Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2013 and with Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary technology and third-party models from Morningstar Investment Management to provide both managed portfolios and non-discretionary recommendations to a large client base.

Jeannine Lillard is a financial advisor at The Huntington Investment Company with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, Morgan Stanley, and Abott Downing. Outside of financial advising, she owns a small business assisting individuals with organizing their homes. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and corporations, offering multiple wrap-fee programs through the Envestnet platform. The firm uses an open-architecture model combining third-party and proprietary portfolio management strategies.

Haley Hoskin is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2025, Haley was affiliated with Magnetic North Advisors and Priebe Wealth starting in 2023, and previously worked at LPL Financial LLC and Berger Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services that include vendor searches, plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Ryan Scott is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Principal Life Insurance Company since 2009. Scott is also the owner of Scott Wealth Planning LLC and a partner in an LLC formed to manage joint business interests. 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 military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Scott Kottke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. Outside of his advisory work, he volunteers as the head coach for a local youth hockey team in Rogers, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management tools for portfolio construction and oversight, operating at scale with a large client base and a focus on non-discretionary assets.

Shawn Leigh Lemp is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently affiliated with Park Avenue Securities. In addition to his advisory work, he is contracted to sell insurance policies through an insurance services arrangement. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Steven Blandino is a CFP® professional affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been a partner at The Rein Group, LLC, an entity focused on securities and insurance business, since 2006. Additionally, he is involved with EducateU LLC, which provides investment-related services, and offers Medicare and health insurance classes and consultations through Beyond Medicare. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios.

Islam Elkaffas is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Ameriprise, Cetera Investment Services, BMO Harris Financial Advisors, and Allianz Life Financial Services. Outside of his advisory work, Elkaffas is involved in sports officiating and owns a fantasy football service that provides rankings and trade calculators. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs that combine third-party sub-managers, proprietary Private Bank models, and Envestnet overlay services.

Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.

Keith Stommes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015, and has been associated with Wells Fargo since 2012. Outside of his advisory role, Stommes co-manages a rental property in Annandale, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses model asset allocations and portfolio oversight from Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance through both managed and non-discretionary advisory services.

Camille Vukodinovich is a CFP® professional with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2022 and previously held roles at Meristem Family Wealth LLC, CliftonLarsonAllen Wealth Advisors, LLC, Wipfli Financial Advisors, LLC, Hewins Financial Advisors, LLC, and the University of Wisconsin-Madison. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, while using tools such as artificial intelligence and machine learning for research and analysis.

Shane Harjes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cresset since 2019. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, the University of Colorado Boulder, and Filter Haus LLC. Harjes serves as treasurer for The Table Minneapolis, a charitable organization. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach that blends active and passive strategies, supported by a structured due diligence program and private fund management activities.

Daniel Ries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Transamerica Investor Securities Corporation and Transamerica Retirement Solutions since 2018 and previously at COUNTRY Capital Management Company from 2016 to 2018. Outside of his advisory role, he occasionally provides babysitting support for a family member receiving government-assisted daycare. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management and serves a broad client base with a focus on asset allocation and retirement planning guidance.

Sirisha Davuluri is a financial advisor at Principal Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.

Timothy Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding 56 years of industry experience. He has worked with Guardian Life Insurance Co. of America since 2014 and Primerica Advisors since 2006. Outside of his advisory work, Foster is involved in the restaurant industry through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates annually in fundraising for Ducks Unlimited. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs and a focus on integrated, scalable solutions.

Renay Henderson is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2022. Prior to joining Cresset, she spent over two decades at Meristem Family Wealth. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and private fund management.

Toby Sarahan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Plymouth, MN. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm combines discretionary and non-discretionary strategies across mutual funds, ETFs, and separately managed accounts, supported by an internal trading desk and an Investment Strategy Committee.

Scott Hanson is a financial advisor with Principal Financial Services in Maple Grove, MN, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Principal Securities Inc since 1992 and has a career background that includes Principal Life Insurance Company dating back to 1988. 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 services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bruce Wain is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He previously worked for UBS Financial Services for 12 years before joining Rockefeller Financial in 2026. Outside of advising, he is a freelance photographer focusing on sporting events and landscapes, with his images used in client websites and marketing materials. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating as both an advisory and a registered broker-dealer with a consolidated investment platform.