Collin Brown is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Creative Planning and previously worked at Wipfli Financial Advisers and the University of Minnesota - Duluth. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Lewis is a Certified Financial Planner® associated with Transamerica Retirement Advisors, LLC, with 21 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm’s approach integrates Morningstar Investment Management’s proprietary tools and model portfolios to offer both implemented managed portfolios and non-discretionary recommendations.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.

Gary Gullo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with NewEdge Advisors since 2021 and has been associated with Olympus Financial Advisors since 2002, where he serves as co-president. Gullo also engages in fixed, long-term care, and health insurance sales. 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 advisers. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and incorporating technology tools to support advisors and clients.

Staci Murphy is a financial advisor with Commonwealth Financial Network in New Brighton, MN. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at LPL Financial, Financial Dimensions Group, Inc., and Royal Alliance Associates, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Richard Martin is a CFP® professional with seven years of industry experience, currently affiliated with SPC. He has previously worked at Parkland Securities, American Funds, Capital Group Companies, Edward Jones, and other firms. Martin also provides notary services on an as-needed basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized, discretionary investment advice through various account programs.

Anissa Lindahl is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. The Huntington Investment Company serves individual clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

Haley Hoskin is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2025, Haley was affiliated with Magnetic North Advisors and Priebe Wealth starting in 2023, and previously worked at LPL Financial LLC and Berger Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services that include vendor searches, plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Scott Kottke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. Outside of his advisory work, he volunteers as the head coach for a local youth hockey team in Rogers, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management tools for portfolio construction and oversight, operating at scale with a large client base and a focus on non-discretionary assets.

Islam Elkaffas is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Ameriprise, Cetera Investment Services, BMO Harris Financial Advisors, and Allianz Life Financial Services. Outside of his advisory work, Elkaffas is involved in sports officiating and owns a fantasy football service that provides rankings and trade calculators. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs that combine third-party sub-managers, proprietary Private Bank models, and Envestnet overlay services.

Keith Stommes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015, and has been associated with Wells Fargo since 2012. Outside of his advisory role, Stommes co-manages a rental property in Annandale, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses model asset allocations and portfolio oversight from Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance through both managed and non-discretionary advisory services.

Daniel Ries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Transamerica Investor Securities Corporation and Transamerica Retirement Solutions since 2018 and previously at COUNTRY Capital Management Company from 2016 to 2018. Outside of his advisory role, he occasionally provides babysitting support for a family member receiving government-assisted daycare. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management and serves a broad client base with a focus on asset allocation and retirement planning guidance.

David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.

Justin Herzog is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managed either by its advisors or selected third-party managers.

Scott Hanson is a financial advisor with Principal Financial Services in Maple Grove, MN, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Principal Securities Inc since 1992 and has a career background that includes Principal Life Insurance Company dating back to 1988. 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 services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Reiner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated firms since 2021. Prior to that, he was with VOYA Financial Advisors for seven years and has been associated with The Bank of Elk River for 19 years. He is also an independent insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program platforms, managing over $256 billion in assets with more than 10,000 advisors and approximately 800,000 clients.

Susan Anderson is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Anderson also operates Anderson Financial Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.