Edward Davies is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex Securities Corporation and Paychex Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

John Dewey Jr. is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding the CFP® and ChFC® designations and having 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he volunteers with Tentmakers to help Christians deepen their financial stewardship and also coaches youth football. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, delivering advice through a range of models and third-party managers while operating as both a registered investment adviser and an active broker-dealer.

Terry Lewis is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and operates under the DBA Veritas Financial Strategies, LLC, where he brokers non-registered insurance products. His career includes longstanding roles with New York Life and its affiliates since 1980. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with retirement plan sponsors and corporate clients.

Caden Boyer is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Sequoia, he worked at Saint Mary's University of Minnesota, Pritchard Companies, and HyVee. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including 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.

Steven Bentley is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services and engagements as a test administrator and agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm emphasizes technology and model-driven solutions to serve a broad client base and operates within a combined adviser and broker-dealer structure.

Katri Balfanz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. She has worked at Commonwealth since 2008 and has been president of KB Financial, Inc. since 2011. Outside of her advisory role, she owns Kaytree, Inc., a company providing online companion care services, and is involved in divorce financial planning through Minnesota Divorce Financials. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while advisors maintain discretion over client portfolios.

James Leach is a ChFC® with 27 years of experience in the financial services industry, currently serving at First Command Advisory Services and affiliated entities since 1999. He is based in Bloomington, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory work, Leach is a board member of BCP Results LLC, where he provides advice on company operations and direction. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using approved third-party managers and model portfolios.

Bradley Reiling is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BerganKDV Wealth Management and has experience in roles at Minnesota State-Mankato and Canterbury Park. Outside of finance, he operates Swag Guys, a merchandise business selling products at concerts. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joshua Lester is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Carlson Capital Management for three years and has experience connected to Montana State University. 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 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.

Mark Haukedahl is a financial advisor with Commonwealth Financial Network in Minneapolis, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Capital Management Securities Inc. and operating his own firm, Haukedahl Financial Services, for over three decades. Outside of his advisory work, he is involved in oil well operations and leasing mineral rights. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operational, trading, technology, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios developed by the firm’s Investment Management and Research team.

Ryan Utecht is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Promus Financial Group, LLC since 2021 and has been affiliated with Eagle Strategies and New York Life since 2018 and 2009, respectively. He also owns Utecht LLC, an investment-related business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Adam Heathcote is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Creative Planning and has previously worked at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, Heathcote officiates high school and college football and basketball games. 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 with low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Amir Abdelwahed is a CFP® professional with 31 years of industry experience, currently serving at &Partners. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Tyler Roper is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has three years of industry experience, with prior roles at LPL Financial, Cetera, and AdvisorNet Financial. Outside of advising, he has worked in marketing and agricultural products for ten years. Private Advisor Group serves a diverse range of clients including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers through a large network of investment adviser representatives.

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.

Neil Frederickson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved with professional and amateur hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with client-directed trading decisions and no discretionary authority exercised by the firm.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Michael Bailey is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. 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 tools developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.