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 worked at Independent Financial Group since 2013 and has also been involved with Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. He is the sole owner of Carlton Investment Services Group, which has offered life, health, and long-term care insurance since 1990. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment approaches across varying risk profiles.

Luke Helmich is a financial advisor at Mariner with Series 63 and Series 65 credentials. He joined Mariner in 2024 and has prior experience outside the industry, including roles at CrossFit SISU and positions related to education and hospitality. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized portfolio management, financial planning, and consulting services. The firm integrates in-house research with third-party manager allocations and offers specialized tax, accounting, and employer financial wellness solutions.

Neal Robinson is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at several financial services firms, such as Avantax Planning Partners, Northwestern Mutual, J.P. Morgan, Prudential, Merrill, and Edward Jones. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

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.

John Csargo is a CFP® professional with nine years of industry experience, currently serving at Cetera Planning Partners since 2026. He is also an accountant and partner at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis where he provides tax, consulting, accounting, and valuation services. Prior to joining Cetera Planning Partners, he worked at HK Financial Services, Inc. from 2017 to 2020. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Lisa Blevens is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Richfield Bloomington Credit Union, Infinex Investments, TD Ameritrade, CUNA Brokerage Services, Posta Credit Union, Transamerica Financial Advisors, and U.S. Bancorp Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model and delegating investment management to its representatives.

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.

Ebenezer Mengistu is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Integrated Equity Management since 2016. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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, currently serving as a financial advisor at Schwab Wealth Advisory with five years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He is based in Edina, MN. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-directed trades and tailored recommendations aligned with individual goals and risk tolerance.

Jacob Rahbain is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked at NorthRock Partners LLC, TD Ameritrade, MML Investors Services, and Massachusetts Mutual Life Insurance Company. 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 provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

James Audas is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services. His prior experience includes roles at Harbor Capital Advisors, Nuveen Asset Management, Macquarie Investment Management, Ivy Distributors, and Waddell & Reed. Outside of his advisory work, he is an owner of two self-serve car wash businesses, which are operated by his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jeremy Green is a Certified Financial Planner® at AE Wealth Management, LLC with 13 years of industry experience. He has held roles at multiple firms including Madison Avenue Securities, Advisors Excel, and AE Financial Services. Outside of his advisory work, he owns Wealth Strategist Designs, providing insurance and tax services as well as expert witness support. AE Wealth Management serves individual households, corporations, trusts, and ERISA plan sponsors with fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios and a range of analytical strategies to implement investments, managing approximately $49.8 billion for over 127,000 clients.

Heather Pape is a financial advisor at Schwab Wealth Advisory, Inc. with one year of industry experience and a Series 66 credential. She previously worked at LPL Financial LLC and Charles Schwab & Co., Inc., and has a background that includes roles in education and nonprofit organizations. Outside of her advisory role, she is a commissioned notary. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses model-driven asset allocation and research tools, offering tailored recommendations with at-least-annual reviews, while trades require client authorization.