Matthew Hadley is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Great Point Capital, LLC, West Coast Wealth Strategies, and eMoney Advisor, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Chapple is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Investors Financial Group, LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions, including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Christopher Paulson is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Orgel Wealth Management, CRI Securities, and Securian Financial Services. Outside of advisory work, he is involved in insurance wholesaling and marketing through Advisors Resource and acts as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer platform, Starlight Portfolios, that uses risk questionnaires to tailor client portfolios.

Dustin Peltier is a CFP®-designated financial advisor with 18 years of industry experience, currently with Guardian Life and its subsidiary Park Avenue Securities. He has worked with both firms since 2005, primarily at Park Avenue Securities. Peltier also operates Well-Being Wealth Strategies, LLC, a business he established in 2018. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Derek Strong is a CFP® with eight years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at firms including Thrivent Financial and Hemingway Wealth Management, where he continues to serve as a financial planner. Strong is also licensed as a non-variable insurance agent in St. Louis Park, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Kerry Matthews is a financial advisor with Eagle Strategies (NY Life) in Lakeville, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Matthews is also the owner of North Range Financial LLC, a sole proprietorship through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Colton Higgins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes four years at NorthRock Partners and four years at Carlson Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and fixed income management and private market investments, managing approximately $295.6 billion in client assets.

Lucas Anderson is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, Investors Financial Group, and Ameriprise Financial Services. 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 integrates client goals with a range of investment strategies and third-party managers.

Courtney Ruiz is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has also been associated with Veritas Financial Strategies, LLC and New York Life Insurance Company in various roles. Outside of her advisory work, Ruiz serves as an election judge in Washington County, supervising elections to ensure fairness. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Nancy Hughes is a CFP® with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. since 2024. Her prior roles include positions at Waypoint Capital Advisors and Be Financial Wealth Management. She serves as Chair of the Board for Interfaith Outreach Community Partners, a nonprofit focused on community support and stability. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Eric Norman is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Investors Financial Group, LPL Financial, and Ameriprise. Norman provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model and a variety of managed account solutions, including proprietary and third-party strategies.

Emily Irwin is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing Services and Wells Fargo Bank. Irwin is a non-practicing attorney licensed in both Arizona and Minnesota. Cerity Partners advises a wide range of clients, including individuals, families, trusts, and institutional investors, offering customized wealth management services and access to alternative and private market investment solutions.

Lauren Koschmeder is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining VOYA, she worked at Akamai Investment Advisors and The University Club - Madison. In addition to her advisory role, she is an independent insurance agent involved in fixed insurance product sales. VOYA Financial Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of advisers using both affiliated and third-party investment products.

Anton Deden is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. He previously worked at Piper Jaffray & Co. for 14 years before joining D.A. Davidson in 2022. He holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to clients including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, serving clients under the Advisers Act fiduciary standard.

Timothy Ronning is a CFP® and Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 10 years at BerganKDV Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process with a range of portfolio management and retirement plan fiduciary services supported by a large advisory team and centralized infrastructure.

Bryce Bockin is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, holding a Series 66 credential and eight years of industry experience. He has worked at Goldman Sachs since 2022 and previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advisory work, he serves as a soccer referee with the United States Soccer Federation and is on the Board of Directors at Sigma Chi (University of Minnesota). Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources from across the Goldman Sachs ecosystem, providing strategic allocation models, specialized wealth programs, and a broad range of investment solutions.

Nicholas Johnson is a financial advisor with Carson Wealth in Bloomington, MN, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and SFM Insurance. Outside of his advisory work, he is involved in coaching and technical support at an indoor golf facility. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering tailored investment solutions.

Christopher Wollo is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 designation and has held roles at Strategic Tax & Business Consultants LLC and ISC Financial Advisors. Outside of his advisory work, he is involved in multiple business ventures including an advanced computing consulting company and a manufacturer of ammunition components. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on non-discretionary asset management.

Annette Baltes is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Prudential Life Distributors. Outside of her advisory work, she serves as a paid cantor and soloist at St. Mary of the Lake Catholic Church. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to a donor-advised fund.

Brendle Corpman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of his advisory role, Corpman is involved in administrative consulting through Corpman Contracting LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized allocation guidance and operates with a large client base focused primarily on non-discretionary assets.