Douglas Thompson is a financial advisor at J.W. Cole Advisors, Inc. with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining J.W. Cole Advisors and J.W. Cole Financial in 2024, he worked at Parkland Securities for 10 years and Sigma Planning Corporation for 22 years. Outside of his advisory role, he serves as chairman of Men of His Word, a faith-based men's group, and is president of the church council at Ascension Lutheran Church. 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 portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Crystal Kelly is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Transamerica entities since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their approach incorporates portfolio construction and oversight powered by Morningstar Investment Management, providing both discretionary and non-discretionary advice to a broad client base.

Andre Lanka is a financial advisor with VOYA Financial Advisors, Inc. in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Lanka is co-owner of Twin Pines Financial and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, focusing largely on recommendation-based, non-discretionary client relationships.

Jennifer Beyl Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of her advisory work, she serves as a board member for the Support Our Troops Haunted House Group, an annual fundraiser event. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-driven approach that combines asset-allocation modeling with both active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

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.

Steffy Kaiser is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 13 years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Joshua Mortenson is a financial advisor with Principal Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2003. Outside of his advisory work, Mortenson is a part owner of farmland through a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both advisory and promoter arrangements.

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.

Joseph Masciopinto is a financial advisor with Creative Planning holding a Series 66 designation and 12 years of industry experience. His career includes roles at BrganKDV Wealth Management, Lockton, Kestra Financial, Gallagher Benefit Services, Global Retirement Partners, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he serves as an assistant coach for the U10 age group at Team Gilboa Ski Club of Minnesota, focusing on alpine ski racing for children aged 8 and 9. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Kameryn Siemers is a CFP® with four years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. in Lakeville, MN. Prior to joining J.W. Cole, Siemers worked at SPC and Midwest Money Management, where they held the role of Associate Advisor. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies, including discretionary and non-discretionary management, and incorporates digital advice platforms and third-party managers in its services.

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.

Rolf White is a financial advisor at SPC with 23 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he coaches soccer for the Lakeville Soccer Club and serves as a board member for Prince of Peace Church in Burnsville, MN. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing discretionary and nondiscretionary strategies tailored to client needs.

Brian Jakubiak is a financial advisor at VOYA Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with VOYA since 2014. Outside of his advisory work, Jakubiak serves in the Minnesota National Guard and co-owns a financial services firm, Twin Pines Financial LLC, as well as acting as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a wide range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and access to third-party money manager programs, primarily through recommendation-based, non-discretionary advisory relationships.

Jeremy Hendrickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide managed and non‑discretionary investment recommendations to a large client base.

Derik Mansfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Farmers New World Life as an independent contractor, and Ameriprise Financial Services, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education focused on asset allocation, contribution guidance, and retirement planning through technology and third-party expertise from Morningstar Investment Management.

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.

Landin Peterson is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has been with Voya Financial Advisors since 2026. Prior to his advisory role, Landin’s background includes experience at Voya Financial and AMC Theatres, alongside periods of full-time education. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based relationships.

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.

Scott Rohne is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he is a managing member and co-owner of Rohne Farms, LLC, where he is involved in the management and operation of a family farm. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

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.