Jason Lynch is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, having worked previously at CSP & Associates, Principal Life Insurance Company, Principal Securities, Inc., and Northwestern Mutual. Prior to his advisory career, he spent two years managing a bar and grill. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Husten is a ChFC®-designated financial advisor with 33 years of industry experience. He is affiliated with Ameritas Advisory Services, LLC and also engages in financial services and tax savings consulting through U.S. Business Consulting. Husten has held roles at Ameritas and related firms since 2017 and operates an independent financial advisory business, Midwest Secure Retirement. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and consulting solutions, utilizing both proprietary and third-party models across multiple program platforms.

Mitchell Johnson is a financial advisor at First Citizens Investor Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining First Citizens, he worked for over a decade at the Office of the Comptroller of the Currency. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client process focused on financial needs and risk tolerance assessments combined with fundamental, quantitative, and technical analysis. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, managing over $2.6 billion in client assets as of December 2025.

David Bender is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Atlas Wealth & Retirement. Bender is also involved in fixed insurance products, including fixed life, fixed annuity, disability income, long-term care, health, and Medicare supplemental contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of related implementation services provided through affiliated entities.

Ryan Drake is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at Principal Life Insurance Company, Principal Securities, Inc., and most recently at Beacon Financial Group. Outside of his advisory role, he is also an agent for fixed life and annuities, disability, long-term care, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

John Radmanovich is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2022. Outside of financial advising, he provides assistance to a handicapped family member through his involvement with Partners In Community Supports, a role he has held since 2013. AE Wealth Management offers 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 utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches, managing nearly $50 billion for over 127,000 clients.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Advisor Group since 2015 and has been affiliated with LPL Financial since 2012. He is also licensed to sell life insurance and fixed annuity products in Minnesota. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary advisory services, managed account solutions including its proprietary WealthSuite platform, and access to third-party managers, implementing a fiduciary-based advisory model.

David Engler is a Series 66-registered financial advisor with Osaic Institutions, Inc., bringing 26 years of industry experience. His prior roles include positions at LPL Financial and Hiway FCU Investment Services, where he worked for 18 years. Outside of his advisory work, he is an independent author and writer, a coaching clinic coach, and a fitness instructor at the YMCA. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer structure with a focus on client choice in discretionary authority and access to alternative investments and lending solutions.

Taylor Winbush is a financial advisor with Transamerica Retirement Advisors, LLC, based in Minneapolis, MN. He holds Series 65 and Series 66 licenses and has 11 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, Allianz Life Financial Services, Fidelity Brokerage Services, and Equitable Advisors. Outside of his advising work, he is involved as an associate in liquor and beverage sampling for two independent companies. 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 software and model portfolios developed with Morningstar Investment Management to provide asset allocation and retirement guidance, focusing largely on non-discretionary recommendations for a broad client base.

Naomi Savolainen is a financial advisor at Independent Financial Partners with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she owns and designs jewelry through her business, Mimiomi Jewelry. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diverse investment approaches and is notable for its retirement-plan advisory and pension consulting capabilities.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

Paula Price is a CFP® professional based in St. Paul, MN, with seven years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Prairieview Partners for 12 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related financial services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

Timothy Anderson is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various First Command entities since 2018. Anderson also serves in the Minnesota Army National Guard, where he has been active for over 20 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Tyler Stilp is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has held roles outside the investment industry, including as a premium seating host for the Minnesota Vikings and as an assistant varsity baseball and football coach for Chisago Lakes Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and the use of ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

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.