Jordan Mills is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Mills holds Series 63 and Series 65 licenses and has a minority ownership interest in Wipfli Financial Advisors. 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 that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, supported by affiliated legal and accounting resources.

Ryan Cusin is a financial advisor at Mariner Wealth Advisors in Bloomington, MN, holding a Series 65 credential with three years of industry experience. Prior to joining Mariner, he worked at CX Institutional, LLC and Gypsum Consulting, among other firms. In addition to his advisory role, he serves as an assistant hockey coach for the Rogers Youth Hockey Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines customized portfolio management with integrated tax and accounting services, supported by an internal investment committee and access to third-party managers.

Eric Gross is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he coaches a youth soccer team and has worked part-time as a Lyft driver and bartender. 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, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He has been with D.A. Davidson since 2006 and holds Series 63 and Series 65 designations. Outside of his advisory role, Milbrath is involved in various real estate development and investment activities, including managing land development and rental property ventures. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and specialized programs for high-net-worth clients.

David Antonovich is a financial advisor with Eagle Strategies (New York Life) based in Eden Prairie, MN. He holds the Series 66 designation and has 14 years of industry experience. His career includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kerry Meath Sinkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2026. Prior to joining Hightower, she was involved with PKS Investments and Cetera, and has experience running her own advisory practices including Journey Strategic Wealth dba Meath Wealth Advisors. Outside of financial advising, she is involved in educational activities related to Ayurvedic medicine and provides financial education focused on the relationship between money, spirituality, and emotions. Hightower Advisors offers investment advisory and planning services to individual and institutional clients with an emphasis on manager selection and multi-manager solutions. The firm utilizes a broad range of investment vehicles and proprietary research to support portfolio construction and provides services including discretionary portfolio management, financial planning, and retirement consulting.

Marcus Gardner is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Marcus has a background that includes roles in education and retail prior to his financial advisory career. Mariner serves a broad range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it maintains a notable integration of tax and accounting services alongside traditional portfolio management.

Paul Neri is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and The Huntington Investment Company. Outside of his advisory work, he serves as a substitute teacher for Wayzata Public Schools. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight Portfolios.

Sara Sell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and SPS Commerce. Outside of her advisory role, she works as an independent contractor shopper for an online delivery service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process with a focus on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Adam Kuhlmann is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at Nuveen and Winslow Capital. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative family office capabilities.

Ted Vickerman is a financial advisor at TIAA-CREF with 12 years of industry experience. He has held prior roles at Ameriprise and Thrivent Financial. Outside of his advisory work, he owns and operates a seasonal holiday light installation business, Ted's Christmas Lighting, LLC. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers a range of customized and model portfolio solutions within a fiduciary framework.

Jeremy Myrum is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group from 2011 to 2018. 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 client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Peter Ludwig is a CFP® professional with 39 years of industry experience, currently affiliated with United Planners Financial Services of America. His career includes long-term roles at Sunset Financial Services and Securities America, among others. He has maintained an ongoing independent practice under the Ludwig Financial Group name since 1964. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based financial planning and investment services through a network of 477 independent advisors.

Jayne Christian is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Schwab Wealth Advisory in Chanhassen, MN. Her prior roles include positions at Robinhood Markets, TradePMR, Capital Wealth Advisors, SkyView Partners, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

Amy Erkenbrack is a financial advisor with Sequoia Financial Group, L.L.C. in Minneapolis, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at THRIVENT Financial and Thrivent Investment Management Inc. for 11 years before joining her current firm. Outside of finance, she does voice-over work for commercials, ads, and e-learning projects. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles overseen by an Investment Policy Committee.

Timothy Boys is a financial advisor with Principal Financial Services in Eden Prairie, MN, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., which provides group life, dental, disability, and retirement insurance solutions. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

David Gottesman is a financial advisor with Commonwealth Financial Network in Excelsior, MN, holding Series 66 and Series 63 licenses and with 20 years of industry experience. His prior roles include positions at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Alan Stricker is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2010. Outside of his advisory roles, he owns and oversees August Edge, LLC, which provides non-investment services to pre-retirees and retirees. 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 integrates asset management with financial planning and consulting.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining NewEdge Advisors in 2025, he worked at Level Four Financial and Thrivent Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. 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 integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.

David Mchenry is a financial advisor with &PARTNERS in Chaska, MN, holding Series 63 and Series 66 licenses, and has eight years of industry experience. His prior work includes eight years at Wells Fargo Clearing and one year at Wells Fargo Bank, N.A. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary models and third-party manager solutions through platforms like Envestnet, while offering a range of financial planning and consulting services.