Kathryne Stuempert is a financial advisor at Equity Services, Inc. with 28 years of industry experience. She holds a Series 63 designation and has worked with Equity Services since 2008. Outside of her advisory role, she has operated an Amway distributorship since 1984 and participates in a local business networking group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and frequently employs third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kurt Mazur is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds a Series 66 designation and has worked at Shamrock Wealth Management since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, providing advisors with multiple portfolio implementation options and back-office support.

Alek Van Valkenburg is a CFP® and Series 65-licensed advisor with nine years of industry experience. He has been with Creative Planning since 2022 and previously worked at Gradient Advisors and Case Central. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and follows a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Bjorn Nesvold is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Landmark Wealth Management Group, and Thrivent Financial. Outside of his advisory role, he serves on the advisory board of Windstrip LLC, a company that develops combined vertical wind turbine and solar energy units for telecom towers in remote locations, and is a board member of Operation HELP, a nonprofit providing financial assistance and community support in St. Croix County. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing proprietary due diligence and allocates primarily through third-party independent managers, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Anthony Hamburge is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Green Guardian Wealth Management, Principal Life Insurance Company, and New York Life-related firms. He is involved in providing financial planning and insurance solutions, including life insurance, annuities, and long-term care products. 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’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, often implemented on a discretionary basis.

Robert Regenfuss is a financial advisor with Transamerica Retirement Advisors, LLC in Cottage Grove, MN. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to his current role, he has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2007. Outside of advisory work, he is involved in a real estate renovation business where he participates in project coordination and labor. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to offer asset allocation and retirement guidance to a large client base.

Mitchell Schommer is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Landmark Wealth Management Group. His background includes roles outside finance, such as positions with the City of Prescott and Churchill Marketing & Storage. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

William Ryder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Transamerica entities since 2014. Outside of advising, he co-manages a small residential rental business with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple advice programs, utilizing proprietary software and oversight from Morningstar Investment Management to provide asset allocation and retirement guidance. The firm operates at scale with over 300 advisors and emphasizes managed portfolios and non-discretionary recommendations rather than standalone financial planning.

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, holding a Series 66 credential and one year of industry experience. Prior to joining NewEdge Advisors and LPL Financial in 2025, he worked at Foundation Medical and Gemini Medical. Wienke provides administrative support to NewEdge Advisors in addition to his advisory role. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Nicholas Flatness is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include work at Principal Securities Inc, Principal Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and Waddell & Reed. Outside of his advisory work, he serves as a board member for the Parachute Foundation and volunteers as a youth soccer coach with the Mahtomedi Soccer Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, employing a mix of adviser and promoter arrangements to deliver investment solutions.

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 in a family trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

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.

Emily Irwin is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing Services and Wells Fargo Bank. Irwin is a non-practicing attorney licensed in both Arizona and Minnesota. Cerity Partners advises a wide range of clients, including individuals, families, trusts, and institutional investors, offering customized wealth management services and access to alternative and private market investment solutions.

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 with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also a silent partner in an assisted living investment property in River Falls, Wisconsin. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with selected third-party independent managers, employing both active and passive strategies across public and private asset classes.