a ChFC® with 17 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life), where he has worked since 2014, and has prior experience with New York Life Insurance Company and NYLife Securities LLC dating back to 2009. He is also a passive investor in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Madeline Longo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Waypoint Capital Advisors and Ameriprise Financial, and held a position at the University of Wisconsin–Madison. 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’s investment approach uses Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separate accounts.

Tenielle Shallman is a CFP® professional with 24 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has worked at Wealth Enhancement Advisory Services since 2001 and Wealth Enhancement Brokerage Services since 2007, with prior experience at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic asset allocation using a combination of passive and active managers, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Bernie Zeruhn is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a referee for youth soccer matches with the Minnesota State Referee Committee. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored financial solutions through integrated teams and affiliated entities.

Juliette Marth is a financial advisor with Voya Financial Advisors, Inc. in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has worked at Voya Financial Advisors since 2015. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers various financial services, such as financial planning and portfolio management, delivered through multiple program structures with an emphasis on non-discretionary, recommendation-based advice.

Edward Davies is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex Securities Corporation and Paychex Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

John Dewey Jr. is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding the CFP® and ChFC® designations and having 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he volunteers with Tentmakers to help Christians deepen their financial stewardship and also coaches youth football. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, delivering advice through a range of models and third-party managers while operating as both a registered investment adviser and an active broker-dealer.

Terry Lewis is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and operates under the DBA Veritas Financial Strategies, LLC, where he brokers non-registered insurance products. His career includes longstanding roles with New York Life and its affiliates since 1980. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with retirement plan sponsors and corporate clients.

Caden Boyer is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Sequoia, he worked at Saint Mary's University of Minnesota, Pritchard Companies, and HyVee. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Sirisha Davuluri is a financial advisor at Principal Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.