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.

Kevin Koski is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 63 designation and has 12 years of industry experience. Prior to joining Sequoia Financial Group in 2025, he spent 16 years with Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Fencl is a CFP® and Series 65 credentialed advisor with six years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management LLC, TruNorth Wealth Partners, Robert Half Management, and Protiviti. 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 institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Peter Scheffler is a financial advisor at &Partners with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at RBC Capital Markets and Wells Fargo Clearing. He serves as Treasurer for St. Wenceslaus Catholic Church in New Prague, MN. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Kameryn Siemers is a CFP® professional with 4 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. in Lakeville, MN. Prior to joining J. W. Cole Advisors, Siemers worked at Midwest Money Management and SPC. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party managers for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment approaches, including fundamental and technical analysis, as well as model and manager-based strategies.

David Webb is a CFP® and CFA® with seven years of industry experience. He is currently an advisor at Sequoia Financial Group, L.L.C. in Northfield, MN. His previous roles include positions at Carlson Capital Management, JNBA Financial Advisors, The Johnston Group, and Abbot Downing. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers a range of portfolio management solutions, including model and custom strategies, and integrates private and alternative investments with ongoing research and oversight.

Steven Tecker is a Certified Financial Planner® (CFP®) with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Carlson Capital Management and Fidelity Investments. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model portfolios and custom solutions overseen by an Investment Policy Committee and incorporates various investment vehicles including mutual funds, ETFs, private funds, and third-party managers.

Jeffrey Carlson is a CFP® with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously spent over three decades at Carlson Capital Management. Outside of his advisory work, he owns Viaforte, Inc., a company providing insurance solutions to individuals and businesses. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolios using a range of investment types, with decisions supported by multiple research methods and regular portfolio reviews.

Camila Peterson is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. She holds a Series 63 designation and previously worked at Carlson Capital Management, LLC, Valmark Securities, Inc., and KDV Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Aaron Klein is a CFP® with four years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Carlson Capital Management LLC, Brighton Jones, the State of Wisconsin Investment Board, and TIAA. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection, supported by a research-driven approach and oversight from an Investment Policy Committee.

Corey Schmiedeberg is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and 18 years of industry experience. He has previously worked at Parkland Securities, LLC and Sigma Planning Corporation. Outside of his advisory role, he is involved in agricultural leasing as a landowner. 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 offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Matthew Jaeger is a CFP® professional with one year of experience, currently with Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management for four years and has an academic background that includes time at St. Olaf College and St. Paul Academy and Summit School. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Lucas Peterson is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds the Series 65 designation and has worked at several firms including Carlson Capital Management and Onegroup Wealth Partners, Inc. prior to joining Sequoia Financial Group. 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

Derik Mansfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc., Farmers New World Life as an independent contractor, and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to deliver both managed and non-discretionary advice at scale.

Elizabeth England is a CFP® with five years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She previously worked at Carlson Capital Management LLC and White Oaks Wealth Advisors, Inc., and has a background that includes seven years at Target Corporation. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, with oversight from an Investment Policy Committee and research informed by multiple analytical approaches and external resources.

Benjamin Carlson is a CFP® professional with six years of experience in the financial industry. He currently works at Sequoia Financial Group, L.L.C. and has prior experience running Carlson Capital Management as well as two years at Aon Benfield. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles and an Investment Policy Committee to guide allocation decisions.

Cullen Buck is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. Prior to joining Lincoln Investment, he worked at Eagle Valley Financial Services and has a varied background including roles outside finance such as at FedEx Freight and in automotive detailing. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed strategies.

Andrew Hauskins is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously worked for Carlson Capital Management, where he spent 18 years in various roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Adam Hartung is a CFP® with 26 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he is president of Midwest Money Management and serves on the board of the Brian D. Hartung Foundation, a charitable organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Cody Warren is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management, Wells Fargo Bank, U.S. Bank, and Accredited Investors, Inc. Outside of advising, he is an adjunct instructor at Minnesota State University, Mankato. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.