Stephen Carlton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Independent Financial Group since 2013 and has operated Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. Carlton also owns Carlton Investment Services Group, LLC, which offers insurance sales including life, health, and long-term care. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a variety of investment advisory programs, financial planning, and retirement services, employing both in-house and third-party portfolio management and serving clients through multiple custodial platforms.

Luke Helmich is a financial advisor at Mariner with Series 65 and Series 63 licenses. He has recently entered the industry, with no prior advisory experience before joining Mariner. His background includes roles outside finance, such as working with CrossFit SISU and teaching in public schools. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and family office services.

Jacob Reinhardt is a CFP® with 10 years of experience in the financial services industry. He currently works at J.W. Cole Advisors, Inc. and has prior experience at Charles Schwab, TD Ameritrade, and Scottrade. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental and technical analysis alongside digital advice tools and provides both transaction-based and wrap-managed program options.

Jane Hyland is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as secretary on the condominium board of directors for the St. Albans Mill Condominium Association in Hopkins, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized services such as ERISA retirement plan advisory and a Private Wealth program for clients with over $20 million in net worth.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, LLC. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Erin Kerber is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. from 2014 to 2017. Outside of her advisory role, she serves as a fitness instructor for the City of Chaska and holds a political position as a 1st Alternate Commissioner. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, employing various analytic approaches and regular portfolio reviews.

Matthew Salafia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Thrivent Financial and its affiliated entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

James Audas is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services. His prior experience includes roles at Harbor Capital Advisors, Nuveen Asset Management, Macquarie Investment Management, Ivy Distributors, and Waddell & Reed. Outside of his advisory work, he is an owner of two self-serve car wash businesses, which are operated by his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jeremy Green is a CFP® professional with 13 years of industry experience, currently serving at AE Wealth Management, LLC. His career includes roles at Madison Avenue Securities and Advisors Excel, among others. Outside of his advisory practice, he owns Wealth Strategist Designs, providing insurance and tax services as well as expert witness support. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs delivered through a high client-to-advisor ratio and a platform-focused approach.

Heather Pape is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 66 credential and has prior experience at LPL Financial LLC and Charles Schwab & Co., Inc. Outside of her advisory role, she is a notary. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standard Schwab asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party money managers.

Steven Lindell is a financial advisor at Independent Financial Partners with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and Landmark Advisors. Lindell is involved with Landmark Advisors as an investor relations representative. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers a decentralized advisory model with specialized retirement-plan and pension consulting services.

David Koller is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2001 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Additionally, he serves on the board of directors for a newly formed condominium association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Samir Bushra is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Minneapolis, MN. His prior work experience includes roles at Wells Fargo and Felton & Peel Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and research tools, with annual financial reviews and investment recommendations.

Rawia Maamoun is a CFP® with four years of industry experience currently affiliated with Principal Financial Services. She has held positions at Morgan Stanley Smith Barney LLC and Bridgewater Bank, among others. Maamoun serves as a volunteer for Sukoon Healing of the Minds and holds board roles with the Twin Cities Estate Planning Council and the Tonka Talkers Toastmaster club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those managers.

Shea Murphy is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Costello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Brookstone since 2020 and also operates Milestone Retirement Planning Service, where he provides insurance sales and retirement planning. Costello is the founder and president of Milestone Insurance Marketing, LLC, which runs a social media annuity lead generation program for insurance agents and advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, providing investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Robert Christman is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has 16 years of industry experience, including roles at Ameriprise, RBC Capital Markets, U.S. Bancorp Investments, and TD AMERITRADE. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

Alec Showen is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has been associated with Kestra Advisory since 2022 and holds an operational leadership role at Nesbit Financial, where he manages day-to-day administrative functions. His background also includes prior roles at Ross Nesbit Agencies and the University of Minnesota – Twin Cities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and supports discretionary and non-discretionary services, serving a client base that includes large institutional investors and sovereign wealth funds.

Thomas Landreville is a financial advisor with Creative Planning, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Creative Planning in 2023, he worked at BerganKDV Wealth Management, Ameriprise Financial Services, Northwestern Mutual, and Walmart Distribution Center. He also spent four years at Minnesota State University, Mankato, and was involved with Number 4 American Bar and Grill during that time. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Jolene Rizk is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo and Ameriprise Financial. 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.