Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. 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, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Shea Murphy is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. 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 for portfolio construction.

Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Sofia Weaver is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she worked at Charles Schwab and has various experience including roles at the University of Wisconsin-Madison and Wild Tomato. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Andrew Lucking is a CFP®-certified financial advisor with 21 years of industry experience. He is affiliated with Commonwealth Financial Network and Northstar Financial Partners, LLC, where he holds a part ownership interest. Outside of his advisory work, he serves as the bookkeeper for a hair salon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Patrick Lang is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2014. Outside of his advisory role, Lang is also involved in selling non-New York Life insurance products. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Cory Stilp is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Brookstone since 2019, following roles at Regal Investment Advisors and Aflac. He is also a licensed insurance agent involved in the solicitation and sale of insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as both a discretionary portfolio manager and sub-advisor to other advisory programs.

Peter Hunter Hanson is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Transamerica since 2018 and previously worked at Waddell & Reed, Inc. Hanson is also a partner in OneFaceBeauty LLC, a retail product sales business. 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 from Morningstar Investment Management to provide asset allocation and retirement guidance.

Thomas Landreville is a financial advisor with Creative Planning, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Creative Planning in 2023, he worked at BerganKDV Wealth Management, Ameriprise Financial Services, Northwestern Mutual, and Walmart Distribution Center. He also spent four years at Minnesota State University, Mankato, and was involved with Number 4 American Bar and Grill during that time. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Ryan Trabant is a CFA® charterholder with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Inc., and several other firms. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple asset classes.

Sydney Stabio is a CFP® professional at D.A. Davidson & Co. in Minneapolis, with 20 years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he serves as a director on the board of Trailwest Bank Corp., participating on its audit committee. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Stephen Varley is an advisor with Kestra Advisory in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with Kestra Advisory and related entities since 1999 and is the owner of an insurance business specializing in non-variable products. Varley also serves on the board of the Hill Murray School Foundation, a private Catholic school foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and various managed solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party relationships.

Lauren Griggs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has previously worked at U.S. Bancorp Investments, Ameriprise Financial Services, and Woodbury Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Connor Thielfoldt is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. His prior roles include positions at Morgan Stanley, Midwest Money Management Inc., and SPC. He serves on the board of directors for the Elko New Market Chamber of Commerce. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party managers for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis and integrates digital advice providers across multiple custodial platforms.

Alexander Theisen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Focus Forward and Ameriprise. Outside of his advisory role, he is also involved in insurance brokerage, assisting with insurance sales and service for Penn Mutual Life products through a related business. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

William Berigan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. Prior to this, he worked at UBS Financial Services for two years. Berigan is also the CEO and owner of Shamrock Wealth Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement customized portfolios through a combination of internally managed models and outsourced solutions.

Tucker Rohde is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cannaday Wealth Management DBA and Cannaday Bloom Wealth and Insurance Solutions. Outside of advising, he is involved in a small business venture focused on real estate short-term rentals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services feature direct advisory programs, financial planning, and access to third-party money manager solutions with ongoing client reviews conducted by its Financial Advisors.

Nicholas Halvorson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2001. Outside of his advisory role, he has modeled men's clothing for J Hilburn Clothing Company on a limited basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.