Kyle Bartholomay is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at U.S. Bancorp Investments, Inc., Blaze Credit Union, and Concordia College. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

William Voyles is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Magellan Financial and Allianz Life Company of North America. Voyles is also the founder and president of Fundamental Wealth Designs LLC, where he is involved in life insurance and annuities sales. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, offering tailored advice through discretionary and non-discretionary authority supported by model portfolios and third-party sub-advisers.

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.

Connor Schaefbauer is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience with Legacy Wealth Group, 3M, Wells Fargo, and Gemini Medical. 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 managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Scott Hoyles is a Series 65-certified advisor at Cetera Planning Partners with 12 years of industry experience. He is also a tax principal at Olsen Thielen & Co. Ltd, a public accounting firm where he manages personnel taxes, oversees return compliance reviews, and leads a small business accounting niche focused on cloud-based back office accounting and payroll. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides integrated services including tax planning, bookkeeping, payroll support, and estate-planning solutions through affiliated providers.

Clayton Benway is a financial advisor with OSAIC Institutions, INC. He holds Series 63, Series 65, and Series 66 credentials and has seven years of industry experience. His prior work includes roles at Alerus, TD Ameritrade, and Lucia Capital Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Transamerica, he worked at Ameriprise and was involved with Spin the Planet Enterprises and Froggy Hops. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. Their approach integrates proprietary portfolio models from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

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 Series 65-licensed financial advisor at Creative Planning with three years of industry experience. His prior work includes roles at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning offers wealth management, financial planning, 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-efficient management.

Cory Stilp is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Regal Investment Advisors, Aflac, and Edward Jones. Cory is also a licensed insurance agent and actively sells insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes various asset allocation models, diverse investment vehicles, and serves both direct clients and other advisory programs through its turnkey platform.

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.

Andrea Addo is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 65 credential and has worked concurrently at HK Financial Services, Inc. and Olsen Thielen & Co., Ltd., where she is a Principal and accountant at a regional CPA firm. Andrea serves as a Finance Committee Member for the nonprofit organization True Friends. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services into its offerings and operates within a larger Cetera network, leveraging affiliated custodial and broker-dealer resources.

Mitchell Johnson is a financial advisor at First Citizens Investor Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining First Citizens, he worked for over a decade at the Office of the Comptroller of the Currency. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client process focused on financial needs and risk tolerance assessments combined with fundamental, quantitative, and technical analysis. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, managing over $2.6 billion in client assets as of December 2025.

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.

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 a Series 66 designation and has previously worked with U.S. Bancorp Investments, Inc., Advisor Group, and OSAIC. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has held roles at Heritage Financial Group Inc., Unum/Paul Revere Life Insurance Company, and ING. Ehrenkrook is a board member of the Birchwood Office Park of White Bear Lake Association, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investment strategies.

Ryan Dillon is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Secured Retirement Advisors and Allianz Life Financial Services and spent 17 years with Pro Links Sports. Dillon is also involved with Fundamental Wealth Designs, LLC, an insurance sales business focused on life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a large network of affiliated advisers.

Matthew Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs, leveraging Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.