Brendle Corpman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of his advisory role, Corpman is involved in administrative consulting through Corpman Contracting LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized allocation guidance and operates with a large client base focused primarily on non-discretionary assets.

Rebecca Oelrich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to joining Creative Planning, she spent nine years at KDV Wealth Management. 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 emphasizes a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies for long-term goals with selective private market exposure and fiduciary management of retirement accounts.

Craig Roslien is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including longstanding roles at New York Life Insurance Co. and Nylife Securities Inc. Craig is also involved with the Roslien family farm outside of his advisory work. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Derek Hoyt is a CFA® charterholder with 12 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2023, following 16 years at KDV Wealth Management. 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, supported by a broad range of supplemental investment options and integrated retirement plan services.

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Genevieve Cornish is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior experience includes roles at LPL Financial LLC and Northwestern Mutual. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model with an open-architecture approach, integrating multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management and a range of financial planning and investment solutions.

Kenneth Zarske is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Mercer and Pavillion Advisory Group. He is also associated with BerganKDV, Ltd. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and private market exposure.

Michael Huber is a financial advisor with Commonwealth Financial Network in Mendota Heights, MN, holding a Series 63 designation and 28 years of industry experience. He has worked at Pratt Kutzke and Associates LLP and Commonwealth Financial Network since 2012. Outside of his advisory role, he owns Huber Financial, LLC, a private entity for accounting and securities business operations, and is involved in fixed insurance sales under Pratt Wealth Management, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion in portfolio construction alongside centrally managed model portfolios and distinct program offerings.

Jonathan Liang Sr. is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2023 and previously worked at CTB Financial Services, Ltd. for 21 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that favors low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individual equity and bond management, and selective private market exposure.

Travis Bezella is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is involved in managing residential rental properties through two separate LLCs. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Matthew Koelsch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Kowalski Financial, Inc. and Ameriprise Financial Services, Inc. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and a suite of retirement plan services.

David Wymer is a financial advisor with Valic Financial Advisors in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Megan Kiel is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. 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 broad adviser-support platform featuring managed-account programs, third-party asset manager access, and custody services.

Alexander Krueger is a Series 65 licensed financial advisor with Mariner, where he has worked since 2025. He has four years of industry experience, including seven years at C. C. Dunnavan & Co., Inc. Outside of his financial career, Krueger serves as an assistant coach for the Armstrong Cooper Youth Hockey Association, working with middle school players. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal research, and it integrates in-house tax and accounting services along with specialized family office and employer financial wellness solutions.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Churchill Management Group for 18 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Timofey Drozdov is a financial advisor at Mariner with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Focus Financial, Royal Alliance, and other financial institutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for firms of its size.

Douglas Thompson is a financial advisor at J.W. Cole Advisors, Inc. with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining J.W. Cole Advisors and J.W. Cole Financial in 2024, he worked at Parkland Securities for 10 years and Sigma Planning Corporation for 22 years. Outside of his advisory role, he serves as chairman of Men of His Word, a faith-based men's group, and is president of the church council at Ascension Lutheran Church. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Mathew Thomsen is a CFP® professional with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked at firms including Ameriprise Financial Services Inc. and Summit Wealth Advocates, LLC. Thomsen holds a Series 66 license and is based in Edina, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s internal research and asset-allocation models to deliver tailored recommendations without exercising discretionary trading authority.

Corrie Haux is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN, holding the ChFC® designation and Series 63 license. She has 26 years of industry experience, including roles at New York Life Insurance Co and Nylife Securities LLC since 2010. Eagle Strategies serves a diverse clientele of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.