Brett Kahnert is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Mass Mutual Investors Services. He also served on the Pilgrim Lutheran Church Finance Committee from 2015 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice, investment education, and personalized portfolio guidance through proprietary software and third-party model asset allocations.

Eric Riedesel is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and The Vanguard Group. Outside of his advisory work, he serves as a wedding officiant in Hugo, Minnesota. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and retirement consulting services.

David Ehrenkrook is a Certified Financial Planner® with 18 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2013. He has also been associated with Heritage Financial Group Inc since 2005. Outside of his advisory work, Ehrenkrook is a freelance drummer and serves as a public speaker at local real estate meetings and events. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm employs a combination of strategic asset allocation and manager selection across passive and active strategies to develop tailored client investment proposals.

Staci Murphy is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at LPL Financial, Financial Dimensions Group, Royal Alliance Associates, and Avantax Advisory Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Jeffrey Riegle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Green Guardian Wealth Management, Principal Securities Inc, LPL Financial, and Waddell & Reed Inc. Outside of his advisory role, Riegle volunteers supporting the employer outreach program for the Guard and Reserve and serves on the marketing committee for The Foundation of St. Andrew’s. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dillon Essma is a financial advisor at Savant Wealth Management in St. Paul, MN, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at PrairieView Partners, LLC, U.S. Bank, Wells Fargo, and Green Street. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and corporations, providing comprehensive wealth management, financial planning, and related services. The firm employs a blended investment approach that combines evidence-based asset allocation with actively managed strategies overseen by an investment committee.

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.

Juei Hua Chang is a CFP® professional with over six years of experience at Transamerica Financial Advisors and seven years with WFGIA. Prior to her advisory career, she spent seven years as a homemaker. She is based in Roseville, MN and holds Series 63 and Series 66 licenses. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach delivered through multiple advisory platforms and a large network of advisors.

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.

Yusuf Gbadamosi is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his career in 2026. He has prior experience at WFGIA and C.H. Robinson, where he worked as a software engineer in logistics. Gbadamosi is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party models, operating as both a registered investment adviser and broker-dealer.

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.

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.