Michael Huber is a financial advisor with Commonwealth Financial Network in Mendota Heights, MN, holding a Series 63 designation and 28 years of industry experience. He has worked at Pratt Kutzke and Associates LLP and Commonwealth Financial Network since 2012. Outside of his advisory role, he owns Huber Financial, LLC, a private entity for accounting and securities business operations, and is involved in fixed insurance sales under Pratt Wealth Management, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion in portfolio construction alongside centrally managed model portfolios and distinct program offerings.

Helen Johnson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 designations and 10 years of industry experience. She has worked at Wealth Enhancement and its affiliated entities since 2018 and previously at Ameriprise Financial Services, Inc. from 2015 to 2018. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and emphasizes diversified, risk-class based allocations combining passive and active managers through an internal Investment Committee.

Ann Senne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Ameriprise and RBC Capital Markets. She serves on the board of a nonprofit organization, providing advice to its leadership. Wealth Enhancement Advisory Services offers comprehensive 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 using a risk-class based investment process that blends passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.

Bradley Frane is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas and its affiliated entities since 2021 and was previously associated with Oneamerica Securities and Midwest Secure Retirement. Frane is also president of Midwest Secure Retirement, where he oversees, recruits, and trains a team of financial advisors. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing both firm-developed and third-party model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Jonathan Liang Sr. is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2023 and previously worked at CTB Financial Services, Ltd. for 21 years. 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 emphasizes a financial-planning-led investment approach that favors low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individual equity and bond management, and selective private market exposure.

Taylor Willox is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been involved with The KNW Group since 2012. In addition to his advisory role, he serves as a trustee for a family irrevocable trust, managing decisions related to the financial care of young beneficiaries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Travis Bezella is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is involved in managing residential rental properties through two separate LLCs. 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, supplemented by strategies such as direct indexing and tax-loss harvesting.

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.

Matthew Koelsch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Kowalski Financial, Inc. and Ameriprise Financial Services, Inc. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and a suite of retirement plan services.

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 in Roseville, MN, holding Series 63 and Series 65 credentials and having 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 freight and medical transportation business operated with a spouse, and serves as a director at SRG and Construction LLC, a sand, rock, and gravel processing company. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages substantial discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and RIA, supporting plan clients through affiliated retirement and recordkeeping entities.

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.

David Wymer is a financial advisor with Valic Financial Advisors in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Megan Kiel is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, third-party asset manager access, and custody services.

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.

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.