Aaron Hurley is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Northwestern Mutual, Credent Wealth Management, Choreo LLC, and US Bank. Outside of financial advising, he teaches courses on Trust Administration and Investment Company Regulation for Drexel University’s online Masters in Financial Compliance program and serves as an Institutional Review Board member at the University of Minnesota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice follows Charles Schwab’s asset-allocation models and research tools, with tailored recommendations based on each client’s goals and risk tolerance.

Peter Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and having 24 years of industry experience. He has worked with Guardian Life and its affiliates since 2006 and is currently also affiliated with Park Avenue Securities. Outside of his advisory role, he serves as a trustee for a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Matthew Hadley is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Great Point Capital, LLC, West Coast Wealth Strategies, and eMoney Advisor, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Paulson is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Orgel Wealth Management, CRI Securities, and Securian Financial Services. Outside of advisory work, he is involved in insurance wholesaling and marketing through Advisors Resource and acts as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer platform, Starlight Portfolios, that uses risk questionnaires to tailor client portfolios.

Kerry Matthews is a financial advisor with Eagle Strategies (NY Life) in Lakeville, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Matthews is also the owner of North Range Financial LLC, a sole proprietorship through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Colton Higgins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes four years at NorthRock Partners and four years at Carlson Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and fixed income management and private market investments, managing approximately $295.6 billion in client assets.

Lauren Koschmeder is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining VOYA, she worked at Akamai Investment Advisors and The University Club - Madison. In addition to her advisory role, she is an independent insurance agent involved in fixed insurance product sales. VOYA Financial Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of advisers using both affiliated and third-party investment products.

Timothy Ronning is a CFP® and Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 10 years at BerganKDV Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process with a range of portfolio management and retirement plan fiduciary services supported by a large advisory team and centralized infrastructure.

Nicholas Johnson is a financial advisor with Carson Wealth in Bloomington, MN, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and SFM Insurance. Outside of his advisory work, he is involved in coaching and technical support at an indoor golf facility. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering tailored investment solutions.

Matthew Hand is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 10 years of industry experience. He has previously worked at GWM Advisors, LLC (GSH Asset Management), LPL Financial, and Investment Centers of America, Inc. Hand provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on centralized due diligence, ongoing manager monitoring, and the use of technology to support advisors and clients.

Annette Baltes is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Prudential Life Distributors. Outside of her advisory work, she serves as a paid cantor and soloist at St. Mary of the Lake Catholic Church. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to a donor-advised fund.

Brendle Corpman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of his advisory role, Corpman is involved in administrative consulting through Corpman Contracting LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized allocation guidance and operates with a large client base focused primarily on non-discretionary assets.

Upasana Khandelwal is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she creates and sells art pieces through a personal venture named Kraft Bazzar. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advisory programs.

Rebecca Oelrich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to joining Creative Planning, she spent nine years at KDV Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies for long-term goals with selective private market exposure and fiduciary management of retirement accounts.

Brett Rodenberg is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and has previously worked at North Shore Bank of Commerce, Paycom, Northwestern Mutual, and the University of Minnesota-Duluth. Outside of his advisory role, he operates an Etsy shop where he creates and posts crafts for sale. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Derek Hoyt is a CFA® charterholder with 12 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2023, following 16 years at KDV Wealth Management. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Brandon Bolduc is a financial advisor with TIAA-CREF in Bloomington, MN, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, Wealth Enhancement Group, and LPL Financial. Before his financial services career, he worked in hospitality and catering. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios and model-based strategies within a fiduciary framework.

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Genevieve Cornish is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior experience includes roles at LPL Financial LLC and Northwestern Mutual. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor model with an open-architecture approach, integrating multiple third-party platforms and managers to provide discretionary and non-discretionary portfolio management and a range of financial planning and investment solutions.

Kenneth Zarske is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Mercer and Pavillion Advisory Group. He is also associated with BerganKDV, Ltd. 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 and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and private market exposure.