Kyle Schrieffer is a CFP®, CFA®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following prior roles at Ameriprise Financial Services and Raymond James Financial Services. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Aaron Self is a CFP® affiliated with Cresset Asset Management, LLC and has been with the firm since 2024. Prior to joining Cresset, he worked in education at the University of Missouri and several schools in Missouri. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach across a broad range of asset classes and utilizing both active and passive strategies.

Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Spencer Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across multiple asset classes.

Michael Armstrong is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding affiliations with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Olympus Financial Advisors dating back to 2005. Outside of his advisory role, he is also a vocalist who performs at funerals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized investment strategies, with a notable focus on plan sponsors and participants.

Aaron Hurley is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding the CFP® designation and Series 65 and 63 licenses. He has two years of industry experience and previously worked at Northwestern Mutual and US Bank. Outside of financial advising, he serves as adjunct faculty at Drexel University Kline School of Law, teaching courses in financial compliance, and is a member of the Institutional Review Board at the University of Minnesota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm serves individual clients by offering investment recommendations and annual financial reviews, with final trading decisions made by clients.

Jeffrey Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding a Series 63 designation and 21 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2014 and has been involved with Osseo since 1995. Outside of his advisory work, he participates annually in fundraising events for Ducks Unlimited and serves on the boards of the Marsh Lake private hunting club and the Orono Youth Hockey Association. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse 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 utilizes a range of proprietary and third-party investment strategies across multiple platforms.

Peter Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 23 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he serves as a trustee for a family trust. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Matthew Hadley is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Great Point Capital, LLC, West Coast Wealth Strategies, and eMoney Advisor, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Chapple is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His career includes tenures at Investors Financial Group, LLC and LPL Financial, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a broad array of asset managers and platforms to meet varied client objectives.

Levi Broersma is a CFP® and Series 66-licensed advisor with Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with two years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and CH Robinson. Outside of finance, he has been involved with Tokyo Grill Steakhouse for over ten years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through diversified, risk-class based portfolios that combine passive and active strategies, supported by an internal Investment Committee.

Clint Nelson is a CFP® with 19 years of experience in the financial industry. He is currently with Prime Capital Financial and has previously worked at Private Client Services and Cambridge Investment Research Inc. Outside of his advisory role, he serves as chair of the Central Minnesota Manufacturers Association golf committee. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services, including asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing both discretionary and non-discretionary account management with diverse investment strategies.

Stephanie Mattson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group over the course of her career. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management across multiple programs.

Christopher Paulson is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Orgel Wealth Management, CRI Securities, and Securian Financial Services. Outside of advisory work, he is involved in insurance wholesaling and marketing through Advisors Resource and acts as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer platform, Starlight Portfolios, that uses risk questionnaires to tailor client portfolios.

Dustin Peltier is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he operates Well-Being Wealth Strategies, LLC, a business he established to provide investment-related services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Derek Strong is a CFP® with eight years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at firms including Thrivent Financial and Hemingway Wealth Management, where he continues to serve as a financial planner. Strong is also licensed as a non-variable insurance agent in St. Louis Park, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Colton Higgins is a CFP® professional with two years of industry experience, currently serving as an advisor at Creative Planning. His prior roles include positions at NorthRock Partners and Carlson Capital Management. 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 approach with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques, supported by a large advisory team and centralized investment infrastructure.

Lucas Anderson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020 and has been affiliated with Investors Financial Group, LLC and LPL Financial, LLC since 2020. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a network of investment adviser representatives and provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Courtney Ruiz is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been associated with Eagle Strategies since 2023 and also operates Veritas Financial Strategies, LLC, where she sells New York Life products and services. Outside of her advisory role, Ruiz serves as an election judge in Washington County, Minnesota. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Nancy Hughes is a CFP® with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. since 2024. Her prior roles include positions at Waypoint Capital Advisors and Be Financial Wealth Management. She serves as Chair of the Board for Interfaith Outreach Community Partners, a nonprofit focused on community support and stability. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.