Jon Kennedy is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, he worked for nine years at Waypoint Capital Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Daniel Stewart is a financial advisor at Creative Planning with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, Triad Advisors, Resources Investment Advisors, LPL Financial, and Channel Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously led The Johnston Group, LLC from 2011 to 2019 before joining Creative Planning in 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside access to private market investments and model portfolios.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Anthony Hamburge is a financial advisor with Principal Financial Services based in Lake Elmo, MN, holding Series 63 and Series 65 licenses and 6 years of industry experience. He previously worked at New York Life and Eagle Strategies before joining Principal and Green Guardian Wealth Management, where he offers financial planning and insurance solutions including life insurance and annuities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Erik Bohn is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has worked at Guardian Life and its related entities since 2014 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in insurance activities with other companies as appropriate. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.

Joshua Batalden is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been associated with Eagle Strategies and its affiliated entities since 2013 and also operates under the names Veritas Financial Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kingsley Calvo Jordan is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at RW Baird and Thrivent Financial. Outside of finance, he was involved with Margron Skoglund Wine for five years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools.

Murray Johnston Jr. is a financial advisor with OSAIC Institutions, INC. in Minneapolis, MN, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has worked at Feltl and Company since 2012 and previously spent four years with The Oak Ridge Financial Services Group, Inc. 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, operating with a hybrid adviser/broker-dealer structure.

Ronald Bickford is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial Corporation since 2009 and previously spent 12 years with Investors Financial Group, LLC. In addition to his advisory role, he sells fixed annuity and long-term care insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary services and uses a fiduciary-based model that incorporates a range of investment strategies often implemented through third-party managers and technology platforms.

Adam Netland is a financial advisor at Creative Planning with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Wipfli Financial Advisors and Keystone Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and a range of specialized advisory services.

Elizabeth Dehn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Private Advisor Group since 2022 and previously held roles at Investors Financial Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Ernest Draper is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Guardian Life and affiliated with Park Avenue Securities, where he has worked since 2011. Draper also engages in outside insurance sales involving non-Guardian life and disability policies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Robert Regenfuss is a financial advisor with Transamerica Retirement Advisors, LLC in Cottage Grove, MN. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to his current role, he has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2007. Outside of advisory work, he is involved in a real estate renovation business where he participates in project coordination and labor. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to offer asset allocation and retirement guidance to a large client base.

Sandra Harder is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and previously worked at The Johnston Group for seven years before joining Creative Planning in 2019. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Mitchell Schommer is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Landmark Wealth Management Group. His background includes roles outside finance, such as positions with the City of Prescott and Churchill Marketing & Storage. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Mai Walls is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at Allianz Life Financial Services and Messerli & Kramer PA. Outside of financial services, she has been involved with AmWay since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. 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.

Leonard Larson is a Series 65-licensed financial advisor with one year of industry experience. He is currently affiliated with Commonwealth Financial Network and Integrated Equity Management. His prior work includes roles at Dallas Baptist University, DoorDash, LifeTime Fitness, Level Up Soccer Coaching, and St. Paul Academy & Summit School. 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 about $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 range of investment options.

Christine Heine is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Hemingway Wealth Management since 2019 and previously held positions at Wealth Enhancement Advisory Services, LPL Financial, Ameriprise, and Morgan Stanley. Outside of advisory services, she is a licensed notary public in Minnetonka, MN. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodians, third-party money managers, and platform programs, and manages approximately $12.77 billion in assets.