Shady Mansour is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and US Bank. Mansour is based in Edina, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

Benjamin Goshgarian is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Voya, he worked at WCC and RCC, and spent twelve years affiliated with the University of Minnesota. He also holds a position as an independent insurance agent, selling fixed and life insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Hannah Tesch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab and Ameriprise Financial, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm emphasizes at-least-annual reviews and tailored recommendations, while trades are executed only with client authorization.

Matthew Morrison is a CFP® with one year of industry experience, currently affiliated with Commonwealth Financial Network in Bloomington, MN. His prior experience includes five years at Mindful Asset Planning and roles at Integrated Equity Management, Cambridge Investment Research, Walser Automotive Group, RE/MAX Results, and REVL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $200 billion in client assets and offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stacy Johnson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Her prior experience includes roles at RBC Global Asset Management and RBC Capital Markets. She is a partial owner of SJS Advisory Services, LLC, a tax services firm founded by her husband, though she does not participate in its operations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Juliette Marth is a financial advisor with Voya Financial Advisors, Inc. based in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios and technology-enabled tools to support both discretionary and non-discretionary client relationships.

John Dewey Jr. is a CFP®, ChFC®, and Series 63-licensed financial advisor with 48 years of industry experience. He currently works at Independent Financial Group, LLC, having joined in 2021, following eleven years at Sagepoint Financial, Inc., and eighteen years with AIG American General Life Insurance Company. Outside of his advisory role, Dewey volunteers with Tentmakers, where he helps individuals align their financial decisions with their values, and he serves as a football coach for a local school district. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investment exposures across various risk profiles.

Caden Boyer is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Sequoia, he worked at Saint Mary's University of Minnesota, Pritchard Companies, and HyVee. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Katri Balfanz is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 25 years of industry experience. She has worked with Commonwealth since 2008 and operates KB Financial, Inc., where she serves as president. Outside of her advisory role, she owns Kaytree, Inc., a company providing online companion care services, and is involved in divorce financial planning through Minnesota Divorce Financials. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody/clearing services.

James Leach is a ChFC® with 27 years of experience in the financial services industry, currently serving at First Command Advisory Services and affiliated entities since 1999. He is based in Bloomington, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory work, Leach is a board member of BCP Results LLC, where he provides advice on company operations and direction. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using approved third-party managers and model portfolios.

Bradley Reiling is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BerganKDV Wealth Management and has experience in roles at Minnesota State-Mankato and Canterbury Park. Outside of finance, he operates Swag Guys, a merchandise business selling products at concerts. Creative Planning provides 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, buy-and-hold strategies, and selective private market exposure.

Joshua Lester is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Carlson Capital Management for three years and has experience connected to Montana State University. 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, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Mark Haukedahl is a financial advisor with Commonwealth Financial Network in Bloomington, MN. He holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. Prior to joining Commonwealth in 2017, he worked at Capital Management Securities Inc. for 10 years and operated Haukedahl Financial Services for 30 years. Outside of advising, he is involved in oil well operations and leasing mineral rights. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed account programs, third-party asset manager access, and back-office support, offering various investment options including mutual funds, ETFs, and personalized indexing.

Adam Heathcote is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, he officiates high school and college football and basketball games as an independent contractor. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and incorporates a range of strategies including tax-loss harvesting and selective private market exposure.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Amir Abdelwahed is a CFP® with 31 years of industry experience and is currently affiliated with &PARTNERS. He previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Neil Frederickson is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved in professional hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and research tools while requiring client approval for all trades.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

James Quinn is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management, having previously been employed by EPIQ Partners LLC, US Bank Private Wealth, Rock & Co LLC, Bank of America, and The Ayco Company, L.P./Mercer Allied. 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 offers a range of portfolio management and financial planning services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and the Rockefeller Global Investment Management platform.