Jonathan Copeland is a financial advisor with Transamerica Retirement Advisors, LLC based in St. Paul, MN. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Principal Life Insurance and Securities, Securian Financial Services, Cetera Advisor Networks, and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary portfolio construction supported by Morningstar Investment Management and provides both managed portfolios and non-discretionary recommendations to a large client base.

John Csargo is a CFP® professional with nine years of industry experience, currently serving at Cetera Planning Partners since 2026. He is also an accountant and partner at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis where he provides tax, consulting, accounting, and valuation services. Prior to joining Cetera Planning Partners, he worked at HK Financial Services, Inc. from 2017 to 2020. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Isabella Swanson is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has previously worked at Carlson Capital Management, Creative Planning, LLC, The Walt Disney Company, and The Toro Company. 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 other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Ryan Lundervold is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Gradient Advisors, LLC, and Lundervold Financial, LLC, the latter of which he also owns. He is the author of a book distributed for free to advisors and facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients through an extensive platform and service model.

Teresa Lockbaum is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial LLC, Purshe Kaplan Sterling Investments, and Thrivent Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach overseen by an internal Investment Committee.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Mark Larsen is a financial advisor with Oppenheimer based in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and customized performance reporting.

Ebenezer Mengistu is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Integrated Equity Management since 2016. 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, retirement consulting, and custody services.

Randy Rheault is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 24 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2012 and owns CSP & Associates, which offers various insurance products including health, long-term care, disability, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing various advisory and promoter arrangements.

Connor Schaefbauer is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience with Legacy Wealth Group, 3M, Wells Fargo, and Gemini Medical. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated 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, retirement and plan consulting, and custody and clearing services.

Scott Hoyles is a Series 65-certified advisor at Cetera Planning Partners with 12 years of industry experience. He is also a tax principal at Olsen Thielen & Co. Ltd, a public accounting firm where he manages personnel taxes, oversees return compliance reviews, and leads a small business accounting niche focused on cloud-based back office accounting and payroll. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides integrated services including tax planning, bookkeeping, payroll support, and estate-planning solutions through affiliated providers.

Steven Schoenberger is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Open Door Financial and Affiance Financial. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings, employing a Modern Portfolio Theory-based approach with algorithmic rebalancing and a range of investment vehicles.

Alex Adair is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018 and previously held a position at Sabic Polymershapes from 2014 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary portfolio models from Morningstar Investment Management tailored to client-specific retirement goals.

Eric Kuitu is a CFP® professional with 30 years of industry experience, currently serving at Principal Financial Services. His prior work includes roles at Cannaday Wealth Management, CETERA Advisor Networks LLC, and Advisornet Wealth Management. He is also a board member of Custom One Charities, where he assists with marketing and networking for charitable events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Jacob Kowalski is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at PNC Investments LLC and U.S. Bancorp Investments, Inc. Outside of his advisory work, Kowalski serves as a first responder for the City of North Saint Paul. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Brent Reinsberg is a Series 65-licensed financial advisor with Cetera Planning Partners, bringing eight years of industry experience. Prior to joining Cetera in 2026, he worked for Avantax Planning Partners, Inc. for eight years. Outside of his advisory role, he is a partner and accountant at Mazanec, Bauer & Associates, a regional CPA firm, and serves as Treasurer for the Eagan Rotary Club. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services, employing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Luke Murray is a CFP® professional with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent four years at Prairieview Partners and 21 years at Fiduciary Counselling Inc. He is based in St Paul, MN. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated entities offering accounting, legal, and trust services.

Matthew Masyga is a CFP® with five years of industry experience, currently affiliated with AE Wealth Management, LLC. His previous roles include positions at Lundervold Financial, Advisornet Wealth Management, SBI Wealth Management, Merchant's Bank, and the University of St. Thomas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.

Bryan Bohlman is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services focused on asset allocation, contribution guidance, and retirement planning. The firm’s advice utilizes Morningstar Investment Management’s portfolio models and serves a large client base primarily through non-discretionary asset management.

Daniel Lanasa is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Ameriprise Financial Services and CRI Securities. Lanasa is also involved in fixed insurance sales, dedicating part of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice.