David Bakker is a financial advisor with IHT Wealth Management LLC in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. He provides investment advisory services through IHT Wealth Management, an independent investment advisor firm. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors by offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms. The firm’s investment approach uses proprietary model portfolios combined with fundamental value screening, quantitative optimization, and periodic rebalancing.

Samantha Nelson is a financial advisor at The Oak Ridge Financial Services Group, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Outside of her advisory role, she officiates adult and youth basketball games for the Minneapolis Parks and Recreation Board. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

Aidan Chacon is a CFP® with two years of industry experience, currently advising clients at Boulay Wealth. Prior to joining Boulay, he worked at Orgel Wealth Management and has experience in educational roles at the University of Wisconsin, Eau Claire, and local schools. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations, offering portfolio management, financial planning, and retirement consulting. The firm uses a model-portfolio approach emphasizing diversification, cost control, and after-tax outcomes, supported by an integrated service structure including affiliated accounting and insurance firms.

Justin Gervais is a CFP® professional with 15 years of experience in the financial services industry. He is currently a financial advisor at AdvisorNet Wealth Partners and has held positions at firms including City National Bank and RBC Capital Markets. Outside of advising, he is involved in property maintenance through GHS Development LLC. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Brent Field is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Northrock Partners, LLC, where he has worked since 2006. He holds the Series 63 designation and is based in Minneapolis, MN. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and business entities, employing a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers. The firm integrates private market allocations and uses AI-supported tools for tax-aware investing and risk assessment while maintaining human oversight.

Lisa Greely is a financial advisor at Berger Financial Group with 27 years of industry experience. She holds a Series 63 designation and has worked at Berger Financial Group since 2021. Prior to this, she was with Purshe Kaplan Sterling Investments and Independent Financial Group. Outside of her advisory role, she owns and operates A&G Tax Services, LLC, a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning, utilizing proprietary, long-term investment strategies developed by an Investment Committee.

Patrick Moyneur is a CFP® credentialed financial advisor with 15 years of industry experience. He has been with JNBA Financial Advisors, LLC since 2001. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting for select clients such as professional athletes.

Casey Leanna is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Cannaday Bloom Wealth and Insurance Solutions and AnchorPoint Assurance. Her other business activities include sales and service of various insurance products such as life, annuities, disability, and group health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Mark Pletts is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Waypoint Capital Advisors, LLC for nine years. Outside of his advisory work, he serves as a board and executive committee member for Matter NGO, a nonprofit focused on community improvement. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Kurt Mazur is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds a Series 66 designation and has worked at Shamrock Wealth Management since 2015. 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 custody services, providing advisors with multiple portfolio implementation options and back-office support.

Brenda Aslyn is a financial advisor at Osaic Institutions, Inc. with 25 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has worked at Wells Fargo Bank, Wells Fargo Clearing, Realty Group, and Securities America prior to joining Osaic Institutions. 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 and lending solutions, operating under a hybrid adviser/broker-dealer model.

Jon Kennedy is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, he worked for nine years at Waypoint Capital Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Daniel Stewart is a financial advisor at Creative Planning with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, Triad Advisors, Resources Investment Advisors, LPL Financial, and Channel Financial. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure.

Christopher Torborg is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Nordstrom. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and brokerage services and manages approximately $8.37 billion in discretionary assets under management.

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Creative Planning since 2019, following eight years at The Johnston Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs 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 client assets across more than 1,100 advisors and 151 offices.

James Robbins is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked for Meristem Family Wealth, LLC for 26 years before joining Cresset in 2022. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and a mix of active and passive investment strategies across various asset classes.

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 who holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Green Guardian Wealth Management, Principal Life Insurance Company, and New York Life-related firms. He is involved in providing financial planning and insurance solutions, including life insurance, annuities, and long-term care products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, often implemented on a discretionary basis.

Erik Bohn is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has worked at Guardian Life and its related entities since 2014 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in insurance activities with other companies as appropriate. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.