James Yaworski Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked for nine years at Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and thorough research methods.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

David Sayers is a CFP® and ChFC® with 12 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management LLC, Trunorth Wealth Partners, BGM Wealth Management, and CliftonLarsonAllen Wealth Advisors, LLC. Sequoia Financial Advisors, LLC 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 employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, alongside third-party due diligence.

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.

Adam Hoffmann is a CFP® professional at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for seven years before joining Sequoia in 2025. 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and informed by extensive research and due diligence.

Michael Jasan is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation for 27 years. He is also the owner of Michael R. Jasan & Associates, a sole proprietorship that maintains insurance products for individuals. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Justin Willmott is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Securian Financial Services and CRI Securities prior to joining Mass Mutual in 2014. Outside of his advisory work, he has a part-time sales role in the health industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, focusing on collaborative, goal-based financial planning without discretionary investment authority.

Doan Trinh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. They hold a Series 66 designation and have previously worked at Merrill, Bank of America, and Wells Fargo NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Sheilina Sperry is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was with HighQuest Group and Waletich Transportation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Joseph Klinkhammer is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation and Series 63 license. He has 40 years of industry experience, including 25 years at Hornor, Townsend & Kent, Inc. and over four decades with Monarch Life Insurance Company. He is also the owner and independent insurance agent of KLIMKHAMMER FINANCIAL. Cambridge Investment Research Advisors serves a broad mix of clients, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and utilizes both proprietary strategies and third-party managers tailored to client objectives.

Nicholas Ternes is a CFP®-certified financial advisor with Ameriprise, based in Prior Lake, MN, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for the Scenic Heights Owners Association and is involved in managing his advisory business through ownership interests in related entities. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for clients with significant investable assets. The firm employs a combination of research, modeling, and algorithmic tools to provide tailored, non-discretionary retirement income recommendations.

Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Krall is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Expeditors International of Washington and had roles with the Oakland Athletics and Clemson University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Nathan Brusseau is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Diversified Wealth Management LLC. Outside of his advisory work, he is president of the New Prague Rotary Club, serves as an owner/operator of Promoveo Development LLC, and is a board member of the New Prague Area Education Foundation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Jason Linder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 37 years of industry experience, including roles at Securities America Advisors and VOYA Financial Advisors. He is also the owner of Linder & Associates, an insurance agency he has operated since 1990. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions and offers proprietary and third-party model strategies.

J. Kyle Haugen is a financial professional with 20 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has worked at several firms, including BFC Planning, Inc. and American National Insurance. Haugen is actively involved in community organizations, serving as chair of the Prior Lake Rotary Foundation and vice chair of both the Scott County Public Safety Foundation and Rotary District 5960 Charitable Foundation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment managers.

Dominique Wondra is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, Dominique worked in various roles including at Aldi and Prodigy Web Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has been with Raymond James since 1995. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network alongside specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Tate Running is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he is involved in commercial property ownership through Running Property Group LLC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.