Josiah Quick is a financial advisor with OSAIC Institutions, Inc. based in Maple Grove, MN. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure, delegating investment management to its advisers while offering firm supervision and various program options.

Alek Van Valkenburg is a CFP® and Series 65-licensed advisor with nine years of industry experience. He has been with Creative Planning since 2022 and previously worked at Gradient Advisors and Case Central. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and follows a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Garrett Groebner is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2014. He also has ongoing experience with Ohio National Financial Services since 2010. Outside of his advisory role, he is involved in life insurance and indexed annuities sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Jillian Hoffman is a financial advisor at &Partners with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, she has co-ownership in two print-on-demand merchandise businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by fundamental, technical, and quantitative analysis.

Lori Reiman is a financial advisor with Empower Advisory Group in Champlin, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Ameriprise Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Thomas Langseth is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc., as well as Spire Credit Union and Infinex Investments, Inc. His prior experience includes 13 years with Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a nationwide network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Global Financial Private Capital. Outside of his advisory work, he is a self-employed musician who plays drums in a band. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Gregory Gorman is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He has previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he occasionally competes in demolition derbies at local county fairs. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent investment adviser representatives, offering portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Jacob Mc Alpine is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018 and previously at Ameriprise Financial Services, Inc. from 2016 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary software and model portfolios from Morningstar Investment Management. The firm operates at scale primarily with non-discretionary assets and does not target high-net-worth or corporate clients in these programs.

Nuvia Solorzano Zambrano is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank, LPL Financial, Wells Fargo Clearing, and Wells Fargo Bank, NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Its investment programs use an open-architecture model combining third-party sub-managers with proprietary offerings and provide wrap-fee arrangements covering portfolio management, trade execution, and manager fees.

Grant Shaffer is a financial advisor at Equity Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and National Life Group prior to joining Equity Services. He is also active as an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Jason Priebe is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and operates several related businesses, including Magnetic North Tax & Accounting, which provides tax and accounting services. Prior to joining Kestra, he was associated with LPL Financial and managed his own advisory and wealth management firms. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting complex investment solutions within a supervisory framework.

Jeffrey Tiber is a financial advisor with Kestra Advisory Services who holds a Series 66 designation and has 27 years of industry experience. His prior career includes long tenures at New Century Financial Group, Commonwealth Financial, and Rmi. Outside of his advisory role, he serves as Vice President of New Century Group, LLC, a real estate management entity, and participates in real estate consulting and property management activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Randell Chumley is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities and SPC prior to joining J. W. Cole Advisors. Outside of his advisory role, he is president of Highland Money Management, Inc. and participates in local community service by delivering food to a local food shelf. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Timothy Schumacher is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Ameriprise Financial and The Leaders Group Inc. He is currently associated with Madison Avenue Securities and Advisors Excel in compliance advertising specialist roles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Cheryl Grochowski is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. She was previously with Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of her advisory role, she owns Treowth Wealth Advisors, where she prepares tax returns during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from large institutional investors to sovereign wealth funds.