Samuel Sexton is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Guardian Wealth Advisors, LLC since 2023 and previously held roles at All Star Financial LLC and Clifton Larson Allen Wealth Advisors, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and uses ETFs, mutual funds, third-party managers, and UMA platforms to implement client strategies.

Scott Neils is a financial advisor with 20 years of industry experience, currently practicing at 49 Financial in Minneapolis, MN. He holds a Series 66 designation and has previously worked at Oakwood Capital Securities, Ameriprise Financial Services, and Merrill. 49 Financial serves a range of clients including retail, high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, retirement-plan consulting, and investment management with a disciplined, long-term approach grounded in Modern Portfolio Theory and employs proprietary and external model portfolios.

Ronald Machtan is a financial advisor at KCD Financial, Inc. with 30 years of industry experience. He has been with KCD Financial since 2006. Outside of finance, he owns Master-Bait Co., a business focused on fishing lures, clothing, and novelties, which he operates as a part-time hobby. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Nicholas Scheibel is a CFP® with five years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at US BANK from 2016 to 2020. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension plans, trusts, estates, and charitable organizations. The firm offers retirement plan consulting, family office services, and business consulting, including work with professional athletes, using a team-based approach and a variety of investment strategies.

Aidan Chacon is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has worked at Boulay Financial Advisors since 2024 and previously at Orgel Wealth Management. Before entering the financial field, he spent four years at the University of Wisconsin, Eau Claire, and five years in secondary education roles. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, and provides integrated advisory, tax, and insurance services through its affiliated companies.

Lisa Greely is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments and Independent Financial Group. In addition to her advisory role, she owns and operates A&G Tax Services, LLC, providing tax preparation and filing services. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, and income tax planning, using proprietary long-term investment strategies developed by an Investment Committee.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Kurt Mazur is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds a Series 66 designation and has worked at Shamrock Wealth Management since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, providing advisors with multiple portfolio implementation options and back-office support.

Brenda Aslyn is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 registrations and has worked previously with Wells Fargo Clearing, Wells Fargo Bank, and Securities America. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a sizable non-discretionary asset base.

Daniel Stewart is a financial advisor at Creative Planning with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, Triad Advisors, Resources Investment Advisors, LPL Financial, and Channel Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure.

Jeffrey Bruce is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, following a brief tenure at Ameriprise in 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that provide managed portfolios, non-discretionary advice, and investment education. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and focuses on asset allocation, contribution rates, and retirement timing guidance.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously led The Johnston Group, LLC from 2011 to 2019 before joining Creative Planning in 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside access to private market investments and model portfolios.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. 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, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.

Joshua Batalden is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been associated with Eagle Strategies and its affiliated entities since 2013 and also operates under the names Veritas Financial Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kingsley Calvo Jordan is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at RW Baird and Thrivent Financial. Outside of finance, he was involved with Margron Skoglund Wine for five years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Adam Netland is a financial advisor at Creative Planning with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Wipfli Financial Advisors and Keystone Wealth Advisors. Creative Planning provides 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 centered on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and a range of specialized advisory services.

Sandra Harder is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and previously worked at The Johnston Group for seven years before joining Creative Planning in 2019. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Leonard Larson is a Series 65-licensed financial advisor with one year of industry experience. He is currently affiliated with Commonwealth Financial Network and Integrated Equity Management. His prior work includes roles at Dallas Baptist University, DoorDash, LifeTime Fitness, Level Up Soccer Coaching, and St. Paul Academy & Summit School. 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 managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.