Luke Murray is a CFP® professional with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent four years at Prairieview Partners and 21 years at Fiduciary Counselling Inc. He is based in St Paul, MN. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated entities offering accounting, legal, and trust services.

Matthew Masyga is a CFP® with five years of industry experience, currently affiliated with AE Wealth Management, LLC. His previous roles include positions at Lundervold Financial, Advisornet Wealth Management, SBI Wealth Management, Merchant's Bank, and the University of St. Thomas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.

Bryan Bohlman is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services focused on asset allocation, contribution guidance, and retirement planning. The firm’s advice utilizes Morningstar Investment Management’s portfolio models and serves a large client base primarily through non-discretionary asset management.

Paul Bromelkamp is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Fidelity Investments and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations while clients retain final trading decisions.

David Koller is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2001 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Additionally, he serves on the board of directors for a newly formed condominium association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Daniel Lanasa is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Ameriprise Financial Services and CRI Securities. Lanasa is also involved in fixed insurance sales, dedicating part of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice.

Alexander Simpson is a financial advisor at Goldman Sachs Wealth Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm tailors strategies using proprietary models and integrates capabilities across the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Ameriprise and Transamerica’s affiliated entities. He also worked with Spin the Planet Enterprises and Froggy Hops earlier in his career. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates primarily with a large client base and a high client-to-advisor ratio.

Adam Rogalla is a financial advisor with Transamerica Retirement Advisors, LLC. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base with a focus on non-discretionary assets.

Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Shea Murphy is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 for portfolio construction.

Andrew Lucking is a CFP®-certified financial advisor with 21 years of industry experience. He is affiliated with Commonwealth Financial Network and Northstar Financial Partners, LLC, where he holds a part ownership interest. Outside of his advisory work, he serves as the bookkeeper for a hair salon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Patrick Lang is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2014. Outside of his advisory role, Lang is also involved in selling non-New York Life insurance products. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Peter Hunter Hanson is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Transamerica since 2018 and previously worked at Waddell & Reed, Inc. Hanson is also a partner in OneFaceBeauty LLC, a retail product sales business. 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 from Morningstar Investment Management to provide asset allocation and retirement guidance.

Thomas Landreville is a financial advisor with Creative Planning, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Creative Planning in 2023, he worked at BerganKDV Wealth Management, Ameriprise Financial Services, Northwestern Mutual, and Walmart Distribution Center. He also spent four years at Minnesota State University, Mankato, and was involved with Number 4 American Bar and Grill during that time. 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 that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Ryan Trabant is a CFA® charterholder with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Inc., and several other firms. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple asset classes.

Sydney Stabio is a CFP® professional at D.A. Davidson & Co. in Minneapolis, with 20 years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he serves as a director on the board of Trailwest Bank Corp., participating on its audit committee. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Lauren Griggs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has previously worked at U.S. Bancorp Investments, Ameriprise Financial Services, and Woodbury Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.