Philip Burfeind is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at Great Waters Wealth Management, Advisornet Wealth Management, and DST Systems. Outside of his advisory work, he is a general partner in Teranord Capital LLC, a real estate company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and additional financial wellness offerings.

Joseph Masciopinto is a financial advisor with Creative Planning holding a Series 66 designation and 12 years of industry experience. His career includes roles at BrganKDV Wealth Management, Lockton, Kestra Financial, Gallagher Benefit Services, Global Retirement Partners, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he serves as an assistant coach for the U10 age group at Team Gilboa Ski Club of Minnesota, focusing on alpine ski racing for children aged 8 and 9. 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, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Kameryn Siemers is a CFP® with four years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2023. Prior to this role, Siemers worked at Midwest Money Management and SPC. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and provides access to multiple platforms and third-party advisers.

Timothy Anderson is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various First Command entities since 2018. Anderson also serves in the Minnesota Army National Guard, where he has been active for over 20 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Thomas Devore is a Series 66-licensed financial advisor with Valic Financial Advisors in Edina, MN. He has one year of industry experience and previously worked in education and retail, including a five-year role in the English Program in Korea and a position at Whole Foods Market. He has also served with AmeriCorps through Notre Dame Mission Volunteers and La Puente, Inc. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing technology and unified managed accounts to support its client base.

Joseph Frissora is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior roles include positions at Commonwealth Financial Network, Greenwald Wealth Management, and Schwarz Dygos Wheeler Investment Advisors. He is involved with Manual.Care, LLC, providing financial education through guest speaking and panelist engagements. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s approach combines discretionary, customized portfolios with both in-house research and third-party manager allocations, supported by extensive tax, accounting, and financial wellness services.

Brandon Fancher is a CFA® charterholder and holds a Series 63 license, currently working with Schwab Wealth Advisory, Inc. in Edina, MN. He has three years of industry experience, including roles at Charles Schwab & Co., Inc. and prior work in delivery services and the restaurant industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with tailored recommendations and periodic portfolio reviews.

Elise Hartwig is a CFP® professional with seven years of industry experience. She has worked at Commonwealth Financial Network and Integrated Equity Management since 2025, and previously spent six years at Morgan Stanley in various roles. Outside of advising, she has experience in fixed insurance sales conducted at her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, and custody services, providing a comprehensive platform for portfolio implementation and client service.

Thomas Nowariak is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. in Bloomington, MN, and previously worked for nine years at Carlson Capital Management LLC. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers wealth planning, investment management, and retirement-plan advisory services through a combination of model and custom portfolios, utilizing a range of investment vehicles and oversight by an Investment Policy Committee.

Jordan Mills is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Mills holds Series 63 and Series 65 licenses and has a minority ownership interest in Wipfli Financial Advisors. 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 that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, supported by affiliated legal and accounting resources.

Taylor Thompson is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Merrill Lynch Wealth Management, and United Parcel Service. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Ryan Cusin is a financial advisor at Mariner Wealth Advisors in Bloomington, MN, holding a Series 65 credential with three years of industry experience. Prior to joining Mariner, he worked at CX Institutional, LLC and Gypsum Consulting, among other firms. In addition to his advisory role, he serves as an assistant hockey coach for the Rogers Youth Hockey Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines customized portfolio management with integrated tax and accounting services, supported by an internal investment committee and access to third-party managers.

Corey Schmiedeberg is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and 18 years of industry experience. He has previously worked at Parkland Securities, LLC and Sigma Planning Corporation. Outside of his advisory role, he is involved in agricultural leasing as a landowner. 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 representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Michael Stern is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at LPL Financial and Askar Advisors Group. Stern is a partner and vice president of MMB & Associates, LLC, a business formed for personal liability purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and related services. The firm offers both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model and multiple investment strategies.

Rolf White is a financial advisor at SPC with 23 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he coaches soccer for the Lakeville Soccer Club and serves as a board member for Prince of Peace Church in Burnsville, MN. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing discretionary and nondiscretionary strategies tailored to client needs.

Lynn Pederson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Fidelity Investments, Riversource Distributors, Ameriprise Financial Services, LPL Financial, and Trustone Financial Credit Union. Outside of her advisory work, she is involved in bookkeeping and maintenance for Pederson Farms in Roseau, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance for a broad client base.

Eric Gross is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he coaches a youth soccer team and has worked part-time as a Lyft driver and bartender. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Brian Jakubiak is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with VOYA since 2014 and concurrently serves in the Minnesota National Guard since 1990. Outside of his advisory role, he is a co-owner of a financial services firm and an independent agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm offering a range of financial planning and portfolio management services to individuals, institutional clients, and retirement plans. The firm integrates in-house and third-party strategies with technology tools to support both discretionary and non-discretionary account management.