Michael Stern is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at LPL Financial and Askar Advisors Group. Stern is a partner and vice president of MMB & Associates, LLC, a business formed for personal liability purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and related services. The firm offers both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model and multiple investment strategies.

Sydney Wilson is a financial advisor at Beacon Pointe Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2024, Wilson worked at Landmark Wealth Management Group and held various roles including at Java Dock Cafe. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Lee Stoerzinger is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a CFP® designation and Series 63 and 65 licenses, with 32 years of industry experience. He is also an author of the book *On the Back Burner* since 2015 and serves as a member of the Rotary Club of North St. Paul/Maplewood/Oakdale and a board member at large for the Beacon Shores Association. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, through a network of 477 independent advisors. The firm offers a range of financial planning, portfolio management, and brokerage services via an open-architecture platform utilizing multiple custodians and third-party managers.

Brett Kahnert is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Mass Mutual Investors Services. He also served on the Pilgrim Lutheran Church Finance Committee from 2015 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice, investment education, and personalized portfolio guidance through proprietary software and third-party model asset allocations.

Jeffrey Riegle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Green Guardian Wealth Management, Principal Securities Inc, LPL Financial, and Waddell & Reed Inc. Outside of his advisory role, Riegle volunteers supporting the employer outreach program for the Guard and Reserve and serves on the marketing committee for The Foundation of St. Andrew’s. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dillon Essma is a financial advisor at Savant Wealth Management in St. Paul, MN, with six years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Savant Wealth Management in 2025, he worked at PrairieView Partners, LLC, U.S. Bank, Wells Fargo, and Green Street. 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 combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Robert Aylin III is a financial advisor at Savant Wealth Management in St. Paul, MN, with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Savant Wealth Management in 2025, he worked at Prairieview Partners LLC and Irwin Schaffer LLC for 17 years each. 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, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related implementation services through affiliated accounting, legal, and trust entities.

Erik Olson is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2019. Prior to that, he was with Bane O'Leary LLC and Barber Financial Group. Olson also operates as an insurance agent on a part-time basis. 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 diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Michael Darrington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as Union Financial. Outside of finance, he created a proprietary dice and card game called "You Or I," designed for social play with family and friends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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.

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.

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.

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.

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.

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.

Jacob Larsen is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for 12 years and has been involved with Blaze Credit Union in St. Paul, MN, for over a decade, where he also provides administrative and advisor support services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Tyler Roper is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cetera, and AdvisorNet Financial among other firms. Outside of his advisory role, he has been involved in marketing and agricultural products and has experience assisting in trading and operations support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms to support client goals.

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Ellan Howley is a CFP® professional with eight years of industry experience, currently serving at Savant Wealth Management since 2025. Prior to joining Savant, she worked for PrairieView Partners, LLC from 2016 to 2025. Outside of her financial advising career, she is a freelance French horn player, a pursuit she has maintained since 2007. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Rick Peterson is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His work history includes roles at Principal Securities and Principal Life Insurance Company since 2014, as well as at Atlas Wealth & Retirement and CSP & Associates beginning in 2024. In addition to advisory services, he is involved in outside insurance activities covering long-term care, disability, fixed life insurance and annuities, health, medical, and supplemental insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.