Patricia Barrett is a financial advisor at &Partners with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and manages accounts through both in-house advisors and third-party managers.

Timothy Boys is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., where he has been involved since 1986. Through Boys & Tyler, he provides services related to group life, medical, dental, disability, and retirement plans. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, typically implemented on a discretionary basis.

Erik Olson is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2019. Prior to that, he was with Bane O'Leary LLC and Barber Financial Group. Olson also operates as an insurance agent on a part-time basis. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

David Gottesman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at multiple firms, including Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and a mix of investment options including mutual funds, ETFs, and personalized indexing.

Landin Peterson is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc., based in Bloomington, MN. He joined Voya Financial Advisors in 2026 and has prior experience at AMC Theatres and in full-time education. VOYA Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and advisory services. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client-focused investment strategies, often operating on a non-discretionary basis but also offering limited discretionary management options.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including prior roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and UBS Financial Services. In addition to his advisory work, he owns August Edge, LLC, which provides non-investment services to pre-retirees and retirees. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent advisers. The firm offers a wide range of portfolio management and consulting services and incorporates multiple program structures supported by centralized due diligence and advanced technology tools.

Landon Lantz is a CFP® professional affiliated with Sequoia Financial Group, L.L.C. He has one year of industry experience and previously worked at Carlson Capital Management and Edward Jones. Outside of financial advising, he was involved with Lantz Enterprises for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Level Four Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures combining in-house and third-party strategies.

David Mchenry is a financial advisor at &PARTNERS with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. There are no other notable outside activities reported. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with advisory and brokerage services provided through a dual registration as a registered investment adviser and broker-dealer.

Paige Woods is a financial advisor with Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation and eight years of prior experience at Carlson Capital Management, LLC, following five years at Deloitte Tax LLP. She also serves as Senior Director and Manager of Tax Services at Sequoia Tax Services, a subsidiary of her firm that provides tax analysis and advice. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan consulting to a diverse client base that includes individuals, family offices, corporations, charitable organizations, and trusts. The firm employs a combination of model and customized portfolio management strategies overseen by an Investment Policy Committee and incorporates a range of investment vehicles, underpinned by fundamental, technical, and cyclical analysis.

Courtney Dent is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and five years of industry experience. She has worked at Mariner since 2020 and has prior experience at firms including Boyum Barenscheer, LLP and AgCountry Farm Credit Services. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, alongside specialized tax and administrative financial services.

Haley Hausman is a CFP® with 11 years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she works part-time selling tacos at the Minnesota State Fair through Taco King. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing a model-driven approach and third-party money managers for separately managed accounts.

Donald Bellefy is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Global Atlantic Financial Company and Sammons Financial Network. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Samuel Andrews is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at BerganKDV Wealth Management, Secured Retirement Advisors, and Transamerica Investors Securities Corporation. 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, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Zachery Moore is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and experience across several roles including positions at Carlson Capital Management and CTB Financial Services. He has also served in the Minnesota Air National Guard. 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, 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.

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.

Kyle Luebeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Mutual of Omaha and Mutual of Omaha Investor Services. He is also a panelist for Roi/Emporium/Business Insider, providing insights on software and best practices. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Nathan Gaherty is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., Fidelity Investments, TD Ameritrade, Edward Jones, The Mather Group, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored, at-least-annual reviews without exercising discretionary trading authority.

Mark Englund is a financial advisor with Independent Financial Group, LLC, 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 is also an officer and director of Parakaleo, Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both firm- and third-party models to develop client strategies, combining passive and active investment exposures across various risk profiles.