Dillon Essma is a financial advisor at Savant Wealth Management in St. Paul, MN, with six years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Savant Wealth Management in 2025, he worked at PrairieView Partners, LLC, U.S. Bank, Wells Fargo, and Green Street. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Robert Aylin III is a financial advisor at Savant Wealth Management in St. Paul, MN, with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Savant Wealth Management in 2025, he worked at Prairieview Partners LLC and Irwin Schaffer LLC for 17 years each. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related implementation services through affiliated accounting, legal, and trust entities.

Michael Darrington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as Union Financial. Outside of finance, he created a proprietary dice and card game called "You Or I," designed for social play with family and friends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Larson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, The Oak Ridge Financial Services Group, Inc., and U.S. Bancorp Investments, Inc. He is based in St. Paul, MN. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice and education programs. The firm’s investment approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Donald Bellefy is an advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Global Atlantic Financial Company and Sammons Financial Network. OSAIC Institutions, Inc. serves 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 a hybrid advisor/broker-dealer model with a focus on both discretionary and non-discretionary account management.

Chad Broberg is a CFP® and ChFC® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, where he also works as an insurance agent. His prior experience includes roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial and its affiliated entities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles as an operating general partner.

Thomas Gillen is a CFP® professional currently with Beacon Pointe Advisors, LLC. He has been in the financial industry since 2023, with prior experience at Landmark Wealth Management Group and a background at Menards, Inc. outside of finance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a broad client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jaret Hartley is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with one year of industry experience. His work history includes roles at Prairieview Partners, LLC and Boulay, as well as multiple engagements at the University of Wisconsin–Madison. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Justin Mishacoff is a financial advisor at &Partners with 27 years of industry experience. His career includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. He is a co-owner of Lumitas Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. &Partners serves a broad client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Jacob Larsen is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for 12 years and has been involved with Blaze Credit Union in St. Paul, MN, for over a decade, where he also provides administrative and advisor support services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

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.

Tyler Roper is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cetera, and AdvisorNet Financial among other firms. Outside of his advisory role, he has been involved in marketing and agricultural products and has experience assisting in trading and operations support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms to support client goals.

Ellan Howley is a CFP® professional with eight years of industry experience, currently serving at Savant Wealth Management since 2025. Prior to joining Savant, she worked for PrairieView Partners, LLC from 2016 to 2025. Outside of her financial advising career, she is a freelance French horn player, a pursuit she has maintained since 2007. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Rick Peterson is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His work history includes roles at Principal Securities and Principal Life Insurance Company since 2014, as well as at Atlas Wealth & Retirement and CSP & Associates beginning in 2024. In addition to advisory services, he is involved in outside insurance activities covering long-term care, disability, fixed life insurance and annuities, health, medical, and supplemental insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lars Engman is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at J.W. Cole Financial, Inc. and One Source Virtual prior to joining J. W. Cole Advisors. He is also a partner at New Horizons BFS LLC, where he provides investment advice and financial planning services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies and digital advice tools to implement client solutions.

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Michael Velin is a CFP® professional with 16 years of experience, currently serving at Kestra Advisory. He has been with Kestra since 2010, holding roles in both Kestra Advisory Services and Kestra Investment Services. Outside of his advisory work, he is the head coach for the boys varsity soccer team at Mounds Park Academy in St. Paul, MN. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers multiple management platforms and pooled plan solutions.

James Kalina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a board member for the Economic Development Authority in Centerville, MN, and performs part-time as a member of a musical group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 licenses and having 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Capital Insight Partners LLC. He serves on the boards of several 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, LLC, serves a diverse client base with advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers to tailor investment strategies based on clients’ risk profiles and available options for tax management and responsible investing.