Erin Kasmarik Mallett is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has one year of industry experience. Her background includes roles at Zschool, Miliare Group, and World Financial Group Insurance Agency, alongside teaching positions at Anoka Ramsey Community College, American Public University, Concordia University St. Paul, and Southwest Minnesota State University. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Lori Reiman is a financial advisor with Empower Advisory Group in Champlin, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Ameriprise Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Thomas Langseth is a financial advisor at OSAIC Institutions, INC. with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Allianz Life Insurance Company of North America, Allianz Life Financial Services, LLC, Wells Fargo Investments, LLC, Spire Credit Union, and Infinex Investments, Inc. OSAIC Institutions, INC. is a hybrid SEC-registered investment adviser and FINRA member that serves individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a model that delegates investment management to its advisers while providing firm supervision.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at J. Alan Capital Management, LLC, Global Financial Private Capital, and he has operated J. Alan Financial, Inc. since 2000. Outside of financial advisory work, he is a self-employed musician and freelance drummer. 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 emphasizes model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Mark Johnson is a financial advisor with Eagle Strategies (NY Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions across multiple program types with an emphasis on non-discretionary asset management.

Anita Kalafut is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners, Summit Wealth Advocates, and Paradigm Strategies in Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm distinguishes itself through ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning offerings, complemented by a diversified investment approach aligned with client objectives and risk tolerance.

Jason Priebe is a CFP® with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at LPL Financial and has operated several wealth management and advisory firms, including Priebe Wealth, LLC and Magnetic North Advisors. Outside of investment advisory, he manages a tax and accounting firm and an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Benjamin Meyers is a Certified Financial Planner (CFP®) with five years of industry experience, currently with Creative Planning, where he has worked since 2022. Prior to that, he was with Wipfli Financial Advisors and has experience in educational roles at the University of Minnesota - Duluth and Elk River High School. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations, managing approximately $295.6 billion in client assets. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with access to private market investments and comprehensive fiduciary services.

Steven Carlson is a CFP® with 27 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2016. He has previously worked with firms including Securities America Inc., Spire, and Nationwide Investment Advisors. Outside of his advisory role, Carlson is a co-owner and CFO of Lockleed International, LLC, a placement agency supporting veterans and military spouses. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, operating a hybrid adviser/broker-dealer model that includes access to alternative investments and lending solutions.

Brandon Hanson is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He operates Gateway Financial Strategies, LLC, through which he brokers insurance products independent of his primary role. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services, often emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Timothy Schumacher is a financial advisor at AE Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial and Madison Avenue Securities. 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 utilizes discretionary model portfolios and multiple analytical strategies to serve approximately 127,000 clients through a standardized platform approach.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Transamerica, he worked at Ameriprise and was involved with Spin the Planet Enterprises and Froggy Hops. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. Their approach integrates proprietary portfolio models from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Aaron Imholte is a CFP® professional with seven years of industry experience, currently affiliated with Principal Financial Services. He has worked at firms including Baird and UnitedHealth Group. Imholte owns Imholte Management, LLC, established for entity planning and tax purposes related to his financial planning practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Challe is a financial advisor with Kestra Advisory Services in Maple Grove, MN. He holds the CFP® and Series 66 designations and has nine years of industry experience. Prior to joining Kestra, he worked at firms including LPL Financial, JPMorgan Securities, and Nicolet Advisory Services. He is involved with Magnetic North Advisors, an investment advisory business operating through Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design and compliance testing, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Todd Burgess is a financial advisor with Empower Advisory Group in Otsego, MN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at GWFS Equities, Prudential Customer Solutions, and Prudential Investment Management Services. Outside of advising, he works part-time as a greenskeeper at Cedar Creek Golf Course. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.

Michael Gerberding is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at JD Mellberg Financial and Wealth Planners Of America. In addition to his advisory role, he is a fixed indexed annuity and life insurance producer, meeting with clients to analyze and recommend insurance solutions based on their individual needs. Brookstone Capital Management is an SEC-registered adviser that provides 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 registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed account strategies.

James Rose is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Fisher Investments, and J.P. Morgan. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Jeffrey Kotsmith is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analyses.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

Collin Brown is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Creative Planning and previously worked at Wipfli Financial Advisers and the University of Minnesota - Duluth. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.