Sergey Molla is a financial advisor with Eversource Wealth Advisors, LLC and holds a Series 65 designation. He joined Eversource in 2025 and has prior experience working as a Senior Logistics Analyst at Target Corporation since 2018. In addition to his advisory role, he owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm supports a range of investment programs and provides due diligence, values-based strategies, and stewardship planning, catering to clients including independent RIAs and those with significant investable assets.

Susan Wieneke is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 credential and has previously worked with firms including Bison Advisors and OneAmerica Securities. Wieneke is also involved with the Catholic Order of Foresters. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering advisory services such as financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational support for other advisers through its managed account platform.

Jeremiah Rodriguez is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He has been with Cornerstone since 2014 and holds a Series 63 designation. Prior to joining Cornerstone, he worked briefly at Ameriprise. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers by providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a mix of fundamental, quantitative, and qualitative analysis with regular account reviews and supports a large client base through a team of 93 advisors.

Kurt Baldry is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is also involved in the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

Lisa Walt is a financial advisor at Larson Financial Group, LLC, with six years of industry experience. She holds the Series 66 designation and previously worked at Counsel Wealth Management, Inc. from 2015 to 2020. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and it offers formal pension-consulting services alongside affiliated broker-dealer and private-equity activities.

Adellmarie Hargreaves is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at EFS Advisors since 2016 and Advanced Advisor Group LLC since 2015. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, along with non-asset management financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and uses a client-centric suitability scoring process supported by proprietary technology and quarterly fund performance reviews.

Christopher Yard is a CFP® professional with 17 years of industry experience. He is affiliated with Harbour Investments, Inc. and Integrity Financial Group, where he has worked since 2009. Outside of his advisory role, Yard serves as a board member for a homeowners association in Maple Grove, MN. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and providing multiple execution platforms.

Theodore Erhart is a CFP® certificant with 19 years of industry experience. He currently serves at The Fiduciary Alliance and has prior experience at LaSalle Street Securities, Trott Brook Financial, and LPL Financial. He also operates a sole proprietorship focused on financial and retirement planning services. The Fiduciary Alliance provides investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and other advisers. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management alongside estate and business planning services.

Grace Hennen is a financial advisor at Savvy with two years of industry experience and holds a Series 66 designation. She has worked at several firms including Osaic Wealth Inc and Focus Financial Network Inc. Outside of her advisory role, she is a Financial Planning Associate at Perspective 6 Wealth Advisers, providing financial planning services under a marketing name. Savvy offers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools and specialized strategies.

Richard Vasterling is a CFP® professional with 28 years of industry experience. He is currently with Larson Financial Group, LLC, where he has worked since 2021. His prior experience includes firms such as Larson Wealth Partners, Comprehensive Asset Management & Servicing, Inc., and Counsel Wealth Management. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting for individuals, trusts, corporations, nonprofits, and pension plans, with an emphasis on serving doctors and related businesses. The firm employs both strategic and tactical investment approaches and uses a blend of model portfolios and custom discretionary programs.

Scott Brodeen is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Melaleuca since 2022, Freester.com from 2016 to 2023, Cabot Lodge Securities since 2013, and Paul A. Knier Inc. since 2008, where he also serves as an office manager. Outside of his advisory roles, Brodeen is a director at Melaleuca, engaging in non-investment related activities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios and periodic monitoring.

Kyle Danner is a CFP® professional with 9 years of experience, currently serving as a financial advisor at Larson Financial Group, LLC since 2018. He also has a Series 66 license and has been involved with Larson Financial Securities, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to a range of clients including individuals, trusts, corporations, nonprofits, and pension plans, with a particular focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, and employs tools such as option overlays and separately managed accounts while using AI-assisted methods to support research and documentation.

Kristin Rogers is a CFP® professional with 11 years of industry experience, currently serving at CGN Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Sioux Falls, SD. Outside of her advisory role, she serves as a secretary for a church, assisting with invoice payments and board expense updates. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and it offers educational workshops and pension consulting services.

Francis Kulak is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has 28 years of industry experience. His prior work includes roles at FBL Financial Group, Bank of the West, Merrill, and Banc of America Investment Services. Outside of investment advisory, he has involvement with Farm Bureau Life and related entities, including insurance sales and referral activities. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, as well as corporations, pension plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting services, allowing advisors to tailor strategies using asset allocation, fundamental and technical analysis, and third-party sub-advisors.

Aaron Tice is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Proequities, Inc. and as the founder and sole owner of Cirrus Retirement Solutions, Ltd., a firm focused on comprehensive financial planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of independent advisors, managing approximately $2.88 billion across proprietary and third-party strategies.

Keith Severson is a financial advisor with Lifeworks Advisors, LLC in Maple Grove, MN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Lifeworks Advisors in 2021, Severson worked at Strategic Wealth Group Registered Investment Advisor, Fiduciary Management Group, and Griffin Capital Securities. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm provides discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a combination of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

Andrew Shuldheisz is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and David Klein. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches while also offering third-party manager recommendations and pension consulting services.

Richard Frith II is a financial advisor with Larson Financial Group, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Wealth Partners and has been associated with Larson Financial Group since 2009. Outside of advisory work, he serves as a director of a nonprofit homeschool co-op and is involved in managing property ventures, including a vacation rental partnership. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm combines strategic and tactical investment approaches and utilizes both proprietary model portfolios and external money managers in its service offerings.

Josiah Quick is a financial advisor at Osaic Institutions, Inc. with 11 years of industry experience. He holds a Series 66 designation and has held roles at Spire CU, Infinex Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Waddell & Reed. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser and broker-dealer model with significant third-party manager arrangements.

Garrett Groebner is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2014. He also has ongoing experience with Ohio National Financial Services since 2010. Outside of his advisory role, he is involved in life insurance and indexed annuities sales. Brookstone Capital Management is an SEC-registered adviser providing 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, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.