David Wymer is a financial advisor with Valic Financial Advisors in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Megan Kiel is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, third-party asset manager access, and custody services.

Robert Koch is a financial advisor at Cetera Planning Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at Cetera Planning Partners since 2026, following a 30-year tenure at Olsen Thielen & Co., a full-service CPA firm where he is an equity shareholder. Outside of his advisory role, he continues to work extensively in audit and tax compliance through his CPA firm. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services through Legacy Wealth Strategies, employing a diversified investment approach centered on mutual funds and ETFs aligned with client objectives and risk tolerance.

Benjamin Keziah is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience, previously working at Morgan Stanley. Outside of finance, he has experience in the restaurant industry with KAKU Sushi & Poke. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services using strategic allocation models and a variety of fee and account structures, complemented by access to the broader Goldman Sachs ecosystem.

Alexander Krueger is a Series 65 licensed financial advisor with Mariner, where he has worked since 2025. He has four years of industry experience, including seven years at C. C. Dunnavan & Co., Inc. Outside of his financial career, Krueger serves as an assistant coach for the Armstrong Cooper Youth Hockey Association, working with middle school players. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal research, and it integrates in-house tax and accounting services along with specialized family office and employer financial wellness solutions.

Joshua Rodgers is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Securian Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its “point-in-time” financial plans and managed account solutions.

Walter Flynn is a financial advisor with Focus Partners Wealth, LLC in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Churchill Management Group for 18 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Travis Bretoi is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Transamerica Retirement Advisors, LLC. His prior roles include positions at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as experience with TD Ameritrade from 2017 to 2020. Transamerica Retirement Advisors provides investment advice and education services primarily to participants in employer-sponsored retirement plans and IRA owners. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary investment recommendations.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Timofey Drozdov is a financial advisor at Mariner with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Focus Financial, Royal Alliance, and other financial institutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for firms of its size.

Christopher Reisdorf is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at LPL Financial and Investment Centers of America, Inc. Reisdorf provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. 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 advisers. The firm offers a wide range of portfolio management and consulting services and employs a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Mathew Thomsen is a CFP® professional with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked at firms including Ameriprise Financial Services Inc. and Summit Wealth Advocates, LLC. Thomsen holds a Series 66 license and is based in Edina, MN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s internal research and asset-allocation models to deliver tailored recommendations without exercising discretionary trading authority.

Donald Wilson is a financial advisor with United Planners Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior experience includes ten years at Focus Financial and Royal Alliance and Associates. Outside of advising, he serves as president of Don Wilson Inc., a separate business entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through roughly 359 advisors. The firm offers a combination of advisory and brokerage services, primarily managing assets on a non-discretionary basis.

Corrie Haux is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN, holding the ChFC® designation and Series 63 license. She has 26 years of industry experience, including roles at New York Life Insurance Co and Nylife Securities LLC since 2010. Eagle Strategies serves a diverse clientele of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Crystal Kelly is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Transamerica entities since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their approach incorporates portfolio construction and oversight powered by Morningstar Investment Management, providing both discretionary and non-discretionary advice to a broad client base.

Thomas Hoffman is a financial advisor with Principal Financial Services in New Brighton, MN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Waddell & Reed, LPL Financial, and Green Guardian Wealth Management before joining Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he has a rental arrangement for a condominium bedroom in New Brighton. 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 direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Beverly Brumbaugh Jr. is a CFP®-designated financial advisor with 39 years of industry experience, currently with Oppenheimer in Minneapolis, MN. He has been with Oppenheimer since 2009 and previously worked at Piper Sandler & Co. from 2000 to 2004. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Sabrina Karns is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at The Advocate Group, LLC, FPS Financial, Inc., and 1st Global Advisors Inc. In addition to her advisory work, she is licensed for insurance sales related to investment products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive platform including managed-account programs, access to third-party managers, retirement consulting, and custody/clearing services.

William Waterbury is a financial advisor with Guardian Life in St. Paul, MN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Guardian Life and its affiliated firms since 2006 and has worked at Park Avenue Securities since 2018. He serves as power of attorney for family members in non-investment-related matters. His firm, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Kendra Kotilinek is a financial advisor with Valic Financial Advisors holding a Series 66 designation and one year of industry experience. She has worked with Valic and AGIA since 2024 and has prior experience in education with several school districts. Outside of finance, she is involved with Up the Creek Bar & Grill. Valic Financial Advisors, Inc. serves primarily U.S. individuals including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes unified managed accounts with discretionary management and emphasizes technology and model solutions across its extensive client base.