Collin Brown is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Creative Planning and previously worked at Wipfli Financial Advisers and the University of Minnesota - Duluth. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.

Anissa Lindahl is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. The Huntington Investment Company serves individual clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

Scott Kottke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. Outside of his advisory work, he volunteers as the head coach for a local youth hockey team in Rogers, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management tools for portfolio construction and oversight, operating at scale with a large client base and a focus on non-discretionary assets.

Cason Laase is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Highland Money Management and the University of St. Thomas. In addition to his advisory role, he assists with research, client communication, technology operations, and general business functions at Highland Money Management. 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 provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Islam Elkaffas is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Ameriprise, Cetera Investment Services, BMO Harris Financial Advisors, and Allianz Life Financial Services. Outside of his advisory work, Elkaffas is involved in sports officiating and owns a fantasy football service that provides rankings and trade calculators. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs that combine third-party sub-managers, proprietary Private Bank models, and Envestnet overlay services.

David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.

Justin Herzog is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managed either by its advisors or selected third-party managers.

David Johnson is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities and Sigma Planning Corp. Outside of his advisory role, he owns and operates Linwood Harvest and Hive, a hobby farm. 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 investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

Peter Reiner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated firms since 2021. Prior to that, he was with VOYA Financial Advisors for seven years and has been associated with The Bank of Elk River for 19 years. He is also an independent insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program platforms, managing over $256 billion in assets with more than 10,000 advisors and approximately 800,000 clients.

Susan Anderson is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Anderson also operates Anderson Financial Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she has a non-investment related business involving rental property ownership with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Clarice Toth is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of the West and several positions outside finance, including teaching at Creighton University and Elk River High School, as well as working at Caribou Coffee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Kieser is a financial advisor with OSAIC in Maple Grove, MN, holding a Series 66 designation and over 25 years of industry experience. He has been with OSAIC since 2012 and has worked at John Hancock Financial since 2000. Kieser is also the owner of True North Advisory Group, a marketing entity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.

Cory Odland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously held positions at Edward Jones and Summit Companies. Outside of his advisory role, he is involved in the sale of life insurance, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Gabriel is a CFP® and ChFC® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Princeton, MN. Outside of his advisory role, he provides pro-bono financial planning through the Angel Foundation. Ameriprise is a large institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations in partnership with its financial advisors.

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.