Gregory Gorman is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He has previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he occasionally competes in demolition derbies at local county fairs. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent investment adviser representatives, offering portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Allene Johnson is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has prior experience working with Newton Financial Solutions, LLC. Outside of financial advising, Johnson works as a bartender and waitress at Splitrocks. 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 about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and custody services while supporting customized portfolio implementation through both internal and external managers.

Jacob Mc Alpine is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018 and previously at Ameriprise Financial Services, Inc. from 2016 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary software and model portfolios from Morningstar Investment Management. The firm operates at scale primarily with non-discretionary assets and does not target high-net-worth or corporate clients in these programs.

John Newton is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He is a Series 63 license holder and has operated Newton Financial Solutions, LLC since 2007. Outside of his advisory work, he coaches soccer at Cambridge Christian School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Randell Chumley is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities and SPC prior to joining J. W. Cole Advisors. Outside of his advisory role, he is president of Highland Money Management, Inc. and participates in local community service by delivering food to a local food shelf. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

Peter Newton is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2010. He is also co-owner of Newton Financial Solutions, LLC, which provides securities, advisory, insurance, and accounting services. Outside of his advisory work, Newton is involved in youth sports as an assistant soccer coach at Cambridge Christian School and as a soccer official for MSHSL Soccer in Cambridge, MN. 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, including custom portfolio solutions, wealth management, and retirement plan consulting. The firm offers operational, compliance, and investment management support while allowing advisors discretion in constructing client portfolios.

Daniel Johnson is a financial advisor with Commonwealth Financial Network in Cambridge, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Commonwealth and Newton Financial Solutions, LLC since 2013. Johnson also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including model portfolios and personalized indexing options, supported by operations, technology, and compliance infrastructure.

Timothy Newton is a financial advisor with Commonwealth Financial Network in Cambridge, MN, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has operated Newton Financial Solutions, LLC since 2007. Outside of his advisory work, he teaches insurance continuing education courses for Kaplan Professional Schools in the Twin Cities region. 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 $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, and back-office services.

Cason Laase is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Highland Money Management and the University of St. Thomas. In addition to his advisory role, he assists with research, client communication, technology operations, and general business functions at Highland Money Management. 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 representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Kelby Jennissen is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Frandsen Bank & Trust for nine years. Jennissen also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

David Johnson is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities and Sigma Planning Corp. Outside of his advisory role, he owns and operates Linwood Harvest and Hive, a hobby farm. 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 a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

Leif Erickson is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Thrivent and its affiliates since 2015. Erickson serves on the Board of Directors for the Forest Lake Area Chamber of Commerce and is a City Councilmember for Forest Lake, MN, where he also presides over the Economic Development Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses on topics such as retirement, estate, and tax planning, without discretionary portfolio management.

Jane Vander Schaaf is a financial advisor with Edward Jones in North Branch, MN, holding a Series 66 designation and having one year of industry experience. She previously worked at Edward Jones from 2018 to 2025 and Wells Fargo from 2015 to 2018. Outside of her advisory role, she is a brand ambassador for Purium, sharing information about health and wellness products. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Samuel Dehaven is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience at Investment Centers of America and Bank of the West. He is also an insurance agent with Frandsen General Agency. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lisa Skordahl is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with OSAIC since 2016. Outside of her advisory role, she operates a sole proprietorship engaged in sales through online platforms and also works as a fixed insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a wide network of advisers, utilizing advanced asset-allocation tools and multiple investment platforms.

Adam Cabrera is a CFP® with 13 years of industry experience and has been with Edward Jones since 2012. He is based in North Branch, MN, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Theresa Ryan is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to entering the financial services industry, she spent eight years with Northern Salt Inc/Interstate Companies. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering various advisory programs and investment solutions through a nationwide network of advisors and branch offices. The firm manages over $1 trillion in assets and operates under a fiduciary standard, providing both discretionary and non-discretionary fee-based strategies.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Blake Cheeley is a Series 66-licensed financial advisor with Edward Jones in St. Francis, MN, and has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.