Ghada El Gamal is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of her advisory role, she manages a rental property business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary tools and portfolio oversight from Morningstar Investment Management.

Orobosa Ero is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Transamerica, Ero worked at Bank of America, Merrill, and Wells Fargo in various roles. Outside of finance, Ero is co-owner of Green Hills Transportation LLC, a family-run freight and medical transportation business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party investment models, with assets under management of approximately $2.1 billion as of late 2025.

Donald Wilson is a financial advisor with United Planners Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior experience includes ten years at Focus Financial and Royal Alliance and Associates. Outside of advising, he serves as president of Don Wilson Inc., a separate business entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through roughly 359 advisors. The firm offers a combination of advisory and brokerage services, primarily managing assets on a non-discretionary basis.

Thomas Hoffman is a financial advisor with Principal Financial Services in New Brighton, MN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Waddell & Reed, LPL Financial, and Green Guardian Wealth Management before joining Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he has a rental arrangement for a condominium bedroom in New Brighton. 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 direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Emily Miller is a financial advisor at Voya Financial Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Voya Financial and has held various positions in retail and education sectors. Outside of financial advising, she is employed at Life Time, a health and wellness company. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advice through multiple program structures with a predominance of non-discretionary arrangements and operates as both an SEC-registered adviser and a broker-dealer.

Jeffrey Tiber is a financial advisor with Kestra Advisory Services who holds a Series 66 designation and has 27 years of industry experience. His prior career includes long tenures at New Century Financial Group, Commonwealth Financial, and Rmi. Outside of his advisory role, he serves as Vice President of New Century Group, LLC, a real estate management entity, and participates in real estate consulting and property management activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Adam Landvik is a financial advisor with Private Advisor Group, LLC in Roseville, Minnesota. He holds a Series 63 designation and has 25 years of industry experience. His prior work includes roles at Investors Financial Group, LLC and LPL Financial, LLC, where he has been affiliated since 2013. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

Daven Kirubakeren is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 31 years of industry experience. He is also the owner of Gistel Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kirubakeren has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. 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 over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Kyle Bartholomay is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at U.S. Bancorp Investments, Inc., Blaze Credit Union, and Concordia College. Outside of his advisory roles, he spent two years with Extended Travel. 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 with a hybrid adviser/broker-dealer structure and utilizing independent third-party promoters within a sizable non-discretionary asset base.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Clayton Benway is a financial advisor with OSAIC Institutions, Inc. in Shoreview, MN, holding Series 63, 65, and 66 licenses and having seven years of industry experience. His prior roles include positions at Alerus and TD Ameritrade. 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 and financial planning, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Cheryl Grochowski is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. She was previously with Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of her advisory role, she owns Treowth Wealth Advisors, where she prepares tax returns during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from large institutional investors to sovereign wealth funds.

Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Cory Stilp is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Brookstone since 2019, following roles at Regal Investment Advisors and Aflac. He is also a licensed insurance agent involved in the solicitation and sale of insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as both a discretionary portfolio manager and sub-advisor to other advisory programs.

Stephen Varley is an advisor with Kestra Advisory in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with Kestra Advisory and related entities since 1999 and is the owner of an insurance business specializing in non-variable products. Varley also serves on the board of the Hill Murray School Foundation, a private Catholic school foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and various managed solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party relationships.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

Teresa Brock is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including CUSO Financial Services and AXA Advisors. Brock serves as the recording secretary for the Rancho Buena Vista Chapter of the Daughters of the American Revolution. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of advisory services, including financial planning, portfolio management, and retirement plan consulting, often delivering advice through non-discretionary programs and a combination of investment adviser and broker-dealer channels.

Tyler Stilp is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has held roles outside the investment industry, including as a premium seating host for the Minnesota Vikings and as an assistant varsity baseball and football coach for Chisago Lakes Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and the use of ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.