Adam Landvik is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Private Advisor Group since 2022 and concurrently associated with Investors Financial Group, LLC and LPL Financial, LLC since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various strategies tailored to client objectives and risk tolerances.

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 Meschen is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with D.A. Davidson since 2014. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, utilizing both qualitative and quantitative analyses, and is notable for its involvement in municipal advisory and underwriting activities as well as its specialized wealth management programs.

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.

Mark Schlumpberger is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at Ameriprise, American Bank, Bank of Bozeman, and Aaron's, Inc. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Dobbins is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Thrivent Financial For Lutherans and associated investment management firms for over 20 years before joining Principal and related entities in 2023. Outside of his advisory role, he coaches third-grade boys' basketball and works in ski equipment sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Catherine Jenson is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Outside of advisory work, she is an agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors serves a diverse client base, including individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes, and provides comprehensive portfolio management, financial planning, and retirement-plan services.

Hannah Poss is a financial advisor at Mariner with a Series 65 credential. She has experience working at PricewaterhouseCoopers, LLP for seven years and joined Mariner in 2026. Prior to her professional career, she was affiliated with the University of Minnesota for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides a range of strategies across equities, fixed income, alternatives, and digital assets, while also delivering integrated tax and accounting services uncommon for firms of its size.

Jack Mcnamara is a CFP® with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Landmark Wealth Management Group and involvement in the insurance sector through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a strategy centered on allocating across third-party independent managers, utilizing both active and passive approaches, supported by a formal due-diligence process and proprietary investment vehicles.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by various advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Garrett Engman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with J.W. Cole Advisors and its affiliated entities since 2018, previously working at Equitable Advisors and AXA Advisors. Engman is also a partner in New Horizons BFS LLC, where he provides client advice and financial services. J.W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of discretionary and non-discretionary strategies.

Brett Haukedahl is a financial advisor with Commonwealth Financial Network in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2017 and also operates Haukedahl Financial Services, LLC, which facilitates securities, advisory, and insurance business. Prior to Commonwealth, he worked at Capital Management Securities, Inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing technology, compliance, and practice-management support to affiliated advisors.

Keith Willey is a financial advisor with J. W. Cole Advisors, Inc. in Lake Elmo, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2021 and previously held roles at Equitable Advisors, AXA Advisors, and other firms. Outside of his advisory work, he is a partner at New Horizons BFS LLC and also works as a server at McCoy's Copper Pint. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, third-party investment manager access, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Melissa Bitting is a financial advisor at Principal Financial Services with 19 years of industry experience. She holds a Series 63 designation and has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company to support and manage retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Daven Kirubakeren is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 31 years of industry experience. He is also the owner of Gistel Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kirubakeren has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. 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 their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Joyce Murphy is a financial advisor at &Partners with 17 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. She also engages in fixed insurance sales as a part of her professional activities. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a range of analytical approaches and proprietary as well as third-party investment strategies.