Angela Thomas is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, she spent 11 years at KDV Wealth Management LLC. 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 assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies such as direct indexing and tax-loss harvesting.

Michael Porter is a financial advisor at Mariner with one year of industry experience. He previously worked at Cahill Financial Advisors and Ameriprise Financial DBA Confetti Wealth. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and offers a variety of strategies across asset classes, along with integrated tax and accounting services uncommon for a firm of its size.

Brendon Frazier is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier serves in the Colorado Army National Guard, a role he has held since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

David Bender is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Atlas Wealth & Retirement. He is also involved in fixed insurance products, including fixed life, fixed annuity, disability, long-term care, health, and Medicare supplemental contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of related implementation services provided through affiliated entities.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, providing services such as retirement plan advisory, comprehensive financial planning, and private wealth management.

Brent Lange is a financial advisor at Mariner Wealth Advisors with seven years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Carlson Capital Management LLC, Merrill, Bank of America, N.A., and the Office of the Comptroller of the Currency. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with an emphasis on tax and accounting integration and specialized operational services such as family office and employer financial wellness solutions.

Ryan Drake is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2018 and joined Beacon Financial Group in 2024. Outside of his advisory role, he is also licensed as an agent for fixed life and annuities, disability, long-term care, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Radmanovich is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and three years of industry experience. He has worked at AE Wealth Management and affiliated entities since 2022 and is involved in business coaching and planning through PTFT Group LLC. Outside of his advisory roles, Radmanovich provides caregiver support and financial management assistance through Partners In Community Supports. 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.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Skaar is licensed to sell life insurance and fixed annuity products in Minnesota and has expressed interest in offering these products if the opportunity arises. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jack Helmich is a financial advisor at &PARTNERS in Bloomington, MN. He holds Series 65 and Series 63 licenses and has recently entered the industry. His background includes roles at Provision Financial Group and Doordash Inc. Outside of finance, he has experience with T and T Boatworks. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines registered investment adviser and broker-dealer services, offering portfolio management with proprietary and third-party strategies through the Envestnet platform, and engages in unique revenue activities such as municipal advising and investment banking.

Nathan Wenner is a financial advisor at Creative Planning with 23 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors for four years and Hewins Financial Advisors for sixteen years. Wenner is involved in overseeing the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. 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 emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while offering institutional and retirement plan services through a network of more than 1,100 advisors.

Christopher Simenson is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Agia, Edward Jones, and Pacific Union Financial. Outside of his advisory role, he is involved in indoor golf entertainment consulting through his ownership of SSGS, LLC and a consultant position with Sota Sims Golf, LLC. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 UMA models with options for tax and ESG overlays.

David Engler is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial and Hiway FCU Investment Services, where he worked for 18 years each. Outside of his advisory work, Engler is an independent author and writer, a coaching clinic coach, and a group fitness instructor at the YMCA. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and extensive collaboration with banks and credit unions.

Taylor Winbush is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with firms including Mass Mutual Investors Services, Allianz Life Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, he participates as an associate in promotional tasting events for various beverage brands. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services through programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Naomi Savolainen is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she is the owner and designer of Mimiomi Jewelry, a jewelry design and fabrication business. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm offers comprehensive retirement-plan advisory and pension consulting services and supports a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

Philip Burfeind is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at Great Waters Wealth Management, Advisornet Wealth Management, and DST Systems. Outside of his advisory work, he is a general partner in Teranord Capital LLC, a real estate company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and additional financial wellness offerings.

Joseph Masciopinto is a financial advisor with Creative Planning holding a Series 66 designation and 12 years of industry experience. His career includes roles at BrganKDV Wealth Management, Lockton, Kestra Financial, Gallagher Benefit Services, Global Retirement Partners, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he serves as an assistant coach for the U10 age group at Team Gilboa Ski Club of Minnesota, focusing on alpine ski racing for children aged 8 and 9. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Paula Price is a CFP® professional based in St. Paul, MN, with seven years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Prairieview Partners for 12 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related financial services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.