Crystal Kelly is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Transamerica entities since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their approach incorporates portfolio construction and oversight powered by Morningstar Investment Management, providing both discretionary and non-discretionary advice to a broad client base.

Sabrina Karns is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at The Advocate Group, LLC, FPS Financial, Inc., and 1st Global Advisors Inc. In addition to her advisory work, she is licensed for insurance sales related to investment products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive platform including managed-account programs, access to third-party managers, retirement consulting, and custody/clearing services.

Kendra Kotilinek is a financial advisor with Valic Financial Advisors holding a Series 66 designation and one year of industry experience. She has worked with Valic and AGIA since 2024 and has prior experience in education with several school districts. Outside of finance, she is involved with Up the Creek Bar & Grill. Valic Financial Advisors, Inc. serves primarily U.S. individuals including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes unified managed accounts with discretionary management and emphasizes technology and model solutions across its extensive client base.

Alison Lohmann is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018. Prior to that, she worked at Dreamscape Planning and CETERA Advisor Networks LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm emphasizes asset allocation and retirement planning using proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Andre Lanka is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a co-owner of Twin Pines Financial and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Thomas Wrich is a financial advisor at \u0026Partners with 39 years of industry experience. He has held positions at \u0026Partners, LLC since 2024 and previously worked at Wells Fargo Clearing from 2016 to 2024. He holds Series 63 and Series 65 designations. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of proprietary and third-party strategies delivered through both discretionary and non-discretionary platforms.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Schwab, she worked in the beauty industry and in financial services roles. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with investment decisions requiring client authorization.

Travis Sundvall is a financial advisor with First Command Advisory Services in Bloomington, MN, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he served for 12 years with the Farmington Police Department. Sundvall is also the owner of Sundvall Financial LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amy Zinniel is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Boyum Barenscheer for five years before joining Mariner Wealth Advisors in 2020. Outside of her advisory role, she owns and manages an investment-related rental property. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides unique administrative and financial wellness solutions.

Cameron Kerkes is a CFP® professional with three years of industry experience currently affiliated with Mariner. He has prior experience at Vanguard Group and its affiliates and serves as a paralegal specialist in the Virginia Air National Guard, providing legal services to military personnel. Mariner serves a diverse clientele including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting, offering customized portfolios supported by in-house research and third-party managers along with integrated tax and accounting services.

Rachel Reis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 license and five years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously at Charles Schwab & Co., Charles Schwab Bank, and Ameriprise Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and research tools to tailor recommendations to client goals and risk tolerance.

Sarah Berggren is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She previously worked at CTB Financial Services, Ltd. for sixteen years before joining Creative Planning. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a large advisory team managing approximately $217 billion in assets.

Mark Schlumpberger is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at Ameriprise, American Bank, Bank of Bozeman, and Aaron's, Inc. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Hannah Poss is a financial advisor at Mariner with a Series 65 credential. She has experience working at PricewaterhouseCoopers, LLP for seven years and joined Mariner in 2026. Prior to her professional career, she was affiliated with the University of Minnesota for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides a range of strategies across equities, fixed income, alternatives, and digital assets, while also delivering integrated tax and accounting services uncommon for firms of its size.

Jennifer Beyl Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of her advisory work, she serves as a board member for the Support Our Troops Haunted House Group, an annual fundraiser event. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-driven approach that combines asset-allocation modeling with both active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Brett Haukedahl is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 13 years of industry experience. He previously operated Haukedahl Financial Services, LLC and worked at Capital Management Securities, Inc. from 2013 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Natalie Ostrand is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation. She has varied experience including roles at MPPL Financial and North Shore Bank, with a total of zero years of industry experience prior to joining Sequoia in 2026. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management with various investment vehicles and draws on fundamental, technical, and cyclical analysis supplemented by third-party research.

Kevin Green is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Sequoia Financial Group in 2026, he worked at Principal Securities Inc. and Principal Life Insurance Co. from 2021 to 2025, and spent nearly three decades at Wells Fargo from 1992 to 2021. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and supported by regular research and due diligence.