Courtney Dent is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and five years of industry experience. She has worked at Mariner since 2020 and has prior experience at firms including Boyum Barenscheer, LLP and AgCountry Farm Credit Services. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, alongside specialized tax and administrative financial services.

Ryan Shaw is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 credential and four years of industry experience. Prior to joining Wells Fargo in 2022, he spent ten years with US Bank NA in wealth management. Wells Fargo Investment Institute is an SEC-registered, bank-affiliated advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo's wealth and fiduciary businesses. The firm’s advice is generally impersonal and non-discretionary, supporting affiliate businesses with model portfolios and strategic research developed through both qualitative and quantitative analysis.

Gregory Haywood is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years at CETERA Advisor Networks LLC and two years at LPL Financial. He is based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Haley Hausman is a CFP® with 11 years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she works part-time selling tacos at the Minnesota State Fair through Taco King. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing a model-driven approach and third-party money managers for separately managed accounts.

Joshua Larson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, The Oak Ridge Financial Services Group, Inc., and U.S. Bancorp Investments, Inc. He is based in St. Paul, MN. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice and education programs. The firm’s investment approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Donald Bellefy is an advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Global Atlantic Financial Company and Sammons Financial Network. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid advisor/broker-dealer model with a focus on both discretionary and non-discretionary account management.

Kenneth Ericson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Wipfli Financial Advisors, and Wells Fargo Bank, N.A., where he worked for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Juei Hua Chang is a CFP® professional with over six years of experience at Transamerica Financial Advisors and seven years with WFGIA. Prior to her advisory career, she spent seven years as a homemaker. She is based in Roseville, MN and holds Series 63 and Series 66 licenses. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach delivered through multiple advisory platforms and a large network of advisors.

Samuel Andrews is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at BerganKDV Wealth Management, Secured Retirement Advisors, and Transamerica Investors Securities Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Zachery Moore is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and experience across several roles including positions at Carlson Capital Management and CTB Financial Services. He has also served in the Minnesota Air National Guard. Sequoia Financial Advisors, LLC 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kyra Roffers is a CFP® and Series 66 registered financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She has worked at multiple affiliated entities within Wealth Enhancement since 2017 and previously held a position at Fagron, Inc. from 2016 to 2017. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.

Scott Rohne is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he is a managing member and co-owner of Rohne Farms, LLC, where he is involved in the management and operation of a family farm. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Chad Broberg is a CFP® and ChFC® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, where he also works as an insurance agent. His prior experience includes roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial and its affiliated entities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles as an operating general partner.

Jeffrey Kase is a financial advisor at Transamerica Retirement Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2012. 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 software and model asset allocations from Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Thomas Gillen is a CFP® professional currently with Beacon Pointe Advisors, LLC. He has been in the financial industry since 2023, with prior experience at Landmark Wealth Management Group and a background at Menards, Inc. outside of finance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a broad client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kyle Luebeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Mutual of Omaha and Mutual of Omaha Investor Services. He is also a panelist for Roi/Emporium/Business Insider, providing insights on software and best practices. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Jaret Hartley is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with one year of industry experience. His work history includes roles at Prairieview Partners, LLC and Boulay, as well as multiple engagements at the University of Wisconsin–Madison. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Nathan Gaherty is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., Fidelity Investments, TD Ameritrade, Edward Jones, The Mather Group, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored, at-least-annual reviews without exercising discretionary trading authority.

Justin Mishacoff is a financial advisor at &Partners with 27 years of industry experience. His career includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. He is a co-owner of Lumitas Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. &Partners serves a broad client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.