William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Todd Hedtke is a financial advisor at Tlg Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at BCBS MN, Simplicity Investments, Integroz US LLC, Winning Abillities, and a 23-year tenure at Allianz. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charities, corporations, pension and retirement plans, and institutional investors. The firm focuses on investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing manager selection, fundamental analysis, and Modern Portfolio Theory to construct diversified portfolios.

Mark Larsen is a financial advisor with Oppenheimer based in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and customized performance reporting.

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Ebenezer Mengistu is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Integrated Equity Management since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jane Hyland is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as secretary on the board of directors for the St. Albans Mill Condominium Association in Hopkins, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Connor Schaefbauer is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience with Legacy Wealth Group, 3M, Wells Fargo, and Gemini Medical. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, LLC. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.

Scott Hoyles is a Series 65-certified advisor at Cetera Planning Partners with 12 years of industry experience. He is also a tax principal at Olsen Thielen & Co. Ltd, a public accounting firm where he manages personnel taxes, oversees return compliance reviews, and leads a small business accounting niche focused on cloud-based back office accounting and payroll. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides integrated services including tax planning, bookkeeping, payroll support, and estate-planning solutions through affiliated providers.

Matthew Salafia is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with five years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He is based in Edina, MN. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-directed trades and tailored recommendations aligned with individual goals and risk tolerance.

Jacob Rahbain is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked at NorthRock Partners LLC, TD Ameritrade, MML Investors Services, and Massachusetts Mutual Life Insurance Company. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Patrick Regan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Cresset Asset Management, LLC, where he has worked since 2022. Prior to joining Cresset, he spent 16 years at Meristem Family Wealth LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, third-party manager allocations, and a structured due diligence process across multiple asset classes.

Steven Schoenberger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. He has previously worked at Open Door Financial and Affiance Financial. Schoenberger holds the Series 66 designation. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Alex Adair is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018 and previously held a position at Sabic Polymershapes from 2014 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary portfolio models from Morningstar Investment Management tailored to client-specific retirement goals.

Connor Gaarder is a financial advisor at Private Advisor Group, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and Investors Financial Group, LLC. Gaarder’s background also includes roles outside finance, such as positions with professional hockey teams. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model combines client goal assessments with a range of investment strategies implemented through third-party managers and technology platforms.

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Jeremy Green is a Certified Financial Planner® at AE Wealth Management, LLC with 13 years of industry experience. He has held roles at multiple firms including Madison Avenue Securities, Advisors Excel, and AE Financial Services. Outside of his advisory work, he owns Wealth Strategist Designs, providing insurance and tax services as well as expert witness support. AE Wealth Management serves individual households, corporations, trusts, and ERISA plan sponsors with fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios and a range of analytical strategies to implement investments, managing approximately $49.8 billion for over 127,000 clients.

Heather Pape is a financial advisor at Schwab Wealth Advisory, Inc. with one year of industry experience and a Series 66 credential. She previously worked at LPL Financial LLC and Charles Schwab & Co., Inc., and has a background that includes roles in education and nonprofit organizations. Outside of her advisory role, she is a commissioned notary. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses model-driven asset allocation and research tools, offering tailored recommendations with at-least-annual reviews, while trades require client authorization.

Timothy Schumacher is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Ameriprise Financial and The Leaders Group Inc. He is currently associated with Madison Avenue Securities and Advisors Excel in compliance advertising specialist roles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.