Jan Barnes is a financial advisor at Larson Financial Group, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Larson Wealth Partners and Larson Financial Securities, LLC since 2020, in addition to prior roles at Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a specialized focus on physicians and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, alongside affiliated broker-dealer, commercial real estate, and private equity activities.

Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.

Matthew Benson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Focus Financial Network and OSAIC, having previously worked at United Planners Financial Services of America, Lee Stoerzinger Inc., SII Investments, Inc., and Royal Alliance Associates. Outside of advisory roles, he serves as Vice President and Secretary of Hecla Land Company, an LLC owning farmland, where he manages administrative functions. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Brian Wagener is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes multiple roles with Focus Financial since 2018 and involvement with Osaic since 2019. Outside of his advisory work, he spent two years working at Frank and Andreas Pizza. Focus Financial Network serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate entities, offering managed account services, financial planning, and retirement consulting. The firm emphasizes personalized investment advice tailored to investor profiles and coordinates closely with other professionals for estate planning and related legal or tax services.

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.

Philip Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial Corporation, and Mutual Service Corporation. Anderson also sells fixed insurance products on occasion. 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 corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

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.

Jillian Hoffman is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining &PARTNERS. Outside of her advisory role, she co-owns two print-on-demand merchandise businesses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, offering a range of portfolio management solutions that utilize fundamental, technical, and quantitative analysis, including alternative and proprietary investment strategies.

Nicholas Ovshak is a CFP® professional with seven years of industry experience, currently advising at Commonwealth Financial Network since 2021. His prior roles include positions at Fidelity Brokerage Services, Ameriprise Financial Services, and FPS Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider for affiliated advisors.

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.

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.

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.

Adam Laberda is a CFP® with 12 years of industry experience, currently affiliated with The Huntington Investment Company. His career includes roles at Ameriprise and Allianz Life Financial Services among others. In addition to his advisory work, he operates a carpet cleaning business through Life in Place LLC. The Huntington Investment Company serves individuals, charitable organizations, and corporations with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture model that incorporates third-party managers and proprietary Private Bank strategies.

Jacob Mc Alpine is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018 and previously at Ameriprise Financial Services, Inc. from 2016 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary software and model portfolios from Morningstar Investment Management. The firm operates at scale primarily with non-discretionary assets and does not target high-net-worth or corporate clients in these programs.

Nuvia Solorzano Zambrano is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank, LPL Financial, Wells Fargo Clearing, and Wells Fargo Bank, NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its investment programs use an open-architecture model combining third-party sub-managers with proprietary offerings and provide wrap-fee arrangements covering portfolio management, trade execution, and manager fees.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and National Life Group prior to joining Equity Services. He is also active as an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

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.