Ryan Quade is a financial advisor at Van Clemens Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles in various firms spanning financial services, real estate, insurance, and mortgage industries. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

Aidan Chacon is a CFP® with two years of industry experience, currently advising clients at Boulay Wealth. Prior to joining Boulay, he worked at Orgel Wealth Management and has experience in educational roles at the University of Wisconsin, Eau Claire, and local schools. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by an integrated service structure including affiliated accounting and insurance firms.

Lisa Greely is a financial advisor at Berger Financial Group with 27 years of industry experience. She holds a Series 63 designation and has worked at Berger Financial Group since 2021. Prior to this, she was with Purshe Kaplan Sterling Investments and Independent Financial Group. Outside of her advisory role, she owns and operates A&G Tax Services, LLC, a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Brenda Aslyn is a financial advisor at Osaic Institutions, Inc. with 25 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has worked at Wells Fargo Bank, Wells Fargo Clearing, Realty Group, and Securities America prior to joining Osaic Institutions. 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 and lending solutions, operating under a hybrid adviser/broker-dealer model.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jeffrey Bruce is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, following a brief tenure at Ameriprise in 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that provide managed portfolios, non-discretionary advice, and investment education. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and focuses on asset allocation, contribution rates, and retirement timing guidance.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Creative Planning since 2019, following eight years at The Johnston Group, LLC. 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, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. 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 and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.

Kingsley Calvo Jordan is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at RW Baird and Thrivent Financial. Outside of finance, he was involved with Margron Skoglund Wine for five years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Adam Netland is a financial advisor at Creative Planning with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Wipfli Financial Advisors and Keystone Wealth Advisors. Creative Planning provides 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 centered on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and a range of specialized advisory services.

Sandra Harder is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and previously worked at The Johnston Group for seven years before joining Creative Planning in 2019. 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 assets and employs a financial planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Leonard Larson is a Series 65-licensed financial advisor with one year of industry experience. He is currently affiliated with Commonwealth Financial Network and Integrated Equity Management. His prior work includes roles at Dallas Baptist University, DoorDash, LifeTime Fitness, Level Up Soccer Coaching, and St. Paul Academy & Summit School. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Lihua He is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she owns a mortgage business under Tri-Eagle Inc. and is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party managers.

Noah Tesch is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2016 to 2026. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Evan Laleman is a CFP® professional with one year of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. in Bloomington, MN. Prior to joining Sequoia, he held roles at Carlson Capital Management, Avantax, and Summit Wealth Advocates, and has experience working at the University of St. Thomas and Canterbury Park. Sequoia Financial Advisors, LLC 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 employs a mix of model and custom portfolio management strategies, utilizing a variety of investment vehicles and conducting research through fundamental, technical, and cyclical analysis supplemented by third-party due diligence.

Kyle Schrieffer is a CFP®, CFA®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following prior roles at Ameriprise Financial Services and Raymond James Financial Services. 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 assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Michael Armstrong is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas in various capacities since 2006 and previously served at Independent School District 191. Outside of financial services, Armstrong is a vocalist who performs at funerals. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio construction methods and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and operates within a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.