Vince Darling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Focus Financial. His work history includes roles at OSAIC and Focus Financial Network since 2018, alongside involvement with Darling Sales and Service Company since 2012. He is active in the Financial Planning Association of Minnesota’s NexGen Committee as a volunteer and board member. Additionally, he occasionally provides pet sitting services through the Rover app. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a diversified investment approach.

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 eight years of industry experience. She holds a Series 66 designation and has worked at Larson Wealth Partners and Larson Financial Securities, LLC since 2020, in addition to prior roles at Comprehensive Asset Management & Servicing, Inc. and Counsel Wealth Management, Inc. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a specialized focus on physicians and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, alongside affiliated broker-dealer, commercial real estate, and private equity activities.

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 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, she has co-ownership in two print-on-demand merchandise businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by fundamental, technical, and quantitative analysis.

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.

Nuvia Solorzano Zambrano is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank, LPL Financial, Wells Fargo Clearing, and Wells Fargo Bank, NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its investment programs use an open-architecture model combining third-party sub-managers with proprietary offerings and provide wrap-fee arrangements covering portfolio management, trade execution, and manager fees.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and National Life Group prior to joining Equity Services. He is also active as an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc., operating 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 utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

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.

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.

Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

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.

Anissa Lindahl is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. The Huntington Investment Company serves individual clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary private bank models across multiple wrap-fee 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.