Andrew Lucking is a CFP®-certified financial advisor with 21 years of industry experience. He is affiliated with Commonwealth Financial Network and Northstar Financial Partners, LLC, where he holds a part ownership interest. Outside of his advisory work, he serves as the bookkeeper for a hair salon. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Patrick Lang is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2014. Outside of his advisory role, Lang is also involved in selling non-New York Life insurance products. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Robert Christman is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has 16 years of industry experience, including roles at Ameriprise, RBC Capital Markets, U.S. Bancorp Investments, and TD AMERITRADE. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

Alec Showen is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has been associated with Kestra Advisory since 2022 and holds an operational leadership role at Nesbit Financial, where he manages day-to-day administrative functions. His background also includes prior roles at Ross Nesbit Agencies and the University of Minnesota – Twin Cities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and supports discretionary and non-discretionary services, serving a client base that includes large institutional investors and sovereign wealth funds.

Thomas Landreville is a financial advisor with Creative Planning, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Creative Planning in 2023, he worked at BerganKDV Wealth Management, Ameriprise Financial Services, Northwestern Mutual, and Walmart Distribution Center. He also spent four years at Minnesota State University, Mankato, and was involved with Number 4 American Bar and Grill during that time. 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 employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Lauren Griggs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has previously worked at U.S. Bancorp Investments, Ameriprise Financial Services, and Woodbury Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Connor Thielfoldt is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. His prior roles include positions at Morgan Stanley, Midwest Money Management Inc., and SPC. He serves on the board of directors for the Elko New Market Chamber of Commerce. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party managers for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis and integrates digital advice providers across multiple custodial platforms.

Joshua Mortenson is a financial advisor with Principal Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2003. Outside of his advisory work, Mortenson is a part owner of farmland through a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both advisory and promoter arrangements.

William Berigan is a CFP® professional with 18 years of industry experience, currently serving at Commonwealth Financial Network since 2015. He is also the CEO and owner of Shamrock Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using diverse securities and insurance products.

Brian Grabinski is a financial advisor with Primerica Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. of America since 2018, and previously at Securian Financial Services, Inc. and Minnesota Life Insurance Co. from 2015 to 2018. He also attended William Mitchell College of Law from 2014 to 2017. Park Avenue Securities LLC serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

Erik Jensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Ameriprise Financial Services, Morgan Stanley Private Bank, and Charles Schwab & Co., Inc. He has also worked in bookkeeping and banking earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a broad range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standard asset allocation models and proprietary research tools to support client decision-making.

Angela Thomas is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, she spent 11 years at KDV Wealth Management 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 that emphasizes low-cost indexing alongside supplemental strategies such as direct indexing and tax-loss harvesting.

Michael Porter is a financial advisor at Mariner with one year of industry experience. He previously worked at Cahill Financial Advisors and Ameriprise Financial DBA Confetti Wealth. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and offers a variety of strategies across asset classes, along with integrated tax and accounting services uncommon for a firm of its size.

Brendon Frazier is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier serves in the Colorado Army National Guard, a role he has held since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining D.A. Davidson in 2022. 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, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Brent Lange is a financial advisor at Mariner Wealth Advisors with seven years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Carlson Capital Management LLC, Merrill, Bank of America, N.A., and the Office of the Comptroller of the Currency. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with an emphasis on tax and accounting integration and specialized operational services such as family office and employer financial wellness solutions.

John Radmanovich is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2022. Outside of financial advising, he provides assistance to a handicapped family member through his involvement with Partners In Community Supports, a role he has held since 2013. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches, managing nearly $50 billion for over 127,000 clients.

Trenton Hazen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Nepsis, Inc., Michael Erpelding, and Northwestern Mutual Investment Services. He also serves as a Retirement Plan Specialist focused on employer-sponsored plans such as 401(k)s and SEP IRAs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Skaar is licensed to sell life insurance and fixed annuity products in Minnesota and has expressed interest in offering these products if the opportunity arises. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jack Helmich is a financial advisor with &Partners in Bloomington, MN, holding Series 65 and Series 63 licenses. He has less than one year of industry experience and has held prior roles including positions at Provision Financial Group and Virginia Tech. Outside of finance, he has worked with Doordash Inc and has experience in various other roles during his academic career. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and corporations. The firm offers a range of investment management and advisory services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis with ongoing account monitoring.