Jacob Anderson is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been with Wells Fargo in various roles since 2016, including his current position at the Investment Institute since 2026. 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’s wealth and fiduciary businesses. The firm’s advice is generally impersonal and non-discretionary, supporting affiliates with model portfolios and strategic insights developed through team-based qualitative and quantitative analysis.

Bridget Boyd is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, with 10 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients.

Patrick Hall is a financial advisor with Cetera Planning Partners in St. Paul, MN, holding a Series 65 credential and 11 years of industry experience. He has also worked with Olsen Thielen & Co., Ltd., a certified public accounting firm where he is an equity shareholder, vice president, and treasurer. His role at Olsen Thielen involves audit, tax planning, consulting, and general business advice. 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-related advice. The firm offers additional services including tax planning, bookkeeping, payroll support, and estate planning, with an investment approach centered on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance.

Travis Sundvall is a financial advisor with First Command Advisory Services in Bloomington, MN, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he served for 12 years with the Farmington Police Department. Sundvall is also the owner of Sundvall Financial LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his financial career, he serves as a head coach for the Minnetonka Lacrosse Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Mark Schlumpberger is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at Ameriprise, American Bank, Bank of Bozeman, and Aaron's, Inc. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Dobbins is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include long tenures at Thrivent Financial for Lutherans and recent positions at Cannaday Wealth Management and Kuitu Financial. Outside of his advisory work, he coaches 3rd grade boys' basketball and works as a sales associate at a ski equipment retailer. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and businesses. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Catherine Jenson is a CFP® professional with 11 years of experience in the financial advisory industry. She is currently with Beacon Pointe Advisors, LLC and has held previous roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Jenson is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Garrett Engman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with J.W. Cole Advisors and its affiliated entities since 2018, previously working at Equitable Advisors and AXA Advisors. Engman is also a partner in New Horizons BFS LLC, where he provides client advice and financial services. J.W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of discretionary and non-discretionary strategies.

Keith Willey is a financial advisor with J. W. Cole Advisors, Inc. in Lake Elmo, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2021 and previously held roles at Equitable Advisors, AXA Advisors, and other firms. Outside of his advisory work, he is a partner at New Horizons BFS LLC and also works as a server at McCoy's Copper Pint. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, third-party investment manager access, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Melissa Bitting is a financial advisor at Principal Financial Services with 19 years of industry experience. She holds a Series 63 designation and has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company to support and manage retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Daven Kirubakeren is a Series 66-licensed financial advisor with 31 years of industry experience. He is currently with Commonwealth Financial Network and is the owner of Gistel Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Investments, 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Joyce Murphy is a financial advisor at &PARTNERS with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. She also spends a small portion of her time on fixed insurance sales. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, with a focus on ongoing monitoring and comprehensive account reviews.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Natalie Ostrand is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation. She has varied experience including roles at MPPL Financial and North Shore Bank, with a total of zero years of industry experience prior to joining Sequoia in 2026. Sequoia Financial Advisors 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 with various investment vehicles and draws on fundamental, technical, and cyclical analysis supplemented by third-party research.

Kevin Green is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Sequoia Financial Group in 2026, he worked at Principal Securities Inc. and Principal Life Insurance Co. from 2021 to 2025, and spent nearly three decades at Wells Fargo from 1992 to 2021. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and supported by regular research and due diligence.

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc., Hemingway Wealth Management, and United Planners Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm uses portfolio construction and oversight from Morningstar Investment Management and operates primarily with non-discretionary assets at scale.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. 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 over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Joseph Young is a CFP® certificant and registered investment advisor with eight years of industry experience. He is currently with Savant Wealth Management and has previously worked at PrairieView Partners, Creative Planning, Wipfli Financial Advisors, Ameriprise Financial Services, and CliftonLarsonAllen Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust management.

Kyle Bartholomay is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at U.S. Bancorp Investments, Inc., Blaze Credit Union, and Concordia College. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.