Ross Miller is a financial advisor with TIAA-CREF in Bloomington, MN. He holds a Series 66 designation and has 14 years of industry experience, including over 11 years with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard within its vertically integrated advisory model.

Michael Conlon is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Thrivent Financial for Lutherans, where he worked for 16 years. Conlon is a partner in Scott Wealth Planning LLC, a business focused on client relationship management and administration. 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 provides direct advisory programs, retirement plan consulting, and access to third‐party money manager asset allocation and separately managed account solutions.

Emily Miller is a financial advisor at Voya Financial Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Voya Financial and has held various positions in retail and education sectors. Outside of financial advising, she is employed at Life Time, a health and wellness company. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advice through multiple program structures with a predominance of non-discretionary arrangements and operates as both an SEC-registered adviser and a broker-dealer.

Michael Creazzo is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, having worked at several firms including Ameriprise, LPL Financial LLC, BMO Harris Bank, and Wells Fargo in various capacities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial services provided via National Financial Services.

Brandon Bailey is a financial advisor at United Planners Financial Services of America with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services. His other activities include serving as a resident insurance producer and insurance agent specializing in non-variable insurance and Medicare plans, as well as an associate with Lee Stoerzinger Wealth Management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and operates with a limited-partnership ownership structure that includes advisor transition support programs.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.

Andre Lanka is a financial advisor with VOYA Financial Advisors, Inc. in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Lanka is co-owner of Twin Pines Financial and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, focusing largely on recommendation-based, non-discretionary client relationships.

Jeffrey Tiber is a financial advisor with Kestra Advisory Services who holds a Series 66 designation and has 27 years of industry experience. His prior career includes long tenures at New Century Financial Group, Commonwealth Financial, and Rmi. Outside of his advisory role, he serves as Vice President of New Century Group, LLC, a real estate management entity, and participates in real estate consulting and property management activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Thomas Wrich is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a range of strategies and both proprietary and third-party portfolio management.

Kristy Schaffer is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Irwin Schaffer LLC and Prairieview Partners LLC for 18 years. 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, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Jacob Strucel is a financial advisor at Savant Wealth Management in St. Paul, MN, with two years of industry experience and a Series 65 credential. His prior roles include positions at Vanguard, Edward Jones, and PrairieView Partners. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated implementation services.

Adam Landvik is a financial advisor with Private Advisor Group, LLC in Roseville, Minnesota. He holds a Series 63 designation and has 25 years of industry experience. His prior work includes roles at Investors Financial Group, LLC and LPL Financial, LLC, where he has been affiliated since 2013. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

Jacob Anderson is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been with Wells Fargo in various roles since 2016, including his current position at the Investment Institute since 2026. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses. The firm’s advice is generally impersonal and non-discretionary, supporting affiliates with model portfolios and strategic insights developed through team-based qualitative and quantitative analysis.

Bridget Boyd is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, with 10 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients.

Travis Sundvall is a financial advisor with First Command Advisory Services in Bloomington, MN, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he served for 12 years with the Farmington Police Department. Sundvall is also the owner of Sundvall Financial LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amy Zinniel is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Boyum Barenscheer for five years before joining Mariner Wealth Advisors in 2020. Outside of her advisory role, she owns and manages an investment-related rental property. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides unique administrative and financial wellness solutions.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his advisory role, he serves as head coach for the Minnetonka Lacrosse Association. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering various investment programs that include discretionary and non-discretionary portfolio management as well as financial planning. The firm’s investment approach incorporates strategic and tactical asset allocation across multiple asset classes and employs both commission-based and asset-based fee structures.

Cameron Kerkes is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at The Vanguard Group and holds a paralegal specialist role with the Virginia Air National Guard, where he provides legal services to military personnel. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes a discretionary, committee-overseen investment approach that combines in-house research with third-party managers and includes tax and accounting integration uncommon at its enterprise scale.

Sarah Berggren is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She previously worked at CTB Financial Services, Ltd. for sixteen years before joining Creative Planning. 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a large advisory team managing approximately $217 billion in assets.