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.

Naomi Savolainen is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she is the owner and designer of Mimiomi Jewelry, a jewelry design and fabrication business. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm offers comprehensive retirement-plan advisory and pension consulting services and supports a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

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.

Teresa Brock is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior roles include positions at CUSO Financial Services, L.P., AXA Advisors, LLC, and Flexible Plan Investments. Outside of her advisory work, she serves as the Recording Secretary for the Rancho Buena Vista Chapter of the Daughters of the American Revolution. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs featuring both discretionary and non-discretionary management, supported by an extensive affiliate ecosystem and a combined advisory and broker-dealer platform.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

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.

Tyler Stilp is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has held roles outside the investment industry, including as a premium seating host for the Minnesota Vikings and as an assistant varsity baseball and football coach for Chisago Lakes Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and the use of ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is the sole proprietor of Cadlee Company, LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activity.

Nicholas Mueller is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds the Series 66 credential and has previously worked at Advisor Group and U.S. Bancorp Investments, Inc. Mueller is based in Lino Lakes, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

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.

Brendan O'Sullivan is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and previously worked at Wells Fargo Wealth Management from 2010 to 2021. 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 focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Richard Ramsay is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, following an 11-year tenure at SII Investments, Inc. Outside of his advisory role, Ramsay is involved in real estate development and management through several ventures including Lexington Development and Apres All Day. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Joep Hogervorst is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise Financial Services, LGM Wealth Management, LPL Financial, and Wells Fargo in various capacities. Outside of his advisory work, he serves as a ski instructor for children. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model combining third-party managers and proprietary Private Bank offerings, with advisory arrangements typically structured as wrap-fee programs.

James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Independent Financial Group since 2013 and also has longstanding ties to Heritage Financial Group Inc and Unum/Paul Revere Life Insurance Company. Ehrenkrook serves as an officer and director of Heritage Financial Group and is a board member of Birchwood Office Park of White Bear Lake Association, Inc. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and employs multiple advisory programs, including AccessPoint, with custody and execution services provided by Pershing or Schwab.

Mark Kutzke is a financial advisor with Commonwealth Financial Network in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He is also the owner of Zenith Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. His prior work includes roles at Pratt Kutzke & Associates and Northstar Financial Partners, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and services along with back-office support in operations, trading, compliance, and practice management.

Sydney Wilson is a financial advisor at Beacon Pointe Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2024, Wilson worked at Landmark Wealth Management Group and held various roles including at Java Dock Cafe. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Matthew Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs, leveraging Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.