Kyle Girard is a financial advisor with Kestra Advisory, holding the Series 63 and Series 65 designations and bringing 16 years of industry experience. He has held various roles across Kestra Advisory Services LLC, Kestra Investment Services LLC, Gallagher Fiduciary Advisors, and The KNW Group, among others. Girard serves as a senior retirement plan consultant, managing relationships for defined contribution retirement plan clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including vendor searches, plan design, fiduciary consulting, and plan-level investment advice, supported by due diligence and a broad set of management platforms.

Robert Regenfuss is a financial advisor with Transamerica Retirement Advisors, LLC in Cottage Grove, MN. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to his current role, he has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2007. Outside of advisory work, he is involved in a real estate renovation business where he participates in project coordination and labor. 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 provided by Morningstar Investment Management to offer asset allocation and retirement guidance to a large client base.

Samuel Vujovich is a CFP®-certified financial advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His work history includes positions at LPL Financial LLC and Wealth Enhancement Group. Outside of finance, he has experience in the restaurant business and has worked in education and other roles prior to his advisory career. 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 across a large advisor network, utilizing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Bruce Santjer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and has prior experience at LPL Financial. Outside of advising, he is involved with Wealth Enhancement Group as an insurance agent selling traditional insurance, fixed annuities, disability, and long-term care products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, overseen by an internal Investment Committee, and offers various financial planning, asset management, and specialized retirement consulting services.

Sandra Harder is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and previously worked at The Johnston Group for seven years before joining Creative Planning in 2019. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Mitchell Schommer is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Landmark Wealth Management Group. His background includes roles outside finance, such as positions with the City of Prescott and Churchill Marketing & Storage. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Karen Roehrich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. Her prior experience includes roles at J.W. Cole Financial, Inc., New Era Financial Advisors, Inc., and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Leonard Larson is a Series 65-licensed financial advisor with one year of industry experience. He is currently affiliated with Commonwealth Financial Network and Integrated Equity Management. His prior work includes roles at Dallas Baptist University, DoorDash, LifeTime Fitness, Level Up Soccer Coaching, and St. Paul Academy & Summit School. 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 offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Christine Heine is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Hemingway Wealth Management since 2019 and previously held positions at Wealth Enhancement Advisory Services, LPL Financial, Ameriprise, and Morgan Stanley. Outside of advisory services, she is a licensed notary public in Minnetonka, MN. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodians, third-party money managers, and platform programs, and manages approximately $12.77 billion in assets.

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 at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she owns a mortgage business under Tri-Eagle Inc. and is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party managers.

Benjamin Daggett is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing Services, and Riversource Distributors. In addition to his advisory role, he is a commissioned notary. 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 utilizes a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Noah Tesch is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2016 to 2026. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

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.

Dana Anderson is a Certified Financial Planner™ (CFP®) with nine years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at Ameriprise Financial Services, Inc. and LPL Financial LLC. Outside of her advisory role, she manages a short-term vacation rental business. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee, and offers a range of implementation tools and services across a large network of advisors.

Tyler Christenson is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, Investors Financial Group, LLC, and LPL Financial. Christenson provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms while utilizing third-party managers and wrap programs.

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.