Leah Brooks is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her career includes roles at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. She also holds wealth advisor positions with CBS and DPL Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse clientele, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple 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.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. 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, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over ten years. Outside of his advisory role, he is the owner of Cadlee Company, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of more than 400 independent advisers. The firm offers portfolio management via multiple platforms and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

Blake Peterson is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include 14 years at RBC Capital Markets and time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs on the Envestnet MAS platform.

Elise Hartwig is a CFP® professional with seven years of industry experience. She has worked at Commonwealth Financial Network and Integrated Equity Management since 2025, and previously spent six years at Morgan Stanley in various roles. Outside of advising, she has experience in fixed insurance sales conducted at her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, and custody services, providing a comprehensive platform for portfolio implementation and client service.

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.

Thomas Nowariak is a Certified Financial Planner® with 10 years of industry experience. He is currently affiliated with Sequoia Financial Group, L.L.C. and has worked at Carlson Capital Management LLC since 2016. Sequoia Financial Advisors, LLC serves a diverse clientele including individuals, family offices, corporations, and charitable organizations, providing wealth planning, investment management, and retirement-plan advisory services. The firm uses a combination of model and custom portfolios supported by an Investment Policy Committee, employing a variety of investment vehicles and regular due diligence in its approach.

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.

Alexander Chan is a financial advisor with Cetera Planning Partners in Saint Paul, MN, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at H-Beck, CRI Securities, and Securian Financial Services, among others. Chan has been with Cetera-affiliated firms since 2023. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers ancillary services such as tax planning, bookkeeping, and estate planning, and its investment process emphasizes diversified allocations tailored to client objectives and risk tolerance within a larger Cetera network.

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.

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.

Corey Schmiedeberg is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and 18 years of industry experience. He has previously worked at Parkland Securities, LLC and Sigma Planning Corporation. Outside of his advisory role, he is involved in agricultural leasing as a landowner. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Michael Stern is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at LPL Financial and Askar Advisors Group. Stern is a partner and vice president of MMB & Associates, LLC, a business formed for personal liability purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and related services. The firm offers both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model and multiple investment strategies.

Rolf White is a financial advisor at SPC with 23 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he coaches soccer for the Lakeville Soccer Club and serves as a board member for Prince of Peace Church in Burnsville, MN. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing discretionary and nondiscretionary strategies tailored to client needs.

Lynn Pederson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Fidelity Investments, Riversource Distributors, Ameriprise Financial Services, LPL Financial, and Trustone Financial Credit Union. Outside of her advisory work, she is involved in bookkeeping and maintenance for Pederson Farms in Roseau, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance for a broad client base.

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.

Brian Jakubiak is a financial advisor at VOYA Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with VOYA since 2014. Outside of his advisory work, Jakubiak serves in the Minnesota National Guard and co-owns a financial services firm, Twin Pines Financial LLC, as well as acting as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a wide range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and access to third-party money manager programs, primarily through recommendation-based, non-discretionary advisory relationships.

Benjamin Lane is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 65 designation and seven years of industry experience. He previously worked at Carlson Capital Management, LLC for six years and attended St. Olaf College. Lane has been with Sequoia Financial Group since 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management, employing a range of investment vehicles and drawing on fundamental, technical, and cyclical analysis supplemented by third-party research.