James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight Portfolios.

Todd Hedtke is a financial advisor at Tlg Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at BCBS MN, Simplicity Investments, Integroz US LLC, Winning Abillities, and a 23-year tenure at Allianz. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charities, corporations, pension and retirement plans, and institutional investors. The firm focuses on investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing manager selection, fundamental analysis, and Modern Portfolio Theory to construct diversified portfolios.

Anna Osborn is a financial advisor at Guardian Life with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, and MetLife Securities. Outside of her advisory role, she is a registered Notary Public in Minnesota. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is both a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of financial planning, brokerage, and investment advisory programs.

Matthew Costello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Brookstone since 2020 and also operates Milestone Retirement Planning Service, where he provides insurance sales and retirement planning. Costello is the founder and president of Milestone Insurance Marketing, LLC, which runs a social media annuity lead generation program for insurance agents and advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, providing investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Julz Schwingler is a CFP® and CFA® with 32 years of industry experience, currently serving with RBC Rochdale, LLC. She has been with City National Rochdale since 2015. Outside of her advisory role, she serves as a committee member on the Rollins College Parent and Family Council. RBC Rochdale provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base, including high net worth individuals, corporations, and institutional entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools to tailor portfolios aligned with clients’ Investment Policy Statements.

Andrew Scalia is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Investment Advisors and Wells Fargo Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market investments.

Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with D.A. Davidson since 2006. Outside of his advisory role, Milbrath is involved in various real estate development and management activities across several locations, including land development and property management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Gary Gullo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with NewEdge Advisors since 2021 and has been associated with Olympus Financial Advisors since 2002, where he serves as co-president. Gullo also engages in fixed, long-term care, and health insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and incorporating technology tools to support advisors and clients.

Jayne Christian is a CFP® with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Her prior roles include positions at Robinhood Markets, TradePMR, SkyView Partners, and Kestra Financial. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations with client authorization for all trades.

David Gottesman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at multiple firms, including Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and a mix of investment options including mutual funds, ETFs, and personalized indexing.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including prior roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and UBS Financial Services. In addition to his advisory work, he owns August Edge, LLC, which provides non-investment services to pre-retirees and retirees. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent advisers. The firm offers a wide range of portfolio management and consulting services and incorporates multiple program structures supported by centralized due diligence and advanced technology tools.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Level Four Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures combining in-house and third-party strategies.

Ryan Scott is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Principal Life Insurance Company since 2009. Scott is also the owner of Scott Wealth Planning LLC and a partner in an LLC formed to manage joint business interests. 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 consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Timothy Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding 56 years of industry experience. He has worked with Guardian Life Insurance Co. of America since 2014 and Primerica Advisors since 2006. Outside of his advisory work, Foster is involved in the restaurant industry through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates annually in fundraising for Ducks Unlimited. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs and a focus on integrated, scalable solutions.

David Foster is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2014. Outside of his advisory work, he has been involved with Metropolitan Painting Co. since 1977. Primerica Advisors serves a broad retail client base with both transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Grace Schneider is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Vector Marketing. Outside of finance, she is involved with Superior Lawn and Landscape in St. Bonifacious, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process utilizing firm-approved tools and modeling techniques.

Adam Lukens is a financial advisor with Ameriprise in Chanhassen, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lukens serves on the Board of Directors for St. Therese Parish and School and participates on the Wings for Widows Advisory Council; he also provides pro bono financial planning for cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering comprehensive, research-driven recommendation reports that incorporate tax-smart strategies and Social Security options. The firm blends algorithmic automation with advisor input to tailor retirement income plans and provides a broad range of advisory, brokerage, and insurance solutions.

Brady Coyle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Ashton McGee Restoration Group, and involvement with the University of Minnesota Duluth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

Adam Nobs is a financial advisor at Edward Jones in Spring Park, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.