Todd Hedtke is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining TLG Advisors, he worked with Simplicity Investments, Integroz US LLC, Winning Abillities, and Allianz, where he spent 23 years. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client accounts managed through sub‑advisors and program platforms.

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jane Hyland is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as secretary on the board of directors for the St. Albans Mill Condominium Association in Hopkins, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, LLC. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.

Matthew Salafia is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked with Thrivent Financial and its affiliated investment management firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations but does not exercise discretionary trading authority.

Jacob Rahbain is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked at NorthRock Partners LLC, TD Ameritrade, MML Investors Services, and Massachusetts Mutual Life Insurance Company. 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 provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Patrick Regan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Cresset Asset Management, LLC, where he has worked since 2022. Prior to joining Cresset, he spent 16 years at Meristem Family Wealth LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, third-party manager allocations, and a structured due diligence process across multiple asset classes.

Connor Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Ameriprise Financial Services, Inc., LPL Financial LLC, and Investors Financial Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Jeremy Green is a CFP® professional with 13 years of industry experience, currently serving at AE Wealth Management, LLC. His career includes roles at Madison Avenue Securities and Advisors Excel, among others. Outside of his advisory practice, he owns Wealth Strategist Designs, providing insurance and tax services as well as expert witness support. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs delivered through a high client-to-advisor ratio and a platform-focused approach.

Heather Pape is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 66 credential and has prior experience at LPL Financial LLC and Charles Schwab & Co., Inc. Outside of her advisory role, she is a notary. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standard Schwab asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party money managers.

Steven Lindell is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Landmark Advisors, where he is also involved in investor relations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account options.

Nicholas Lawton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Pilot Capital Management Corp and MWA Financial Services Inc., and he has been associated with Solidarity Financial, Inc. for over 20 years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and offers both centralized and individualized investment strategies, with notable capabilities in retirement-plan advisory and pension consulting.

Jeffrey Doom is a CFP® with 26 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at Merrill and LPL Financial. Doom also owns and manages farmland in Minnesota through a family partnership. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to deliver tailored investment solutions.

Andrea Debevec is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2017. Her practice is based in Plymouth, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

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.

Jon Crow is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Cresset and its related entities since 2019, including serving as president of Cresset Trust Company. Prior to that, he spent 17 years at Meristem Family Wealth LLC. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations, offering portfolio management, wealth planning, and private fund advisory with a focus on diversified, asset-allocation-driven strategies.

Anna Osborn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following prior roles at MML Investors Services and MetLife Securities. In addition to her advisory work, she is a registered notary public in Minnesota. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.