Timofey Drozdov is a financial advisor at Mariner with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Focus Financial, Royal Alliance, and other financial institutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for firms of its size.

Douglas Thompson is a financial advisor at J.W. Cole Advisors, Inc. with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining J.W. Cole Advisors and J.W. Cole Financial in 2024, he worked at Parkland Securities for 10 years and Sigma Planning Corporation for 22 years. Outside of his advisory role, he serves as chairman of Men of His Word, a faith-based men's group, and is president of the church council at Ascension Lutheran Church. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Mathew Thomsen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Summit Wealth Advocates, LLC, and Ameriprise Financial Services Inc. Thomsen is based in Minneapolis, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s research tools and asset allocation models. The firm focuses on client-directed investment decisions with annual reviews and does not exercise discretionary trading authority.

Samuel Ternes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been working with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple advice programs, providing asset allocation guidance and managed portfolio options that rely on proprietary tools and model oversight from Morningstar Investment Management. The firm operates at scale with a large client base and primarily focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning services.

Corrie Haux is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Haux has been with Eagle Strategies since 2019 and has concurrent roles within New York Life entities dating back to 2000. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within a structure integrated with New York Life affiliates.

Kendra Kotilinek is a financial advisor with Valic Financial Advisors holding a Series 66 designation and one year of industry experience. She has worked with Valic and AGIA since 2024 and has prior experience in education with several school districts. Outside of finance, she is involved with Up the Creek Bar & Grill. Valic Financial Advisors, Inc. serves primarily U.S. individuals including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes unified managed accounts with discretionary management and emphasizes technology and model solutions across its extensive client base.

Ross Miller is a financial advisor with TIAA-CREF in Bloomington, MN. He holds a Series 66 designation and has 14 years of industry experience, including over 11 years with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard within its vertically integrated advisory model.

Brent Romenesko is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors. Prior to joining NewEdge Advisors, he worked at Tempo Investment Advisors, Inc. for 19 years and GWM Advisors LLC for 5 years. He also provides insurance solutions as part of client financial planning through a separate insurance sales business. NewEdge Advisors is an enterprise-scale registered investment advisor that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party managers, with an emphasis on centralized due diligence and the use of technology to support advisors and clients.

Michael Creazzo is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, having worked at several firms including Ameriprise, LPL Financial LLC, BMO Harris Bank, and Wells Fargo in various capacities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial services provided via National Financial Services.

James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight Portfolios.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.

Andre Lanka is a financial advisor with VOYA Financial Advisors, Inc. in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Lanka is co-owner of Twin Pines Financial and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, focusing largely on recommendation-based, non-discretionary client relationships.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Thomas Wrich is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a range of strategies and both proprietary and third-party portfolio management.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and two years of industry experience. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has a background that includes positions in the beauty and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Geoffrey Hansen is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with firms including Investment Centers of America and LPL Financial prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Amy Zinniel is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Boyum Barenscheer for five years before joining Mariner Wealth Advisors in 2020. Outside of her advisory role, she owns and manages an investment-related rental property. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides unique administrative and financial wellness solutions.

Cameron Kerkes is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at The Vanguard Group and holds a paralegal specialist role with the Virginia Air National Guard, where he provides legal services to military personnel. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes a discretionary, committee-overseen investment approach that combines in-house research with third-party managers and includes tax and accounting integration uncommon at its enterprise scale.

Rachel Reis is a financial advisor with Schwab Wealth Advisory, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Charles Schwab entities. Rachel is based in Minneapolis, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm serves individual clients with annual financial reviews and investment recommendations, while final trading decisions remain with clients.

Sarah Berggren is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She previously worked at CTB Financial Services, Ltd. for sixteen years before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a large advisory team managing approximately $217 billion in assets.