Ryan Trabant is a CFA® charterholder with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Inc., and several other firms. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple asset classes.

William Berigan is a CFP® professional with 18 years of industry experience, currently serving at Commonwealth Financial Network since 2015. He is also the CEO and owner of Shamrock Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using diverse securities and insurance products.

Tucker Rohde is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cannaday Wealth Management DBA and Cannaday Bloom Wealth and Insurance Solutions. Outside of advising, he is involved in a small business venture focused on real estate short-term rentals. 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’s advisory services feature direct advisory programs, financial planning, and access to third-party money manager solutions with ongoing client reviews conducted by its Financial Advisors.

Nicholas Halvorson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2001. Outside of his advisory role, he has modeled men's clothing for J Hilburn Clothing Company on a limited basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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 managers through various advisory and promoter arrangements.

Jason Lynch is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he spent two years working at Mary Bluegill Bar and Grill. Principal Securities provides 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 overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Brian Grabinski is a financial advisor with Primerica Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. of America since 2018, and previously at Securian Financial Services, Inc. and Minnesota Life Insurance Co. from 2015 to 2018. He also attended William Mitchell College of Law from 2014 to 2017. Park Avenue Securities LLC serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

Stephen Husten is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Company and Midwest Secure Retirement. Outside of his advisory work, he is involved with U.S. Business Consulting, providing tax savings, business development, and financial services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house and third-party portfolios, with a platform that integrates services across affiliated entities.

David Bender is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Atlas Wealth & Retirement. He is also involved in fixed insurance products, including fixed life, fixed annuity, disability, long-term care, health, and Medicare supplemental contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. 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.

Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of related implementation services provided through affiliated entities.

Ryan Drake is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2018 and joined Beacon Financial Group in 2024. Outside of his advisory role, he is also licensed as an agent for fixed life and annuities, disability, long-term care, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Skaar is licensed to sell life insurance and fixed annuity products in Minnesota and has expressed interest in offering these products if the opportunity arises. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

David Engler is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial and Hiway FCU Investment Services, where he worked for 18 years each. Outside of his advisory work, Engler is an independent author and writer, a coaching clinic coach, and a group fitness instructor at the YMCA. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and extensive collaboration with banks and credit unions.

Laura Pope is a CFP® with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio programs and investment education services supported by Morningstar Investment Management’s proprietary software and research. The firm operates at scale with a focus on non-discretionary asset management rather than standalone financial planning.

Naomi Savolainen is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she is the owner and designer of Mimiomi Jewelry, a jewelry design and fabrication business. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm offers comprehensive retirement-plan advisory and pension consulting services and supports a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets.

Joseph Masciopinto is a financial advisor with Creative Planning holding a Series 66 designation and 12 years of industry experience. His career includes roles at BrganKDV Wealth Management, Lockton, Kestra Financial, Gallagher Benefit Services, Global Retirement Partners, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he serves as an assistant coach for the U10 age group at Team Gilboa Ski Club of Minnesota, focusing on alpine ski racing for children aged 8 and 9. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Paula Price is a CFP® professional based in St. Paul, MN, with seven years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Prairieview Partners for 12 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related financial services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.

Leah Brooks is a Certified Financial Planner® with eight years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has prior experience at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is involved as a wealth advisor with CBS and DPL Financial Partners and serves as an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is the sole proprietor of Cadlee Company, LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activity.

Blake Peterson is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include 14 years at RBC Capital Markets and time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs on the Envestnet MAS platform.