Angela Ruffin is a financial advisor at The Huntington Investment Company with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Huntington National Bank and other related firms. Outside of finance, she owns and operates Moment for Life Photography, specializing in portrait and event photography. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary models, supporting various wrap-fee programs through the Envestnet platform.

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 ChFC® credentialed financial advisor with 34 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc., as well as Spire Credit Union and Infinex Investments, Inc. His prior experience includes 13 years with Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a nationwide network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Global Financial Private Capital. Outside of his advisory work, he is a self-employed musician who plays drums in a band. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

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.

Nuvia Solorzano Zambrano is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank, LPL Financial, Wells Fargo Clearing, and Wells Fargo Bank, NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its investment programs use an open-architecture model combining third-party sub-managers with proprietary offerings and provide wrap-fee arrangements covering portfolio management, trade execution, and manager fees.

Jason Priebe is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and operates several related businesses, including Magnetic North Tax & Accounting, which provides tax and accounting services. Prior to joining Kestra, he was associated with LPL Financial and managed his own advisory and wealth management firms. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting complex investment solutions within a supervisory framework.

Benjamin Meyers is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior experience includes roles at Wipfli Financial Advisors and teaching positions at the University of Minnesota - Duluth and Elk River High School. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated private market investment options.

Steven Carlson is a CFP® with 27 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2016. He also maintains roles with Securities America Advisors, Securities America Inc, and Spire dating back to 2013. Outside of advisory work, Carlson is CFO and a 24% owner of Lockleed International, LLC, a placement agency supporting veterans and military spouses. OSAIC Institutions, Inc. is an SEC-registered investment adviser offering customized financial planning, consulting, and ERISA plan services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model and emphasizes a diverse service platform including discretionary and non-discretionary accounts, alternative investments, and a lending marketplace.

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 with AE Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Ameriprise Financial and The Leaders Group Inc. He is currently associated with Madison Avenue Securities and Advisors Excel in compliance advertising specialist roles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

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 CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at JPMorgan Securities LLC, LPL Financial, and Priebe Wealth Holdings, LLC, where he continues to maintain an affiliation. Based in Maple Grove, MN, he is involved in advisory services through Kestra Advisory and manages wealth management business operations under Magnetic North Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from large institutional investors to 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.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.