Brett Haukedahl is a financial advisor with Commonwealth Financial Network in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2017 and also operates Haukedahl Financial Services, LLC, which facilitates securities, advisory, and insurance business. Prior to Commonwealth, he worked at Capital Management Securities, Inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing technology, compliance, and practice-management support to affiliated advisors.

Keith Willey is a financial advisor with J. W. Cole Advisors, Inc. in Lake Elmo, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2021 and previously held roles at Equitable Advisors, AXA Advisors, and other firms. Outside of his advisory work, he is a partner at New Horizons BFS LLC and also works as a server at McCoy's Copper Pint. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, third-party investment manager access, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Melissa Bitting is a financial advisor at Principal Financial Services with 19 years of industry experience. She holds a Series 63 designation and has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company to support and manage retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Daven Kirubakeren is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 31 years of industry experience. He is also the owner of Gistel Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kirubakeren has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Joyce Murphy is a financial advisor at &Partners with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. She is also involved in fixed insurance sales, spending a small portion of her time on this activity. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or third-party managers.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Natalie Ostrand is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation. She has varied experience including roles at MPPL Financial and North Shore Bank, with a total of zero years of industry experience prior to joining Sequoia in 2026. Sequoia Financial Advisors 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 uses a combination of model and custom portfolio management with various investment vehicles and draws on fundamental, technical, and cyclical analysis supplemented by third-party research.

Kevin Green is a financial advisor with Sequoia Financial Group, L.L.C. in Bloomington, MN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Principal Securities INC and Principal Life Insurance Co, as well as a long tenure with Wells Fargo. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans, offering wealth planning, investment management, and retirement-plan advisory services. The firm utilizes both model portfolios and customized strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting ongoing research and due diligence.

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc., Hemingway Wealth Management, and United Planners Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm uses portfolio construction and oversight from Morningstar Investment Management and operates primarily with non-discretionary assets at scale.

Jennifer Wesley is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She serves as secretary of her condominium homeowners association, handling communications and coordinating meetings. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan advisory services through both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Joseph Young is a CFP® certificant and registered investment advisor with eight years of industry experience. He is currently with Savant Wealth Management and has previously worked at PrairieView Partners, Creative Planning, Wipfli Financial Advisors, Ameriprise Financial Services, and CliftonLarsonAllen Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust management.

Kyle Bartholomay is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at U.S. Bancorp Investments, Inc., Blaze Credit Union, and Concordia College. 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, third-party asset manager referrals, and access to alternative investments and lending solutions.

John Csargo is a CFP® professional with nine years of industry experience, currently serving at Cetera Planning Partners since 2026. He is also an accountant and partner at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis where he provides tax, consulting, accounting, and valuation services. Prior to joining Cetera Planning Partners, he worked at HK Financial Services, Inc. from 2017 to 2020. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Lisa Blevens is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Richfield Bloomington Credit Union, Infinex Investments, TD Ameritrade, CUNA Brokerage Services, Posta Credit Union, Transamerica Financial Advisors, and U.S. Bancorp Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model and delegating investment management to its representatives.

Isabella Swanson is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has previously worked at Carlson Capital Management, Creative Planning, LLC, The Walt Disney Company, and The Toro Company. 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, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Ryan Lundervold is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Gradient Advisors, LLC, and Lundervold Financial, LLC, the latter of which he also owns. He is the author of a book distributed for free to advisors and facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients through an extensive platform and service model.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Mark Larsen is a financial advisor with Oppenheimer based in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and customized performance reporting.

Ebenezer Mengistu is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Integrated Equity Management since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.