Kathryne Stuempert is a financial advisor at Equity Services, Inc. with 28 years of industry experience. She holds a Series 63 designation and has worked with Equity Services since 2008. Outside of her advisory role, she has operated an Amway distributorship since 1984 and participates in a local business networking group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and frequently employs third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kurt Mazur is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing nine years of industry experience. He has been with Shamrock Wealth Management since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a platform with operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Brenda Aslyn is a financial advisor with OSAIC Institutions, Inc., holding Series 66, Series 63, and Series 65 licenses, and has 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Securities America, among others. 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, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Philip Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial Corporation, and Mutual Service Corporation. Anderson also sells fixed insurance products on occasion. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously operated The Johnston Group, LLC from 2011 to 2019 before joining Creative Planning. 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 employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by private market access and tax-efficient strategies, managing approximately $295.6 billion in client assets.

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.

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.

Murray Johnston Jr. is a financial advisor with OSAIC Institutions, INC. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience. Since 2012, he has been associated with Feltl and Company. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments through platforms like CAIS. The firm’s approach includes both advisory and brokerage solutions delivered primarily through a network of investment adviser representatives.

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.

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.

Jillian Hoffman is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining &PARTNERS. Outside of her advisory role, she co-owns two print-on-demand merchandise businesses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, offering a range of portfolio management solutions that utilize fundamental, technical, and quantitative analysis, including alternative and proprietary investment strategies.

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 one year of industry experience. He holds a Series 65 credential and has previously worked at Landmark Wealth Management Group and in various roles outside the financial industry, including positions at Papa Tronnoio's and the City of Prescott. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers through a structured due-diligence process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

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.

Claire Kingstad is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. She has held roles at Creative Planning, Global Organic Distro, the City of Minneapolis, VIA Actuarial Solutions, and Gallagher. Outside of advising, she is involved with Kingstad Event Technologists, a business providing event technology staffing and virtual event production. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental tactical options and integrated retirement plan services.

Lihua He is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also involved with Tri-Eagle Inc., which she uses to advertise her mortgage business. Additionally, she sells insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Nicholas Ovshak is a CFP® professional with seven years of industry experience, currently advising at Commonwealth Financial Network since 2021. His prior roles include positions at Fidelity Brokerage Services, Ameriprise Financial Services, and FPS Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider for affiliated advisors.

Stephen Sawyer is a financial advisor with Principal Financial Services in White Bear Lake, MN, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been affiliated with Principal Financial Services and related entities since 2026 and previously worked at OSAIC and Securities America. Outside of his advisory role, he operates The Sawyer Group, which involves the sale of non-registered insurance products and client outreach through a dedicated website. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

John Challas is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds the ChFC® designation and has worked at several firms including Centaurus Financial Inc., Allianz Life Insurance Company of North America, and Questar Capital Corporation. In addition to his advisory work, he is the owner and president of Challas Consulting, LLC, a business coaching firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and back-office services, serving individual and institutional clients across the United States.