Ethan Anderson is a financial advisor with Eagle Strategies (NY Life) based in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been associated with Veritas Financial Strategies, LLC since 2019 and has worked with Eagle Strategies and New York Life-affiliated entities since 2015. Outside of his advisory role, he is a member of the Hudson Daybreak Rotary and is the owner of Landry’s Smile, LLC. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

James Hillemeier is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has worked at Commonwealth since 2013 and previously was with Northstar Financial Partners, LLC for six years. He is also involved in fixed insurance sales through Zenith Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing services.

Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Adriana Arkley is a financial advisor at Transamerica Retirement Advisors, LLC in Minneapolis, MN, with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work history at Wells Fargo and Compass Group USA, where she also assists with food service and event catering outside of securities hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs, utilizing proprietary portfolio models developed in partnership with Morningstar Investment Management.

Derrick Bordeleau is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and GWFS Equities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Mary Grindland is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations with four years of industry experience. She has worked at Wells Fargo Investment Institute since 2021 and previously spent nine years at Wells Fargo Wealth Management. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm organizes its work across specialized divisions and offers largely impersonal research and model guidance rather than direct investment management.

Michael Stein is a financial advisor with VOYA Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and third-party strategies with technology-enabled tools to implement investment recommendations, operating primarily through non-discretionary client relationships alongside certain discretionary programs.

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Andrew Koskie is a financial advisor with Cetera Planning Partners in Saint Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at CRI Securities, Securian Financial Services, and Minnesota Life. Outside of his advisory work, he owns a landscaping and lawn mowing business. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

John Severy Hoven is a CFP® with 23 years of experience in the financial services industry. He is currently with United Planners Financial Services of America, where he has worked since 2024. Prior to that, he spent over two decades at Cambridge Investment Research in various capacities. Outside of his advisory role, he is a licensed notary and owns Oracle Financial Planners LLC, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and a notable majority of non-discretionary assets under management.

Kyle Sellnow is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the Director of Adult Life and Formation at the Church of St. Joseph and owns Fully Alive LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has held roles at Wells Fargo Clearing and National Life Group. Shaffer is also an insurance agent with National Life. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with shorter-term trading options, and frequently uses third-party asset managers and model portfolios.

Alex Hackworthy is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2015 and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and manages a large client base primarily through non-discretionary advice.

Michael Huber is a financial advisor with Commonwealth Financial Network in Mendota Heights, MN, holding a Series 63 designation and 28 years of industry experience. He has worked at Pratt Kutzke and Associates LLP and Commonwealth Financial Network since 2012. Outside of his advisory role, he owns Huber Financial, LLC, a private entity for accounting and securities business operations, and is involved in fixed insurance sales under Pratt Wealth Management, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion in portfolio construction alongside centrally managed model portfolios and distinct program offerings.

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.

Ghada El Gamal is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of her advisory role, she manages a rental property business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary tools and portfolio oversight from Morningstar Investment Management.

Cody Riesterer is a financial advisor at Mariner with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mariner in 2026, he worked at Altruist Financial LLC, Promus Financial Group, LLC, and Edward Jones, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services.

Roger Grumdahl is a financial advisor with Eagle Strategies (NY Life) in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2015. Outside of his advisory role, he serves as a Lutheran minister, occasionally performing wedding, funeral, or church services without compensation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives while managing a significant portion of assets on a non-discretionary basis.

Orobosa Ero is a financial advisor with Transamerica Financial Advisors in Roseville, MN, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Prior to joining Transamerica, Ero worked at Bank of America, Merrill, and Wells Fargo in various roles. Outside of finance, Ero is co-owner of Green Hills Transportation LLC, a freight and medical transportation business operated with a spouse, and serves as a director at SRG and Construction LLC, a sand, rock, and gravel processing company. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages substantial discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and RIA, supporting plan clients through affiliated retirement and recordkeeping entities.

Matthew Weier is a CFP®, CFA®, and Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 11 years at PrairieView Partners, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by centralized resources and affiliated legal, accounting, and trust services.