Nathan Moen is a CFP® professional with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Alerus, Moen Insurance Group, The Oak Ridge Financial Services Group, and Ameriprise Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Timothy Boys is a financial advisor with Principal Financial Services in Eden Prairie, MN, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., which provides group life, dental, disability, and retirement insurance solutions. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

David Gottesman is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and possessing 21 years of industry experience. His career includes roles at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages 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, retirement and plan consulting, and custody/clearing services.

Nicholas Roth is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. His career includes roles at LPL Financial and Secured Retirement Financial, as well as academic positions at the University of St. Thomas and Creighton University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses diversified, risk-class based investment strategies combining passive and active management, supported by an internal Investment Committee.

Aaron Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Commonwealth Financial Network and The Rein Group, as well as earlier positions at Blue Ops and the University of St. Thomas. 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 around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses, bringing 31 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been affiliated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management since 2010. Outside of his advisory roles, he is involved in fixed insurance sales and owns businesses that provide financial consulting and non-investment services to pre-retirees and retirees. 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 representatives. The firm offers a range of investment management and financial planning services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Heather Bantle is a financial advisor with Primerica Advisors based in Minneapolis, MN, holding a Series 63 designation and 15 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she holds an agent appointment with an insurance company. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.

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.

David Mchenry is a financial advisor at &PARTNERS with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. There are no other notable outside activities reported. &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 and financial planning services using a combination of fundamental, technical, and quantitative analysis, with advisory and brokerage services provided through a dual registration as a registered investment adviser and broker-dealer.

Mack Farley is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Kestra Advisory since 2018, following prior roles at Ameriprise Financial Advisors and Northwestern Mutual. He is involved in financial planning, client reviews, and due diligence through his position as a Registered Field Assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Gregory Haywood is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years at CETERA Advisor Networks LLC and two years at LPL Financial. He is based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Haley Hausman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has previously worked at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she has worked part-time selling tacos at the Minnesota State Fair through the Taco King food booth. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

James Sioris is a financial advisor with Cresset Asset Management, LLC in Minnetonka, MN, holding Series 66 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Meristem Family Wealth LLC for 15 years before joining Cresset in 2022. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with services including wealth management, portfolio management, retirement plan consulting, and family office services. Its investment approach combines strategic asset allocation, active and passive management across multiple asset classes, and the use of third-party managers alongside tools such as artificial intelligence and machine learning.

Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2013 and with Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary technology and third-party models from Morningstar Investment Management to provide both managed portfolios and non-discretionary recommendations to a large client base.

Kenneth Ericson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Wipfli Financial Advisors, and Wells Fargo Bank, N.A., where he worked for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Jeannine Lillard is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and Abott Downing. Outside of finance, she owns a business assisting individuals with home organization and supports a local hair salon with project management. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party and proprietary investment strategies.

Kyra Rosenwinkel is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wealth Enhancement in 2017, she worked at Fagron, Inc. for one year. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing diversified, risk-class based investment strategies that combine passive and active managers overseen by an internal Investment Committee.

Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.

Haley Hoskin is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2025, Haley was affiliated with Magnetic North Advisors and Priebe Wealth starting in 2023, and previously worked at LPL Financial LLC and Berger Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services that include vendor searches, plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.