Jeffrey Tiber is a financial advisor with Kestra Advisory Services who holds a Series 66 designation and has 27 years of industry experience. His prior career includes long tenures at New Century Financial Group, Commonwealth Financial, and Rmi. Outside of his advisory role, he serves as Vice President of New Century Group, LLC, a real estate management entity, and participates in real estate consulting and property management activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Kristy Schaffer is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Irwin Schaffer LLC and Prairieview Partners LLC for 18 years. 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 sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Jacob Strucel is a financial advisor at Savant Wealth Management in St. Paul, MN, with two years of industry experience and a Series 65 credential. His prior roles include positions at Vanguard, Edward Jones, and PrairieView Partners. Savant Wealth Management provides comprehensive wealth management and financial planning 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 and a range of affiliated implementation services.

Adam Landvik is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Private Advisor Group since 2022 and concurrently associated with Investors Financial Group, LLC and LPL Financial, LLC since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various strategies tailored to client objectives and risk tolerances.

Travis Sundvall is a financial advisor with First Command Advisory Services in Bloomington, MN, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he served for 12 years with the Farmington Police Department. Sundvall is also the owner of Sundvall Financial LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Mark Schlumpberger is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at Ameriprise, American Bank, Bank of Bozeman, and Aaron's, Inc. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Dobbins is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Thrivent Financial For Lutherans and associated investment management firms for over 20 years before joining Principal and related entities in 2023. Outside of his advisory role, he coaches third-grade boys' basketball and works in ski equipment sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Kurt Haugen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. He is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Catherine Jenson is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Outside of advisory work, she is an agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors serves a diverse client base, including individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes, and provides comprehensive portfolio management, financial planning, and retirement-plan services.

Jack Mcnamara is a CFP® with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Landmark Wealth Management Group and involvement in the insurance sector through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a strategy centered on allocating across third-party independent managers, utilizing both active and passive approaches, supported by a formal due-diligence process and proprietary investment vehicles.

Garrett Engman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with J.W. Cole Advisors and its affiliated entities since 2018, previously working at Equitable Advisors and AXA Advisors. Engman is also a partner in New Horizons BFS LLC, where he provides client advice and financial services. J.W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of discretionary and non-discretionary strategies.

Keith Willey is a financial advisor with J. W. Cole Advisors, Inc. in Lake Elmo, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2021 and previously held roles at Equitable Advisors, AXA Advisors, and other firms. Outside of his advisory work, he is a partner at New Horizons BFS LLC and also works as a server at McCoy's Copper Pint. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, third-party investment manager access, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Daven Kirubakeren is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 31 years of industry experience. He is also the owner of Gistel Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kirubakeren has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Joyce Murphy is a financial advisor at &Partners with 17 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. She also engages in fixed insurance sales as a part of her professional activities. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a range of analytical approaches and proprietary as well as third-party investment strategies.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc., Hemingway Wealth Management, and United Planners Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm uses portfolio construction and oversight from Morningstar Investment Management and operates primarily with non-discretionary assets at scale.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. 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 over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Joseph Young is a CFP® certificant and registered investment advisor with eight years of industry experience. He is currently with Savant Wealth Management and has previously worked at PrairieView Partners, Creative Planning, Wipfli Financial Advisors, Ameriprise Financial Services, and CliftonLarsonAllen Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust management.

Kyle Bartholomay is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at U.S. Bancorp Investments, Inc. and Blaze Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan solutions, and access to alternative investments and lending platforms, operating with a hybrid adviser/broker-dealer structure and a distinctive co-advisory and third-party management model.

Ryan Lundervold is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with his own firm, Lundervold Financial, LLC, since 2006. He is the author of a book distributed to advisors and facilitates access to an estate planning document service platform for clients. AE Wealth Management provides 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 discretionary model portfolios and standardized platform services, managing assets on a large scale with over 400 advisors and 127,000 clients.