Richard Luckow is a financial advisor at Advisor Share Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, Gradient Advisors LLC, and Virtue Capital Management. Luckow has also been a self-employed insurance agent since 1993, selling fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, typically using third-party sub-advisers and model portfolios to implement client strategies.

Jan Barnes is a financial advisor at Larson Financial Group, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. She is currently involved with Larson Wealth Partners in a client services role. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating strategic and tactical approaches, and it employs AI-assisted tools alongside human review for research and recommendations.

Alek Van Valkenburg is a CFP® and Series 65-licensed advisor with nine years of industry experience. He has been with Creative Planning since 2022 and previously worked at Gradient Advisors and Case Central. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and follows a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jillian Hoffman is a financial advisor at &Partners with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Ameriprise, Columbia Management Investment Advisers, and Transamerica Financial Advisors. Outside of her advisory role, she co-owns two print-on-demand merchandise businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting using a combination of proprietary and third-party strategies, with portfolio management supported by the Envestnet platform.

Gregory Gorman is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He has previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he occasionally competes in demolition derbies at local county fairs. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent investment adviser representatives, offering portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Jacob Mc Alpine is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018 and previously at Ameriprise Financial Services, Inc. from 2016 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary software and model portfolios from Morningstar Investment Management. The firm operates at scale primarily with non-discretionary assets and does not target high-net-worth or corporate clients in these programs.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has held roles at Wells Fargo Clearing and National Life Group. Shaffer is also an insurance agent with National Life. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with shorter-term trading options, and frequently uses third-party asset managers and model portfolios.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Anita Kalafut is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners, Summit Wealth Advocates, and Paradigm Strategies in Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm distinguishes itself through ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning offerings, complemented by a diversified investment approach aligned with client objectives and risk tolerance.

Randell Chumley is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities and SPC prior to joining J. W. Cole Advisors. Outside of his advisory role, he is president of Highland Money Management, Inc. and participates in local community service by delivering food to a local food shelf. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Transamerica, he worked at Ameriprise and was involved with Spin the Planet Enterprises and Froggy Hops. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. Their approach integrates proprietary portfolio models from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Joseph Sullivan is a Series 65-licensed financial advisor at Creative Planning with three years of industry experience. His prior work includes roles at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning offers 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-efficient management.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

Nicholas Mueller is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked with U.S. Bancorp Investments, Inc., Advisor Group, and OSAIC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.

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.

Richard Martin is a CFP® professional with seven years of industry experience, currently affiliated with SPC. He has previously worked at Parkland Securities, American Funds, Capital Group Companies, Edward Jones, and other firms. Martin also provides notary services on an as-needed basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized, discretionary investment advice through various account programs.

Cason Laase is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Highland Money Management and the University of St. Thomas. In addition to his advisory role, he assists with research, client communication, technology operations, and general business functions at Highland Money Management. 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 representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.