Stephen Sawyer is a financial advisor with Principal Financial Services in White Bear Lake, MN, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been affiliated with Principal Financial Services and related entities since 2026 and previously worked at OSAIC and Securities America. Outside of his advisory role, he operates The Sawyer Group, which involves the sale of non-registered insurance products and client outreach through a dedicated website. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Cambria Monson is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Savant, Monson held roles at Beacon Pointe Advisors, the University of Denver, Northwestern Mutual, IPS Strategic Capital, and Home Depot. Monson also has experience working in plumbing and heating as well as at a golf course. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust service entities.

Jon Rusten is a financial advisor with Eagle Strategies (New York Life) based in Woodbury, Minnesota, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Rusten volunteers with the University of Minnesota College of Education and Human Development, assisting in the development of financial literacy programs for young adults across various education levels. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs and emphasizes tailoring solutions to client objectives, with most assets managed on a non-discretionary basis.

Joseph Wienke is a financial advisor with NewEdge Advisors in Woodbury, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Foundation Medical, Gemini Medical, and Wright Medical Technologies. Wienke also provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools, along with centralized due diligence and ongoing monitoring of managers and strategies.

Nicholas Flatness is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a board member of the Parachute Foundation and coaches youth soccer for the Mahtomedi Soccer Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, 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 solutions through various advisory and promoter arrangements.

Scott Ekholm is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He previously worked at LPL Financial for 22 years before joining Osaic and Blaze Credit Union. He serves as a successor trustee for a family trust. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Ian Greer is a Series 65-licensed advisor at Brookstone Capital Management LLC with less than one year of industry experience. His prior work includes roles outside finance, such as operating Triple C Car Detailing and positions with University of Iowa Recreational Services. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple advisory channels.

Ethan Anderson is a financial advisor with Eagle Strategies (NY Life) based in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been associated with Veritas Financial Strategies, LLC since 2019 and has worked with Eagle Strategies and New York Life-affiliated entities since 2015. Outside of his advisory role, he is a member of the Hudson Daybreak Rotary and is the owner of Landry’s Smile, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

James Hillemeier is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has worked at Commonwealth since 2013 and previously was with Northstar Financial Partners, LLC for six years. He is also involved in fixed insurance sales through Zenith Wealth Management, LLC. 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 around $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing services.

Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

John Levi is a financial advisor at Beacon Pointe Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Beacon Pointe Insurance Services. He is a silent partner in an assisted living investment property through River Falls QOZB, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Adam Laberda is a CFP® with 12 years of industry experience, currently affiliated with The Huntington Investment Company. His career includes roles at Ameriprise and Allianz Life Financial Services among others. In addition to his advisory work, he operates a carpet cleaning business through Life in Place LLC. The Huntington Investment Company serves individuals, charitable organizations, and corporations with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture model that incorporates third-party managers and proprietary Private Bank strategies.

Kyle Sellnow is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the Director of Adult Life and Formation at the Church of St. Joseph and owns Fully Alive LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and National Life Group prior to joining Equity Services. He is also active as an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Alex Hackworthy is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2015 and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and manages a large client base primarily through non-discretionary advice.

Marietta Payne is a financial advisor with Kestra Advisory in Hudson, WI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Ameriprise and Northwestern Mutual Investment Services, as well as involvement with YogaFit. She also works as a tax assistant at River Birch Tax LLC, supporting tax preparers with document management. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, supporting a broad selection of investment platforms and serving large institutional investors.

Matthew Weier is a CFP®, CFA®, and Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 11 years at PrairieView Partners, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by centralized resources and affiliated legal, accounting, and trust services.

Kristopher Olsen is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for eight years before joining Hornor, Townsend & Kent in 2023. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Joshua Rodgers is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Securian Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its “point-in-time” financial plans and managed account solutions.

Travis Bretoi is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Transamerica Retirement Advisors, LLC. His prior roles include positions at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as experience with TD Ameritrade from 2017 to 2020. Transamerica Retirement Advisors provides investment advice and education services primarily to participants in employer-sponsored retirement plans and IRA owners. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary investment recommendations.