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 Certified Financial Planner™ at Commonwealth Financial Network with eight years of industry experience. He has worked at several firms including Fidelity Brokerage Services and Ameriprise Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting a wide range of investment options and portfolio implementation approaches.

Noah Tesch is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes six years at Ameriprise Financial Services, along with time at the YMCA prior to entering financial services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, focusing on annual financial reviews and tailored investment recommendations using Schwab's research tools and standard asset allocation models. The firm operates as an internal advisory unit within Schwab, delivering advice without charging clients directly for advisory services.

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.

Joshua Nokes is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also an agent with Agia. Outside of his advisory role, Nokes serves as a coordinator for the Farmington Youth Football Association, where he assists with coaching assignments and practice planning. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Evan Laleman is a CFP® professional with one year of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. in Bloomington, MN. Prior to joining Sequoia, he held roles at Carlson Capital Management, Avantax, and Summit Wealth Advocates, and has experience working at the University of St. Thomas and Canterbury Park. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a mix of model and custom portfolio management strategies, utilizing a variety of investment vehicles and conducting research through fundamental, technical, and cyclical analysis supplemented by third-party due diligence.

Cambria Monson is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Savant, Monson held roles at Beacon Pointe Advisors, the University of Denver, Northwestern Mutual, IPS Strategic Capital, and Home Depot. Monson also has experience working in plumbing and heating as well as at a golf course. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust service entities.

Jon Rusten is a financial advisor with Eagle Strategies (New York Life) based in Woodbury, Minnesota, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Rusten volunteers with the University of Minnesota College of Education and Human Development, assisting in the development of financial literacy programs for young adults across various education levels. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs and emphasizes tailoring solutions to client objectives, with most assets managed on a non-discretionary basis.

Joseph Wienke is a financial advisor with NewEdge Advisors in Woodbury, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Foundation Medical, Gemini Medical, and Wright Medical Technologies. Wienke also provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools, along with centralized due diligence and ongoing monitoring of managers and strategies.

Spencer Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across multiple asset classes.

Aaron Hurley is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding the CFP® designation and Series 65 and 63 licenses. He has two years of industry experience and previously worked at Northwestern Mutual and US Bank. Outside of financial advising, he serves as adjunct faculty at Drexel University Kline School of Law, teaching courses in financial compliance, and is a member of the Institutional Review Board at the University of Minnesota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm serves individual clients by offering investment recommendations and annual financial reviews, with final trading decisions made by clients.

Nicholas Flatness is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a board member of the Parachute Foundation and coaches youth soccer for the Mahtomedi Soccer Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Scott Ekholm is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He previously worked at LPL Financial for 22 years before joining Osaic and Blaze Credit Union. He serves as a successor trustee for a family trust. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

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.

Ian Greer is a Series 65-licensed advisor at Brookstone Capital Management LLC with less than one year of industry experience. His prior work includes roles outside finance, such as operating Triple C Car Detailing and positions with University of Iowa Recreational Services. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple advisory channels.

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.

Colton Higgins is a CFP® professional with two years of industry experience, currently serving as an advisor at Creative Planning. His prior roles include positions at NorthRock Partners and Carlson Capital Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques, supported by a large advisory team and centralized investment infrastructure.

Courtney Ruiz is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been associated with Eagle Strategies since 2023 and also operates Veritas Financial Strategies, LLC, where she sells New York Life products and services. Outside of her advisory role, Ruiz serves as an election judge in Washington County, Minnesota. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Lauren Koschmeder is a financial advisor with Voya Financial Advisors, Inc. in Bloomington, MN, holding a Series 66 credential and seven years of industry experience. She has been with Voya Financial Advisors since 2018 and also maintains a role with Twin Pines Financial. In addition to her advisory work, Koschmeder is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals and institutions such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides diversified services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.