Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of related implementation services provided through affiliated entities.

Ryan Drake is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2018 and joined Beacon Financial Group in 2024. Outside of his advisory role, he is also licensed as an agent for fixed life and annuities, disability, long-term care, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Radmanovich is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2022. Outside of financial advising, he provides assistance to a handicapped family member through his involvement with Partners In Community Supports, a role he has held since 2013. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches, managing nearly $50 billion for over 127,000 clients.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Skaar is licensed to sell life insurance and fixed annuity products in Minnesota and has expressed interest in offering these products if the opportunity arises. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

David Engler is a financial advisor with Osaic Institutions, Inc. based in St. Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at LPL Financial and Hiway FCU Investment Services from 2006 to 2024. Outside of his advisory work, he is an independent author and writer, a coach at a local clinic, and a group fitness instructor at the YMCA. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Taylor Winbush is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with firms including Mass Mutual Investors Services, Allianz Life Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, he participates as an associate in promotional tasting events for various beverage brands. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services through programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Laura Pope is a CFP® with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio programs and investment education services supported by Morningstar Investment Management’s proprietary software and research. The firm operates at scale with a focus on non-discretionary asset management rather than standalone financial planning.

Naomi Savolainen is a financial advisor at Independent Financial Partners with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she owns and designs jewelry through her business, Mimiomi Jewelry. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diverse investment approaches and is notable for its retirement-plan advisory and pension consulting capabilities.

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.

Paula Price is a CFP® professional based in St. Paul, MN, with seven years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Prairieview Partners for 12 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related financial services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.

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.

Timothy Anderson is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various First Command entities since 2018. Anderson also serves in the Minnesota Army National Guard, where he has been active for over 20 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Leah Brooks is a Certified Financial Planner® with eight years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has prior experience at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is involved as a wealth advisor with CBS and DPL Financial Partners and serves as an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High 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, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over ten years. Outside of his advisory role, he is the owner of Cadlee Company, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of more than 400 independent advisers. The firm offers portfolio management via multiple platforms and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

Blake Peterson is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include 14 years at RBC Capital Markets and time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs on the Envestnet MAS platform.

Elise Hartwig is a CFP® professional with seven years of industry experience. She has worked at Commonwealth Financial Network and Integrated Equity Management since 2025, and previously spent six years at Morgan Stanley in various roles. Outside of advising, she has experience in fixed insurance sales conducted at her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, and custody services, providing a comprehensive platform for portfolio implementation and client service.

Nicholas Negrini is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including five years with Wells Fargo Wealth Management. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The institute delivers impersonal, non-discretionary model portfolios and research developed through team-based qualitative and quantitative analysis for internal and limited external use.

Thomas Nowariak is a Certified Financial Planner® with 10 years of industry experience. He is currently affiliated with Sequoia Financial Group, L.L.C. and has worked at Carlson Capital Management LLC since 2016. Sequoia Financial Advisors, LLC serves a diverse clientele including individuals, family offices, corporations, and charitable organizations, providing wealth planning, investment management, and retirement-plan advisory services. The firm uses a combination of model and custom portfolios supported by an Investment Policy Committee, employing a variety of investment vehicles and regular due diligence in its approach.