Steven Blandino is a CFP® professional affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been a partner at The Rein Group, LLC, an entity focused on securities and insurance business, since 2006. Additionally, he is involved with EducateU LLC, which provides investment-related services, and offers Medicare and health insurance classes and consultations through Beyond Medicare. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios.

Susan Gloe is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Islam Elkaffas is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise and BMO Harris Financial Advisors. Outside of finance, he is involved in sports as a referee for Lifetime Fitness Ultimate Hoops and owns Dynasty Trade Calculator, a fantasy football service. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, with advisory arrangements largely composed of percentage-of-assets wrap fees covering portfolio management and trade execution.

Brian Williamson is a financial advisor based in Plymouth, MN, affiliated with Wealth Enhancement Advisory Services, LLC. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at LPL Financial, LLC and University of St Thomas. Wealth Enhancement Advisory Services offers 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 through a large network of advisors and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Shady Mansour is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and US Bank, as well as running Honest Brokerage and Book Keeping for ten years. Mansour is based in Minneapolis, MN. 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. The firm offers annual financial reviews, retirement planning discussions, and investment recommendations, with final trading decisions made by clients.

Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.

Keith Stommes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015, and has been associated with Wells Fargo since 2012. Outside of his advisory role, Stommes co-manages a rental property in Annandale, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses model asset allocations and portfolio oversight from Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance through both managed and non-discretionary advisory services.

Benjamin Schaefer is a CFP® with 29 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Advisory Services since 2001 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Schaefer is also licensed as an insurance agent, selling traditional insurance products and fixed annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Hannah Tesch is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She has worked in various roles at Charles Schwab and Farmers Insurance, as well as at Ameriprise Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Jonathan Henderson is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, J.P. Morgan Securities, and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Brian Hanson is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TLG Advisors since 2012. Outside of advisory services, he is involved in mortgage lending, including reverse mortgages, and sells life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory along with a direct-to-consumer program called Starlight Portfolios.

Camille Vukodinovich is a CFP® professional with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2022 and previously held roles at Meristem Family Wealth LLC, CliftonLarsonAllen Wealth Advisors, LLC, Wipfli Financial Advisors, LLC, Hewins Financial Advisors, LLC, and the University of Wisconsin-Madison. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, while using tools such as artificial intelligence and machine learning for research and analysis.

Stacy Johnson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Her prior experience includes roles at RBC Global Asset Management and RBC Capital Markets. She is a partial owner of SJS Advisory Services, LLC, a tax services firm founded by her husband, though she does not participate in its operations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Brian Craig is a ChFC® with 17 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life), where he has worked since 2014, and has prior experience with New York Life Insurance Company and NYLife Securities LLC dating back to 2009. He is also a passive investor in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Madeline Longo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Waypoint Capital Advisors and Ameriprise Financial, and held a position at the University of Wisconsin–Madison. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separate accounts.

Shane Harjes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cresset since 2019. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, the University of Colorado Boulder, and Filter Haus LLC. Harjes serves as treasurer for The Table Minneapolis, a charitable organization. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach that blends active and passive strategies, supported by a structured due diligence program and private fund management activities.

Tenielle Shallman is a CFP® professional with 24 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has worked at Wealth Enhancement Advisory Services since 2001 and Wealth Enhancement Brokerage Services since 2007, with prior experience at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic asset allocation using a combination of passive and active managers, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Daniel Ries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Transamerica Investor Securities Corporation and Transamerica Retirement Solutions since 2018 and previously at COUNTRY Capital Management Company from 2016 to 2018. Outside of his advisory role, he occasionally provides babysitting support for a family member receiving government-assisted daycare. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management and serves a broad client base with a focus on asset allocation and retirement planning guidance.

Edward Davies is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex Securities Corporation and Paychex Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.