Thomas Pell is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets, Morgan Stanley & Co. LLC, and several advisory firms prior to joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Peter Robinson is a Series 66-licensed financial advisor with over 21 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2018 and also serves as President of Retirement Plan Solutions at Nesbit Agencies Insurance Services. Prior to joining Kestra, Robinson held roles at Principal Life Insurance Company and several other financial firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment arrangements.

Paul Lagrange is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and TIAA-CREF. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jason Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 63 designation and 33 years of industry experience. He has been a member and co-owner of The Rein Group since 2006 and is involved in offering Medicare and health insurance classes through Beyond Medicare. Additionally, he is a managing partner of EducateU LLC, which provides investment-related services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures designed to support affiliated advisors in delivering investment and wealth management services.

Troy Gourde is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 15 years of industry experience. He previously worked at Investors Financial Group, LLC and has been associated with LPL Financial for over a decade. In addition to his advisory work, he has served as a seminar instructor at Normandale Community College and Hennepin Technical College. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model leveraging technology platforms and offers access to proprietary and third-party managed account solutions.

Shane Wolden is a CFP® with seven years of industry experience, currently with Guardian Life. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant junior varsity hockey coach for Osseo Area Schools. He is affiliated with Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Joseph Carwardine is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he is involved in business operations through a co-ownership in Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel internationally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Mark Sanda is a CFP® with 22 years of industry experience, currently affiliated with Principal Financial Services. His work history includes roles at Piprude Financial, Roy Jenks and Associates, and Principal Life Insurance Company. He is a partner in Power Corner LLC, an entity formed to provide operational support and business partnering among Principal advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Joseph Swanson is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 22 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s and currently leads the J.J. Swanson Advisory Group, Inc. Outside of his advisory work, Swanson is involved in various business ventures including ownership of real estate and vacation rental properties. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investment decisions on a discretionary basis through these managers.

Lawrence Whipple III is a financial advisor with Corient, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Bank of America. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring with advanced risk management tools.

Justin Kuitu is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 25 years of industry experience. His prior work includes positions at Cannaday Wealth Management, CETERA Advisor Networks LLC, and his own firms, Justin Kuitu Financial Services and Kuitu Financial Services, Inc. Outside of his advisory work, he serves as a sponsorship coordinator for the Westonka Youth Baseball Association. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christopher Rouse is a financial advisor with Kestra Advisory in Excelsior, MN, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Kestra Advisory since 2016 and has over 20 years affiliated with Kestra Investment Services, LLC and The KNW Group. Outside of his advisory role, Rouse is CEO of Rouse Executive Solutions and president of Rouse & Company, through which he engages in consulting, insurance, and executive benefits services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving notable clients such as sovereign wealth funds.

Brent Meyer is a CFP® professional at Cresset Asset Management, LLC with eight years of industry experience. He previously worked at Meristem Family Wealth LLC from 2013 to 2022 before joining Cresset. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Jason Priebe is a CFP® with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at LPL Financial and has operated several wealth management and advisory firms, including Priebe Wealth, LLC and Magnetic North Advisors. Outside of investment advisory, he manages a tax and accounting firm and an insurance practice. 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 manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.

Jared Johnson is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Echo Wealth Management, LLC, and Trust Point Inc. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm uses tailored asset allocation and a combination of proprietary quantitative screens and third-party managers to build client programs, and it offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets Corporation and Lockton Investment Advisors. David’s career background includes roles at multiple Lockton entities and BerganKDV Wealth 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 that emphasizes low-cost indexing and buy-and-hold strategies combined with tax-loss harvesting, selective private market exposure, and sub-advisory arrangements.

Jeremy Grund is a financial advisor with Principal Financial Services in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has experience working at Principal Financial Services and Principal Life Insurance Company since 2025. His prior work history includes roles at HealthPartners and service in the Minnesota National Guard. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the U.S. 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.

Richard Kroll is a CFP® professional with 32 years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Kroll Wealth Management, Silveus Financial Products, Roy Jenks And Associates Inc, PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. He is establishing a referral arrangement involving life insurance and variable life insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Kathryn Cullen Huebschen is a CFP® professional at Beacon Pointe Advisors, LLC with 14 years of industry experience. She previously worked at BlackRock Investments LLC and Charles Schwab, among other firms. Outside of her advisory role, she volunteers with the CFP Board Center for Financial Planning’s Workforce Development Advisory Group and serves on the board of directors for Brighter Children, a nonprofit focused on investing in educational initiatives for marginalized communities. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension plans, and institutional clients. The firm uses a mix of active and passive strategies across public and private assets and conducts ongoing due diligence on third-party independent managers through its internally maintained “Focus List.”