Thomas Hoffman is a financial advisor with Principal Financial Services in New Brighton, MN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Waddell & Reed, LPL Financial, and Green Guardian Wealth Management before joining Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he has a rental arrangement for a condominium bedroom in New Brighton. 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 offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeffrey Tiber is a financial advisor with Kestra Advisory Services who holds a Series 66 designation and has 27 years of industry experience. His prior career includes long tenures at New Century Financial Group, Commonwealth Financial, and Rmi. Outside of his advisory role, he serves as Vice President of New Century Group, LLC, a real estate management entity, and participates in real estate consulting and property management activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Adam Landvik is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Private Advisor Group since 2022 and concurrently associated with Investors Financial Group, LLC and LPL Financial, LLC since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various strategies tailored to client objectives and risk tolerances.

Daven Kirubakeren is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 31 years of industry experience. He is also the owner of Gistel Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kirubakeren has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. 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 over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Kyle Bartholomay is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at U.S. Bancorp Investments, Inc. and Blaze Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan solutions, and access to alternative investments and lending platforms, operating with a hybrid adviser/broker-dealer structure and a distinctive co-advisory and third-party management model.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Clayton Benway is a financial advisor with OSAIC Institutions, Inc. and holds Series 63, Series 65, and Series 66 licenses. He has seven years of industry experience, including roles at TD Ameritrade and Dowling and Yahnke. He is currently also affiliated with Alerus, a diversified financial institution. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, operating a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Cheryl Grochowski is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. She was previously with Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of her advisory role, she owns Treowth Wealth Advisors, where she prepares tax returns during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from large institutional investors to sovereign wealth funds.

Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Cory Stilp is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Brookstone since 2019, following roles at Regal Investment Advisors and Aflac. He is also a licensed insurance agent involved in the solicitation and sale of insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as both a discretionary portfolio manager and sub-advisor to other advisory programs.

Stephen Varley is an advisor with Kestra Advisory in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with Kestra Advisory and related entities since 1999 and is the owner of an insurance business specializing in non-variable products. Varley also serves on the board of the Hill Murray School Foundation, a private Catholic school foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and various managed solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party relationships.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

Teresa Brock is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior roles include positions at CUSO Financial Services, L.P., AXA Advisors, LLC, and Flexible Plan Investments. Outside of her advisory work, she serves as the Recording Secretary for the Rancho Buena Vista Chapter of the Daughters of the American Revolution. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs featuring both discretionary and non-discretionary management, supported by an extensive affiliate ecosystem and a combined advisory and broker-dealer platform.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

Tyler Stilp is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has held roles outside the investment industry, including as a premium seating host for the Minnesota Vikings and as an assistant varsity baseball and football coach for Chisago Lakes Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and the use of ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Nicholas Mueller is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds the Series 66 credential and has previously worked at Advisor Group and U.S. Bancorp Investments, Inc. Mueller is based in Lino Lakes, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Joep Hogervorst is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise Financial Services, LGM Wealth Management, LPL Financial, and Wells Fargo in various capacities. Outside of his advisory work, he serves as a ski instructor for children. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model combining third-party managers and proprietary Private Bank offerings, with advisory arrangements typically structured as wrap-fee programs.

James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Independent Financial Group since 2013 and also has longstanding ties to Heritage Financial Group Inc and Unum/Paul Revere Life Insurance Company. Ehrenkrook serves as an officer and director of Heritage Financial Group and is a board member of Birchwood Office Park of White Bear Lake Association, Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and employs multiple advisory programs, including AccessPoint, with custody and execution services provided by Pershing or Schwab.