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.

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.

Ryan Drake is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2018 and joined Beacon Financial Group in 2024. Outside of his advisory role, he is also licensed as an agent for fixed life and annuities, disability, long-term care, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Sydney Wilson is a financial advisor at Beacon Pointe Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2024, Wilson worked at Landmark Wealth Management Group and held various roles including at Java Dock Cafe. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Matthew Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs, leveraging Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.

Lee Stoerzinger is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a CFP® designation and Series 63 and 65 licenses, with 32 years of industry experience. He is also an author of the book *On the Back Burner* since 2015 and serves as a member of the Rotary Club of North St. Paul/Maplewood/Oakdale and a board member at large for the Beacon Shores Association. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, through a network of 477 independent advisors. The firm offers a range of financial planning, portfolio management, and brokerage services via an open-architecture platform utilizing multiple custodians and third-party managers.

Michael Darrington is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior work includes roles at Union Financial and Thrivent Financial. Outside of his advisory work, he created "You Or I," a proprietary dice and card game designed for social play. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Chad Broberg is a CFP® and ChFC® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, where he also works as an insurance agent. His prior experience includes roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial and its affiliated entities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles as an operating general partner.

Thomas Gillen is a CFP® professional currently with Beacon Pointe Advisors, LLC. He has been in the financial industry since 2023, with prior experience at Landmark Wealth Management Group and a background at Menards, Inc. outside of finance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a broad client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Rick Peterson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Principal Securities since 2016 and has additional experience with Atlas Wealth & Retirement and CSP & Associates. He is involved in outside insurance activities related to long-term care, disability, fixed life and annuities, health, and supplemental medical insurance. 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.

Lars Engman is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at One Source Virtual and Ceridian. Engman is also a partner at New Horizons BFS LLC, where he provides investment advice and financial planning. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both a discretionary and non-discretionary basis.

Joshua Rebholz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. He serves on the boards of multiple healthcare and nonprofit organizations, including the Courage Kenny Foundation and the MN Brain Injury Alliance, and is involved in organizing charitable golf events. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering tailored investment advisory programs that combine in-house and third-party management with customizable portfolio strategies.

Kimberly Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Northwestern Mutual and Morgan Stanley, spanning over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, delivering advice through a large network of investment adviser representatives.

Katherine Robbins is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Edward Jones since 2015 and is currently based in Hudson, WI. 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 wide range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Connelly is a CFP® with eight years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Charles Schwab and Ameriprise Financial Services. Outside of his advisory role, he is a partner in UPSTREAM Stillwater LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client decision-making.

Jack Buckley is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 13 years before joining LPL Financial in 2016. Buckley maintains a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of investment strategies and technologies.