Jennifer Beyl Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of her advisory work, she serves as a board member for the Support Our Troops Haunted House Group, an annual fundraiser event. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-driven approach that combines asset-allocation modeling with both active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Callie Geist is a CFP® professional with 12 years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and previously spent nine years at Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nicholas Krakosky is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management LLC and Edward Jones. Sequoia Financial Advisors, LLC 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and research from multiple external providers.

Chad Foslien is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary portfolio construction and guidance tools developed in partnership with Morningstar Investment Management and focuses on non-discretionary asset management at scale.

Connor Misch is a CFP® and ChFC® with one year of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management, LLC and Federated Insurance Company. Outside of his advisory role, he is also a licensed realtor working with clients to buy and sell houses through Coldwell Banker. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

Steffy Kaiser is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 13 years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Joshua Mortenson is a financial advisor with Principal Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2003. Outside of his advisory work, Mortenson is a part owner of farmland through a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both advisory and promoter arrangements.

Brian Grabinski is a financial advisor with Primerica Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. of America since 2018, and previously at Securian Financial Services, Inc. and Minnesota Life Insurance Co. from 2015 to 2018. He also attended William Mitchell College of Law from 2014 to 2017. Park Avenue Securities LLC serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

Kevin Koski is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 63 designation and has 12 years of industry experience. Prior to joining Sequoia Financial Group in 2025, he spent 16 years with Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, 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.

Christopher Fencl is a CFP® and Series 65 credentialed advisor with six years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management LLC, TruNorth Wealth Partners, Robert Half Management, and Protiviti. 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, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Laura Pope is a CFP® with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio programs and investment education services supported by Morningstar Investment Management’s proprietary software and research. The firm operates at scale with a focus on non-discretionary asset management rather than standalone financial planning.

David Webb is a CFP® and CFA® with six years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Carlson Capital Management, JNBA Financial Advisors Inc., The Johnston Group, LLC, and Abbot Downing. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. 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.

Steven Tecker is a Certified Financial Planner® (CFP®) with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Carlson Capital Management and Fidelity Investments. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model portfolios and custom solutions overseen by an Investment Policy Committee and incorporates various investment vehicles including mutual funds, ETFs, private funds, and third-party managers.

Jeffrey Carlson is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Sequoia in 2025, he has been involved with Carlson Capital Management since 1989. Outside of his advisory role, he owns ViaForte, Inc., a company providing insurance solutions to individuals and businesses. Sequoia Financial Advisors offers wealth planning, investment management, and business consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Camila Peterson is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. She holds a Series 63 designation and previously worked at Carlson Capital Management, LLC, Valmark Securities, Inc., and KDV Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, 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.

Aaron Klein is a CFP® with four years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Carlson Capital Management LLC, Brighton Jones, the State of Wisconsin Investment Board, and TIAA. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection, supported by a research-driven approach and oversight from an Investment Policy Committee.

Matthew Jaeger is a CFP® professional with one year of experience, currently with Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management for four years and has an academic background that includes time at St. Olaf College and St. Paul Academy and Summit School. 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jeremy Hendrickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide managed and non‑discretionary investment recommendations to a large client base.

Lucas Peterson is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds the Series 65 designation and has worked at several firms including Carlson Capital Management and Onegroup Wealth Partners, Inc. prior to joining Sequoia Financial Group. 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, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

Derik Mansfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Farmers New World Life as an independent contractor, and Ameriprise Financial Services, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education focused on asset allocation, contribution guidance, and retirement planning through technology and third-party expertise from Morningstar Investment Management.