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® with five years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Northfield, MN. Prior to joining Sequoia in 2025, he was involved with Carlson Capital Management in various capacities from 2018 to 2025 and worked at Aon Benfield for two years. Sequoia Financial Advisors, LLC provides comprehensive wealth planning, investment management, and retirement-plan advisory services to a diverse client base, employing a mix of model and custom portfolios managed through fundamental, technical, and cyclical research alongside third-party due diligence.

Cullen Buck is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has prior experience at Eagle Valley Financial Services and FedEx Freight, among other roles. Outside of his advisory work, he has assisted with client meetings and file organization at Eagle Valley Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

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.

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.

Mark Englund is a financial advisor with Independent Financial Group, LLC in Lakeville, MN, holding a Series 63 designation and 41 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. from 2011 to 2019. Englund also serves as an officer and director of Parakaleo, Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Kim Wurl is a CFP® professional with five years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Carlson Capital Management, LLC for seven years and spent time at White Oaks Wealth Advisors and Texas Tech University early in her career. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with a range of investment vehicles and employs fundamental, technical, and cyclical analysis alongside third-party research in its decision-making processes.

James Yaworski Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked for nine years at Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and thorough research methods.

David Sayers is a financial advisor at Sequoia Financial Group, L.L.C. with 11 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Carlson Capital Management LLC and Trunorth Wealth Partners. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Adam Hoffmann is a CFP® professional at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for seven years before joining Sequoia in 2025. 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 informed by extensive research and due diligence.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. 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 broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Justin Willmott is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2014. Outside of his advisory role, he is involved in a health-related sales business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and collaborative planning processes.

Michael Pender is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. His prior work includes service in the Minnesota Air National Guard and roles with the State of Minnesota and the College of St. Scholastica. Outside of his advisory role, he manages rental property and tenant relations in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Jeremy Raverty is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his career in financial advising, he worked for fifteen years at Rolling Plains Builders, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Kevin Mullaney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at KM Consultancy LLC, Podimetrics, UnitedHealthcare, Optum, and Logistics Planning Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Todd Rabell O'halloran is a financial advisor with Thrivent Investment Management in Hastings, MN, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he works in the hospitality field as a server and bartender at a local restaurant and as a cook for a food vendor at the Minnesota State Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s services do not include implementation of recommendations and maintain separate planning and managed-account offerings under a consolidated billing option.

Joseph Klinkhammer is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation and Series 63 license. He has 40 years of industry experience, including 25 years at Hornor, Townsend & Kent, Inc. and over four decades with Monarch Life Insurance Company. He is also the owner and independent insurance agent of KLIMKHAMMER FINANCIAL. Cambridge Investment Research Advisors serves a broad mix of clients, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and utilizes both proprietary strategies and third-party managers tailored to client objectives.

Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Linder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 37 years of industry experience, including roles at Securities America Advisors and VOYA Financial Advisors. He is also the owner of Linder & Associates, an insurance agency he has operated since 1990. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions and offers proprietary and third-party model strategies.