Kenneth Zarske is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. His prior roles include positions at BerganKDV, Ltd, Mercer, and Pavillion Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure.

Michael Huber is a financial advisor with Commonwealth Financial Network in Mendota Heights, MN, holding a Series 63 designation and 28 years of industry experience. He has worked at Pratt Kutzke and Associates LLP and Commonwealth Financial Network since 2012. Outside of his advisory role, he owns Huber Financial, LLC, a private entity for accounting and securities business operations, and is involved in fixed insurance sales under Pratt Wealth Management, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion in portfolio construction alongside centrally managed model portfolios and distinct program offerings.

Jonathan Liang Sr. is a CFP® with 13 years of industry experience and currently serves as a financial advisor at Creative Planning. He previously worked for 21 years at CTB Financial Services, Ltd. before joining Creative Planning in 2023. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Travis Bezella is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is involved in managing residential rental properties through two separate LLCs. 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, supplemented by strategies such as direct indexing and tax-loss harvesting.

Kristin Chim is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at OSAIC Institutions since 2025. Prior to that, she was with South Metro Federal Credit Union and CUSO Financial Services, LP for over a decade. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer structure that includes access to alternative investments and a lending marketplace.

Matthew Koelsch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Kowalski Financial, Inc. and Ameriprise Financial Services, Inc. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and a suite of retirement plan services.

Christopher Rouse is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services and The KNW Group since 2006. Outside of his advisory role, he serves as CEO of Rouse Executive Solutions and president of Rouse & Company, entities focused on consulting, insurance, and executive benefits planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, serving large institutional investors and maintaining approximately $79.8 billion in assets under management.

David Wymer is a financial advisor with Valic Financial Advisors in Edina, MN, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors serves 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, and brokerage services, utilizing Envestnet-developed UMA models with various overlay options.

Megan Kiel is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, third-party asset manager access, and custody services.

Alexander Krueger is a Series 65 licensed financial advisor with Mariner, where he has worked since 2025. He has four years of industry experience, including seven years at C. C. Dunnavan & Co., Inc. Outside of his financial career, Krueger serves as an assistant coach for the Armstrong Cooper Youth Hockey Association, working with middle school players. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal research, and it integrates in-house tax and accounting services along with specialized family office and employer financial wellness solutions.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Churchill Management Group since 2007 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets Corporation and Lockton Financial Advisors. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

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.

Crystal Kelly is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Transamerica entities since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their approach incorporates portfolio construction and oversight powered by Morningstar Investment Management, providing both discretionary and non-discretionary advice to a broad client base.

Sabrina Karns is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. Her work history includes roles at Integrated Equity Management and The Advocate Group, LLC. She is also licensed as an insurance agent and engages in the sale of insurance products as part of her practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.