Theodore Erhart is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with The Fiduciary Alliance and has previously worked at LaSalle Street Securities, Trott Brook Financial, and LPL Financial. Outside of his advisory role, he operates a financial planning business under the name Norris Lake Retirement Planning. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives, including those with carried-interest arrangements for certain alternative investments.

Kristin Rogers is a CFP® professional with 11 years of industry experience, currently serving at CGN Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Sioux Falls, SD. Outside of her advisory role, she serves as a secretary for a church, assisting with invoice payments and board expense updates. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and it offers educational workshops and pension consulting services.

Francis Kulak is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience and holds a Series 66 designation. His prior work includes roles at FBL Financial Group and Bank of the West. He is also involved with Farm Bureau Life and related affiliates in insurance and financial planning activities. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Aaron Tice is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Proequities, Inc. and as the founder and sole owner of Cirrus Retirement Solutions, Ltd., a firm focused on comprehensive financial planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of independent advisors, managing approximately $2.88 billion across proprietary and third-party strategies.

Josiah Quick is a financial advisor with OSAIC Institutions, Inc. based in Maple Grove, MN. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure, delegating investment management to its advisers while offering firm supervision and various program options.

Angela Ruffin is a financial advisor at The Huntington Investment Company with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Huntington National Bank and other related firms. Outside of finance, she owns and operates Moment for Life Photography, specializing in portrait and event photography. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary models, supporting various wrap-fee programs through the Envestnet platform.

Lori Reiman is a financial advisor with Empower Advisory Group in Champlin, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Ameriprise Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Thomas Langseth is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc., as well as Spire Credit Union and Infinex Investments, Inc. His prior experience includes 13 years with Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a nationwide network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

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.

Mark Johnson is a financial advisor with Eagle Strategies (NY Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions across multiple program types with an emphasis on non-discretionary asset management.

Nuvia Solorzano Zambrano is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank, LPL Financial, Wells Fargo Clearing, and Wells Fargo Bank, NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its investment programs use an open-architecture model combining third-party sub-managers with proprietary offerings and provide wrap-fee arrangements covering portfolio management, trade execution, and manager fees.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Benjamin Meyers is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior experience includes roles at Wipfli Financial Advisors and teaching positions at the University of Minnesota - Duluth and Elk River High School. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated private market investment options.

Steven Carlson is a CFP® with 27 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2016. He also maintains roles with Securities America Advisors, Securities America Inc, and Spire dating back to 2013. Outside of advisory work, Carlson is CFO and a 24% owner of Lockleed International, LLC, a placement agency supporting veterans and military spouses. OSAIC Institutions, Inc. is an SEC-registered investment adviser offering customized financial planning, consulting, and ERISA plan services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model and emphasizes a diverse service platform including discretionary and non-discretionary accounts, alternative investments, and a lending marketplace.

Brandon Hanson is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He operates Gateway Financial Strategies, LLC, through which he brokers insurance products independent of his primary role. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services, often emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

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.

Aaron Imholte is a CFP® professional with seven years of industry experience, currently affiliated with Principal Financial Services. He has worked at firms including Baird and UnitedHealth Group. Imholte owns Imholte Management, LLC, established for entity planning and tax purposes related to his financial planning practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Todd Burgess is a financial advisor with Empower Advisory Group in Otsego, MN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at GWFS Equities, Prudential Customer Solutions, and Prudential Investment Management Services. Outside of advising, he works part-time as a greenskeeper at Cedar Creek Golf Course. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.

Michael Gerberding is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at JD Mellberg Financial and Wealth Planners Of America. In addition to his advisory role, he is a fixed indexed annuity and life insurance producer, meeting with clients to analyze and recommend insurance solutions based on their individual needs. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed account strategies.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.