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.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with United Planners since 1997 and also owns Pinnacle Planning Group and FFPS, LTD, both non-variable insurance businesses. Outside of advisory work, he is involved in residential rental property management through Finnestad Residential Rentals. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and third-party money managers, and its ownership structure is majority-held by financial professionals.

Eric Riedesel is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and The Vanguard Group. Outside of his advisory work, he serves as a wedding officiant in Hugo, Minnesota. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and retirement consulting services.

David Ehrenkrook is a CFP® with 18 years of industry experience, currently serving at Independent Financial Group, LLC since 2013. He also has a long tenure with Heritage Financial Group Inc dating back to 2005. Outside of his advisory roles, he is a freelance drummer and organizes a monthly business networking event called Hops and Handshakes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios delivered through discretionary and non-discretionary strategies tailored to clients’ risk profiles.

Staci Murphy is a financial advisor with Commonwealth Financial Network in New Brighton, MN. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at LPL Financial, Financial Dimensions Group, Inc., and Royal Alliance Associates, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Richard Martin is a CFP® professional with seven years of industry experience, currently affiliated with SPC. He has previously worked at Parkland Securities, American Funds, Capital Group Companies, Edward Jones, and other firms. Martin also provides notary services on an as-needed basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized, discretionary investment advice through various account programs.

Juei Hua Chang is a CFP® professional with over six years of experience at Transamerica Financial Advisors and seven years with WFGIA. Prior to her advisory career, she spent seven years as a homemaker. She is based in Roseville, MN and holds Series 63 and Series 66 licenses. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach delivered through multiple advisory platforms and a large network of advisors.

Anissa Lindahl is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. The Huntington Investment Company serves individual clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.

Yusuf Gbadamosi is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his career in 2026. He has prior experience at WFGIA and C.H. Robinson, where he worked as a software engineer in logistics. Gbadamosi is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party models, operating as both a registered investment adviser and broker-dealer.

Richard Ramsay is a financial advisor at J.W. Cole Advisors, Inc. with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining J.W. Cole Advisors in 2017, he spent over four decades with Sii Investments, Inc./Ramsay Financial Advisers, LLC. Outside of his advisory role, Ramsay serves as treasurer and board member of a Christian Science church and participates on the Rotary District Grant Committee. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing discretionary and non-discretionary strategies supported by fundamental and technical analysis as well as digital advice platforms.

Justin Herzog is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at &PARTNERS since 2023, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking, utilizing both proprietary and third-party investment strategies.

James Ganger is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc., Securities America Advisors, and Securities America Inc. over the past decade and a half. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary account management.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he performs part-time in a musical group and serves as a board member for the Economic Development Authority in Centerville, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios, research, and technology solutions.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Rebholz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. He serves on the boards of multiple healthcare and nonprofit organizations, including the Courage Kenny Foundation and the MN Brain Injury Alliance, and is involved in organizing charitable golf events. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering tailored investment advisory programs that combine in-house and third-party management with customizable portfolio strategies.

Kimberly Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. She also maintains an ongoing association with Bradley Vick. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Leif Erickson is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Thrivent and its affiliates since 2015. Erickson serves on the Board of Directors for the Forest Lake Area Chamber of Commerce and is a City Councilmember for Forest Lake, MN, where he also presides over the Economic Development Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses on topics such as retirement, estate, and tax planning, without discretionary portfolio management.

Christopher Connelly is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Charles Schwab and Ameriprise Financial Services. Outside of his advisory work, he is an independent contractor and partner in UPSTREAM Stillwater LLC. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans, charitable organizations, and municipal entities. The firm provides tailored, typically non-discretionary advisory solutions and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.