Elvis Ndahibeshe is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Avantax Investment Services, Bank of America N.A., Merrill, and U.S. Bancorp Investments. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

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 in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Churchill Management Group for 18 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds 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 licenses and has previously worked at RBC Capital Markets Corporation and Lockton Investment Advisors. David’s career background includes roles at multiple Lockton entities and BerganKDV Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies combined with tax-loss harvesting, selective private market exposure, and sub-advisory arrangements.

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® professional with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked at firms including Ameriprise Financial Services Inc. and Summit Wealth Advocates, LLC. Thomsen holds a Series 66 license and is based in Edina, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s internal research and asset-allocation models to deliver tailored recommendations without exercising 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.

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.

Annette Van Horn is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gwfs Equities, Inc. Since 2017. Prior to her advisory career, she was involved with House of Q BBQ and Brew and attended Colorado State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services include point-in-time financial plans and optional managed account solutions delivered through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Thomas Pesch is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He previously worked at Honkamp Krueger Financial Services for 10 years and has been associated with Olsen Thielen Co since 2008, where he also holds an accounting position advising businesses on accounting, auditing, and taxation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified allocations aligned with client objectives and risk tolerance.

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.

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., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a co-owner of Twin Pines Financial and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.