Katri Balfanz is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 25 years of industry experience. She has worked with Commonwealth since 2008 and operates KB Financial, Inc., where she serves as president. Outside of her advisory role, she owns Kaytree, Inc., a company providing online companion care services, and is involved in divorce financial planning through Minnesota Divorce Financials. 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 about $212.7 billion in client assets. The firm offers a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody/clearing services.

James Leach is a ChFC® with 27 years of experience in the financial services industry, currently serving at First Command Advisory Services and affiliated entities since 1999. He is based in Bloomington, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory work, Leach is a board member of BCP Results LLC, where he provides advice on company operations and direction. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using approved third-party managers and model portfolios.

Bradley Reiling is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BerganKDV Wealth Management and has experience in roles at Minnesota State-Mankato and Canterbury Park. Outside of finance, he operates Swag Guys, a merchandise business selling products at concerts. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joshua Lester is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Carlson Capital Management for three years and has experience connected to Montana State University. 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, 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.

Mark Haukedahl is a financial advisor with Commonwealth Financial Network in Bloomington, MN. He holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. Prior to joining Commonwealth in 2017, he worked at Capital Management Securities Inc. for 10 years and operated Haukedahl Financial Services for 30 years. Outside of advising, he is involved in oil well operations and leasing mineral rights. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed account programs, third-party asset manager access, and back-office support, offering various investment options including mutual funds, ETFs, and personalized indexing.

Ryan Utecht is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Promus Financial Group, LLC since 2021 and has been affiliated with Eagle Strategies and New York Life since 2018 and 2009, respectively. He also owns Utecht LLC, an investment-related business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Adam Heathcote is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, he officiates high school and college football and basketball games as an independent contractor. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and incorporates a range of strategies including tax-loss harvesting and selective private market exposure.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Amir Abdelwahed is a CFP® professional with 31 years of industry experience, currently serving at &Partners. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Tyler Roper is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cetera, and AdvisorNet Financial among other firms. Outside of his advisory role, he has been involved in marketing and agricultural products and has experience assisting in trading and operations support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms to support client goals.

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Neil Frederickson is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved in professional hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and research tools while requiring client approval for all trades.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

James Quinn is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management, having previously been employed by EPIQ Partners LLC, US Bank Private Wealth, Rock & Co LLC, Bank of America, and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and the Rockefeller Global Investment Management platform.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Aaron Fulton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to Mariner, he worked at Proequities, Inc. and Honkamp Krueger Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for an enterprise of its size.

Cole Babcock is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, New Era Financial Advisors, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a disciplined process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies, use of systematic methodologies, and advisory role within Fidelity Institutional Wealth Adviser.

Thomas Thurin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc. Outside of his advisory role, he is a registered team member of the BDLR Group, Inc., a non-investment-related activity. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team, alongside offering a broad range of advisory, brokerage, and insurance solutions.

David Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with Raymond James since 2012 and previously was associated with King Fish Crow from 2014 to 2018. Outside of advising, he is involved with K L Brown & Associates, where he manages client reporting, services, and online workflow. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary investment consulting using various analytical tools and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.