Hannah Poss is a financial advisor at Mariner with a Series 65 credential. She has experience working at PricewaterhouseCoopers, LLP for seven years and joined Mariner in 2026. Prior to her professional career, she was affiliated with the University of Minnesota for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides a range of strategies across equities, fixed income, alternatives, and digital assets, while also delivering integrated tax and accounting services uncommon for firms of its size.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by various advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Brett Haukedahl is a financial advisor with Commonwealth Financial Network in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2017 and also operates Haukedahl Financial Services, LLC, which facilitates securities, advisory, and insurance business. Prior to Commonwealth, he worked at Capital Management Securities, Inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing technology, compliance, and practice-management support to affiliated advisors.

Nicholas Moriarty is an investment professional with 13 years of industry experience, currently with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, NewEdge Advisors, LPL Financial, Wealth Enhancement Advisory Services, and Ameriprise Financial Services. Outside of his advisory work, he participates in AlphaSights, a global knowledge services firm, providing expertise through surveys and consultations. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to individuals, institutions, and government entities. The firm employs both proprietary and third-party investment strategies, including private equity and real estate feeder funds, and uses an investment process that incorporates due diligence, asset allocation, and the use of third-party sub-advisors when appropriate.

Collette Mitchell is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2016. Outside of her advisory role, she is the CEO of Charley Browns Backburner Chili, a business selling dry chili spice and pre-packaged cooked chili. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing portfolio management and acts as investment adviser to the TIAA Donor Advised Fund.

Natalie Ostrand is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation. She has varied experience including roles at MPPL Financial and North Shore Bank, with a total of zero years of industry experience prior to joining Sequoia in 2026. Sequoia Financial Advisors 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 uses a combination of model and custom portfolio management with various investment vehicles and draws on fundamental, technical, and cyclical analysis supplemented by third-party research.

Jennifer Wesley is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She serves as secretary of her condominium homeowners association, handling communications and coordinating meetings. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan advisory services through both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies.

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.

Rebekah Johnson is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Tempo Investment Advisors, and Eide Bailly LLP. Johnson is involved with the Lions Club of Victoria and the Reach For Me Network in outside employment roles. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Ashish Tomar is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has operated under the DBA Akshya Financial, focusing on selling New York Life products and brokering non-registered insurance products. Tomar’s career includes roles at Wealth Transformations LLC and Tomar & Associates. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Andreas Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner in Bloomington, MN. He worked previously at Carlson Capital Management for two years before joining Mariner in 2018. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach combines in-house research with third-party managers and covers a diverse set of strategies, supported by integrated tax and accounting services that include in-house CPAs and specialty tax planning.

Stephen Carlton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Independent Financial Group since 2013 and has operated Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. Carlton also owns Carlton Investment Services Group, LLC, which offers insurance sales including life, health, and long-term care. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a variety of investment advisory programs, financial planning, and retirement services, employing both in-house and third-party portfolio management and serving clients through multiple custodial platforms.

Luke Helmich is a financial advisor at Mariner with Series 65 and Series 63 licenses. He has recently entered the industry, with no prior advisory experience before joining Mariner. His background includes roles outside finance, such as working with CrossFit SISU and teaching in public schools. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and family office services.

Jacob Reinhardt is a CFP® with 10 years of experience in the financial services industry. He currently works at J.W. Cole Advisors, Inc. and has prior experience at Charles Schwab, TD Ameritrade, and Scottrade. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental and technical analysis alongside digital advice tools and provides both transaction-based and wrap-managed program options.

Lisa Blevens is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Richfield Bloomington Credit Union, Infinex Investments, TD Ameritrade, CUNA Brokerage Services, and Posta Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Isabella Swanson is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has previously worked at Carlson Capital Management, Creative Planning, LLC, The Walt Disney Company, and The Toro Company. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Jane Hyland is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as secretary on the board of directors for the St. Albans Mill Condominium Association in Hopkins, MN. 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, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, LLC. 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 assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.

Matthew Salafia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Thrivent Financial and its affiliated entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.