Jeffrey Kotsmith is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2015. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, providing a range of services such as 3(21) and 3(38) retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Timothy Anderson is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various First Command entities since 2018. Anderson also serves in the Minnesota Army National Guard, where he has been active for over 20 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Leah Brooks is a Certified Financial Planner® with eight years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has prior experience at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is involved as a wealth advisor with CBS and DPL Financial Partners and serves as an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lisa Luebeck is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Mutual of Omaha Investor Services and Park Avenue Securities. Outside of her advisory role, she is also a freelance musician. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions.

David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Tyler Stilp is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has held roles outside the investment industry, including as a premium seating host for the Minnesota Vikings and as an assistant varsity baseball and football coach for Chisago Lakes Athletics. 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 a range of investment strategies, including strategic and dynamic asset allocation models and the use of ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Thomas Devore is a Series 66-licensed financial advisor with Valic Financial Advisors in Edina, MN. He has one year of industry experience and previously worked in education and retail, including a five-year role in the English Program in Korea and a position at Whole Foods Market. He has also served with AmeriCorps through Notre Dame Mission Volunteers and La Puente, Inc. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing technology and unified managed accounts to support its client base.

Joseph Frissora is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior roles include positions at Commonwealth Financial Network, Greenwald Wealth Management, and Schwarz Dygos Wheeler Investment Advisors. He is involved with Manual.Care, LLC, providing financial education through guest speaking and panelist engagements. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s approach combines discretionary, customized portfolios with both in-house research and third-party manager allocations, supported by extensive tax, accounting, and financial wellness services.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is the sole proprietor of Cadlee Company, LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activity.

Blake Peterson is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include 14 years at RBC Capital Markets and time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs on the Envestnet MAS platform.

Elise Hartwig is a CFP® professional with seven years of industry experience. She has worked at Commonwealth Financial Network and Integrated Equity Management since 2025, and previously spent six years at Morgan Stanley in various roles. Outside of advising, she has experience in fixed insurance sales conducted at her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, and custody services, providing a comprehensive platform for portfolio implementation and client service.

Nicholas Negrini is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including five years with Wells Fargo Wealth Management. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The institute delivers impersonal, non-discretionary model portfolios and research developed through team-based qualitative and quantitative analysis for internal and limited external use.

Thomas Nowariak is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently affiliated with Carlson Capital Management LLC and Sequoia Financial Group, L.L.C. in Bloomington, MN. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a range of investment strategies using model allocations and custom solutions, combining fundamental, technical, and cyclical analysis with third-party research and due diligence.

Caleb Landry is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J. W. Cole Advisors, he worked in education and construction roles and has experience as a restaurant server and an insurance agent. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers, offering portfolio management, financial planning, third-party manager access, and various managed account solutions.

Brendan O'Sullivan is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and previously worked at Wells Fargo Wealth Management from 2010 to 2021. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Richard Ramsay is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, following an 11-year tenure at SII Investments, Inc. Outside of his advisory role, Ramsay is involved in real estate development and management through several ventures including Lexington Development and Apres All Day. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Joep Hogervorst is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise Financial Services, LGM Wealth Management, LPL Financial, and Wells Fargo in various capacities. Outside of his advisory work, he serves as a ski instructor for children. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model combining third-party managers and proprietary Private Bank offerings, with advisory arrangements typically structured as wrap-fee programs.

Jordan Mills is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Mills holds Series 63 and Series 65 licenses and has a minority ownership interest in Wipfli Financial Advisors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, supported by affiliated legal and accounting resources.