Aaron Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Commonwealth Financial Network and The Rein Group, as well as earlier positions at Blue Ops and the University of St. Thomas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Mark Isenberg is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a primary election judge. Voya Financial Advisors serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily offering non-discretionary advisory services.

Landin Peterson is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has been with Voya Financial Advisors since 2026. Prior to his advisory role, Landin’s background includes experience at Voya Financial and AMC Theatres, alongside periods of full-time education. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based relationships.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses, bringing 31 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been affiliated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management since 2010. Outside of his advisory roles, he is involved in fixed insurance sales and owns businesses that provide financial consulting and non-investment services to pre-retirees and retirees. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of investment management and financial planning services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Heather Bantle is a financial advisor with Primerica Advisors based in Minneapolis, MN, holding a Series 63 designation and 15 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she holds an agent appointment with an insurance company. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Landon Lantz is a CFP® professional affiliated with Sequoia Financial Group, L.L.C. He has one year of industry experience and previously worked at Carlson Capital Management and Edward Jones. Outside of financial advising, he was involved with Lantz Enterprises for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 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, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Level Four Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures combining in-house and third-party strategies.

David Mchenry is a financial advisor at &PARTNERS with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. There are no other notable outside activities reported. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with advisory and brokerage services provided through a dual registration as a registered investment adviser and broker-dealer.

Paige Woods is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has worked at Carlson Capital Management, LLC since 2017 and previously at Deloitte Tax LLP from 2012 to 2017. She also serves as Senior Director and Manager of Tax Services at Sequoia Tax Services, a wholly owned subsidiary of Sequoia Financial Group that provides tax analysis and advice. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

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 at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked in wealth management at US Bank NA for ten years. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research supports Wells Fargo Advisors and fiduciary divisions, offering model guidance without exercising investment discretion or holding custody of client assets.

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 industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has previously worked at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she has worked part-time selling tacos at the Minnesota State Fair through the Taco King food booth. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

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.

James Sioris is a financial advisor with Cresset Asset Management, LLC in Minnetonka, MN, holding Series 66 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Meristem Family Wealth LLC for 15 years before joining Cresset in 2022. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with services including wealth management, portfolio management, retirement plan consulting, and family office services. Its investment approach combines strategic asset allocation, active and passive management across multiple asset classes, and the use of third-party managers alongside tools such as artificial intelligence and machine learning.

Donald Bellefy is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Global Atlantic Financial Company, Global Atlantic Distributors, LLC, SPC, Sammons Financial Network, and Blaze Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

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.

Bryant Stein is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Huntington, he worked at Merrill and Wells Fargo in various capacities. His background also includes service in the Army National Guard and involvement with businesses such as Reverse Box L Ranch and Glacier Zip Lines. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers, affiliate models, and overlay services, primarily offering wrap-fee programs through the Envestnet MAS platform.

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.