Chad Lindell is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial. Lindell is also involved with Landmark Advisors as an investment-related business activity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Whitley Mott is a financial advisor at Equity Services, Inc. with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates a pension administration business providing services to employers. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with shorter-term options.

Daniel Geisler is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Geisler is also the founder and owner of Luebeck Geisler Hamm Wealth Management, Inc., focusing on financial planning, investments, and insurance. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and utilizes digital advice providers and multiple custodial platforms.

Danica Goshert is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network since 2018. She has held roles at Integrated Equity Management, Inc., Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Goshert serves as a board member for the Minnesota Secure Choice Retirement Program. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody/clearing services, providing both discretionary and nondiscretionary investment solutions.

Susan Gloe is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kyle Perisic is a financial advisor with Voya Financial Advisors, Inc. based in Eagan, MN. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Voya, he worked at U.S. Bancorp Investments, U.S. Bank, and held roles in various organizations including Amazon and American Military News. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a broad network of investment adviser representatives.

Shady Mansour is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, including a prior role at US Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

Benjamin Goshgarian is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Voya, he worked at WCC and RCC, and spent twelve years affiliated with the University of Minnesota. He also holds a position as an independent insurance agent, selling fixed and life insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Hannah Tesch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab and Ameriprise Financial, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm emphasizes at-least-annual reviews and tailored recommendations, while trades are executed only with client authorization.

Matthew Morrison is a CFP® with one year of industry experience, currently affiliated with Commonwealth Financial Network in Bloomington, MN. His prior experience includes five years at Mindful Asset Planning and roles at Integrated Equity Management, Cambridge Investment Research, Walser Automotive Group, RE/MAX Results, and REVL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $200 billion in client assets and offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brian Hanson is a financial advisor with TLG Advisors, Inc. in Eden Prairie, MN, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at TLG Advisors since 2012, Advisors Resource since 2011, and prior positions at Questar Asset Management, Barking Sands Capital, Sawtooth Asset Management, and Redhawk Wealth Advisors. Outside of advising, he is involved in mortgage lending, life insurance sales, and operates a nutritional supplement business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Stacy Johnson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Her prior experience includes roles at RBC Global Asset Management and RBC Capital Markets. She is a partial owner of SJS Advisory Services, LLC, a tax services firm founded by her husband, though she does not participate in its operations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Brian Craig is a ChFC® with 17 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life), where he has worked since 2014, and has prior experience with New York Life Insurance Company and NYLife Securities LLC dating back to 2009. He is also a passive investor in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Juliette Marth is a financial advisor with Voya Financial Advisors, Inc. based in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios and technology-enabled tools to support both discretionary and non-discretionary client relationships.

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 CFP®, ChFC®, and Series 63-licensed financial advisor with 48 years of industry experience. He currently works at Independent Financial Group, LLC, having joined in 2021, following eleven years at Sagepoint Financial, Inc., and eighteen years with AIG American General Life Insurance Company. Outside of his advisory role, Dewey volunteers with Tentmakers, where he helps individuals align their financial decisions with their values, and he serves as a football coach for a local school district. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investment exposures across various risk profiles.

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.