Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He has been with D.A. Davidson since 2006 and holds Series 63 and Series 65 designations. Outside of his advisory role, Milbrath is involved in various real estate development and investment activities, including managing land development and rental property ventures. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and specialized programs for high-net-worth clients.

David Antonovich is a financial advisor with Eagle Strategies (New York Life) based in Eden Prairie, MN. He holds the Series 66 designation and has 14 years of industry experience. His career includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adam Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with Wealth Enhancement firms since 2011, including roles at Wealth Enhancement Brokerage Services and LPL Financial. Outside of advisory work, he is a commissioned notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and consulting services.

Amanda Gardner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has been with Wealth Enhancement Group and its affiliated entities since 2011. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focused on quantitative and fundamental analysis.

Eric Hemingway is a financial advisor with United Planners' Financial Services of America and holds a Series 63 designation. He has 27 years of industry experience and has held roles including managing partner of Hemingway Wealth Management and president of Chiswick Lane, Inc. He also serves as a volunteer on a community board in Plymouth, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Kerry Meath Sinkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2026. Prior to joining Hightower, she was involved with PKS Investments and Cetera, and has experience running her own advisory practices including Journey Strategic Wealth dba Meath Wealth Advisors. Outside of financial advising, she is involved in educational activities related to Ayurvedic medicine and provides financial education focused on the relationship between money, spirituality, and emotions. Hightower Advisors offers investment advisory and planning services to individual and institutional clients with an emphasis on manager selection and multi-manager solutions. The firm utilizes a broad range of investment vehicles and proprietary research to support portfolio construction and provides services including discretionary portfolio management, financial planning, and retirement consulting.

Gary Gullo is a financial advisor with NewEdge Advisors in Medina, MN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently with Mid Atlantic Capital Corporation since 2015, as well as serving as co-president of Olympus Financial Advisors since 2002. In addition to his advisory roles, he is involved in fixed, long-term care, and health insurance sales. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing strategies involving mutual funds, ETFs, and individual securities with regular portfolio reviews.

Jeffrey Dekko is a CFP® professional at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. He has worked with LPL Financial for 18 years and has been involved with Wealth Enhancement since 2003. Dekko also serves as a board member for Orion Advisor Technology. 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 approach using both passive and active managers, supported by an internal Investment Committee.

Phillip Strohm is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and previously worked at Meristem Family Wealth LLC for 16 years before joining Cresset in 2022. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Kristine Kircher is a financial advisor with &PARTNERS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she spent a combined 15 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of fundamental, technical, and quantitative investment strategies through proprietary models and third-party managers.

Lee Kitzenberg is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. He has been with New York Life Insurance Company and NYLIFE Securities LLC since 2003 and operates under the Promus Financial Group name for brokering insurance products. Outside of his advisory role, Kitzenberg volunteers annually at a Minnesota Medical Foundation winefest. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with diverse client types including defined contribution plans and charitable organizations.

Marcus Gardner is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Marcus has a background that includes roles in education and retail prior to his financial advisory career. Mariner serves a broad range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it maintains a notable integration of tax and accounting services alongside traditional portfolio management.

Paul Neri is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and The Huntington Investment Company. Outside of his advisory work, he serves as a substitute teacher for Wayzata Public Schools. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight Portfolios.

Mitchell Fiereck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Minneapolis, MN. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner of an investment real estate business, FIERECK PROPERTY GROUP LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Sara Sell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and SPS Commerce. Outside of her advisory role, she works as an independent contractor shopper for an online delivery service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process with a focus on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Adam Kuhlmann is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at Nuveen and Winslow Capital. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative family office capabilities.

Ted Vickerman is a financial advisor at TIAA-CREF with 12 years of industry experience. He has held prior roles at Ameriprise and Thrivent Financial. Outside of his advisory work, he owns and operates a seasonal holiday light installation business, Ted's Christmas Lighting, LLC. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers a range of customized and model portfolio solutions within a fiduciary framework.

Jacqueline Boldt is a financial advisor with Eagle Strategies (NY Life) in Edina, Minnesota, holding Series 63 and Series 66 licenses with one year of industry experience. She has worked with Eagle Strategies since 2026 and maintains concurrent roles at North Range Financial LLC and NYLIFE Securities LLC. Outside of her advisory work, Boldt has been involved in entrepreneurial ventures including Live and Love Studios, LLC since 2007 and previously operated Hot Dish Advertising, LLC. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services linked to insurance and annuity products. The firm offers multiple program types and emphasizes tailored advice, with the majority of assets managed on a non-discretionary basis.

Jeremy Myrum is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group from 2011 to 2018. 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, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Benjamin Mason is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Advanced Wealth Management Group, and Equitable Advisors. Mason is based in Golden Valley, MN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.