Cody Riesterer is a financial advisor at Mariner with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mariner in 2026, he worked at Altruist Financial LLC, Promus Financial Group, LLC, and Edward Jones, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services.

Lawrence Whipple III is a financial advisor with Corient, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Bank of America. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring with advanced risk management tools.

Jean Hegarty is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 35 years of industry experience. She has been with Guardian Life in various capacities since 2007 and currently also operates Hegarty Consulting Group, an employee benefits firm serving small businesses. In addition, she offers identity theft protection and prepaid legal services through a separate business activity. Jean is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients using a combination of proprietary and third-party investment advisory programs.

Roger Grumdahl is a financial advisor with Eagle Strategies (NY Life) in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2015. Outside of his advisory role, he serves as a Lutheran minister, occasionally performing wedding, funeral, or church services without compensation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives while managing a significant portion of assets on a non-discretionary basis.

Orobosa Ero is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Transamerica, Ero worked at Bank of America, Merrill, and Wells Fargo in various roles. Outside of finance, Ero is co-owner of Green Hills Transportation LLC, a family-run freight and medical transportation business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party investment models, with assets under management of approximately $2.1 billion as of late 2025.

Justin Kuitu is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 25 years of industry experience. His prior work includes positions at Cannaday Wealth Management, CETERA Advisor Networks LLC, and his own firms, Justin Kuitu Financial Services and Kuitu Financial Services, Inc. Outside of his advisory work, he serves as a sponsorship coordinator for the Westonka Youth Baseball Association. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Weier is a CFP®, CFA®, and Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 11 years at PrairieView Partners, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by centralized resources and affiliated legal, accounting, and trust services.

Kristopher Olsen is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for eight years before joining Hornor, Townsend & Kent in 2023. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Alexander Hachiya is a financial advisor with Kestra Advisory, holding a Series 66 designation and 11 years of industry experience. He has been with Kestra Investment Services, Kestra Advisory, and The KNW Group since 2016. In addition to his advisory role, he serves as a Wealth Transfer Associate reviewing life insurance policies and as a Senior Analyst in Advanced Sales designing life insurance options. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and has expertise with pooled employer plan arrangements and various management platforms.

Alexander Wallerich is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Kestra in 2017, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2017. Outside of his advisory work, he has been involved with The Railhouse Grill since 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Anita Kalafut is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners, Summit Wealth Advocates, and Paradigm Strategies in Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm distinguishes itself through ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning offerings, complemented by a diversified investment approach aligned with client objectives and risk tolerance.

Robert Koch is a financial advisor at Cetera Planning Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at Cetera Planning Partners since 2026, following a 30-year tenure at Olsen Thielen & Co., a full-service CPA firm where he is an equity shareholder. Outside of his advisory role, he continues to work extensively in audit and tax compliance through his CPA firm. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services through Legacy Wealth Strategies, employing a diversified investment approach centered on mutual funds and ETFs aligned with client objectives and risk tolerance.

Timothy Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Investors Financial Group, LLC and LPL Financial, LLC. He provides investment advisory services primarily through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Benjamin Keziah is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience, previously working at Morgan Stanley. Outside of finance, he has experience in the restaurant industry with KAKU Sushi & Poke. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services using strategic allocation models and a variety of fee and account structures, complemented by access to the broader Goldman Sachs ecosystem.

Brent Meyer is a CFP® professional at Cresset Asset Management, LLC with eight years of industry experience. He previously worked at Meristem Family Wealth LLC from 2013 to 2022 before joining Cresset. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2016. Bevanda is also a notary public for the state of Minnesota. 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 that combines passive and active strategies, supported by an internal Investment Committee.

Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.

Jason Priebe is a CFP® with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at LPL Financial and has operated several wealth management and advisory firms, including Priebe Wealth, LLC and Magnetic North Advisors. Outside of investment advisory, he manages a tax and accounting firm and an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.