Taylor Thompson is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Joshua John Batalden, and Merrill Lynch Wealth Management. Before entering the financial industry, Thompson worked at United Parcel Service and has experience in education and athletics, including junior hockey. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm provides tailored recommendations across multiple program types, focusing primarily on non-discretionary asset management for individual and institutional clients.

Ryan Cusin is a financial advisor at Mariner Wealth Advisors in Bloomington, MN, holding a Series 65 credential with three years of industry experience. Prior to joining Mariner, he worked at CX Institutional, LLC and Gypsum Consulting, among other firms. In addition to his advisory role, he serves as an assistant hockey coach for the Rogers Youth Hockey Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines customized portfolio management with integrated tax and accounting services, supported by an internal investment committee and access to third-party managers.

James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Independent Financial Group since 2013 and also has longstanding ties to Heritage Financial Group Inc and Unum/Paul Revere Life Insurance Company. Ehrenkrook serves as an officer and director of Heritage Financial Group and is a board member of Birchwood Office Park of White Bear Lake Association, Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and employs multiple advisory programs, including AccessPoint, with custody and execution services provided by Pershing or Schwab.

Mark Kutzke is a financial advisor with Commonwealth Financial Network in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He is also the owner of Zenith Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. His prior work includes roles at Pratt Kutzke & Associates and Northstar Financial Partners, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and services along with back-office support in operations, trading, compliance, and practice management.

Michael Stern is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is a vice president and partner in MMB & Associates, LLC, an entity formed for personal liability purposes. 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 corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Lynn Pederson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Fidelity Investments, Riversource Distributors, Ameriprise Financial Services, LPL Financial, and Trustone Financial Credit Union. Outside of her advisory work, she is involved in bookkeeping and maintenance for Pederson Farms in Roseau, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance for a broad client base.

Sydney Wilson is a financial advisor at Beacon Pointe Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2024, Wilson worked at Landmark Wealth Management Group and held various roles including at Java Dock Cafe. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Gross is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he coaches a youth soccer team and has worked part-time as a Lyft driver and bartender. 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 UMA models for portfolio construction and management.

Brian Jakubiak is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014 and serves concurrently in the Minnesota National Guard since 1990. Outside of his advisory role, he is co-owner of Twin Pines Financial LLC and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, with a significant focus on non-discretionary advisory services.

Benjamin Lane is a Series 65-licensed financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, with six years of industry experience. Prior to joining Sequoia Financial Group in 2025, he worked at Carlson Capital Management, LLC from 2019 to 2025. 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 other institutional clients. 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.

Brent Martinson is a CFP® with 21 years of experience in the financial services industry. He is currently with Savant Wealth Management and has previously worked at firms including Empower Advisory Group, PNC Investments LLC, and Transamerica Investors Securities Corporation. Outside of his advisory role, he is an assistant coach for the Eagan Hockey Association, working with youth teams at the squirt and pee wee levels. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Lee Stoerzinger is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a CFP® designation and Series 63 and 65 licenses, with 32 years of industry experience. He is also an author of the book *On the Back Burner* since 2015 and serves as a member of the Rotary Club of North St. Paul/Maplewood/Oakdale and a board member at large for the Beacon Shores Association. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, through a network of 477 independent advisors. The firm offers a range of financial planning, portfolio management, and brokerage services via an open-architecture platform utilizing multiple custodians and third-party managers.

Brett Kahnert is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the financial services sector, including positions at Transamerica Investors Securities Corporation and Mass Mutual Investors Services. He served on the finance committee of Pilgrim Lutheran Church from 2015 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs focusing on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management for portfolio construction and oversight, managing a large client base predominantly with non-discretionary assets.

Kerry Meath Sinkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2026. Prior to joining Hightower, she was involved with PKS Investments and Cetera, and has experience running her own advisory practices including Journey Strategic Wealth dba Meath Wealth Advisors. Outside of financial advising, she is involved in educational activities related to Ayurvedic medicine and provides financial education focused on the relationship between money, spirituality, and emotions. Hightower Advisors offers investment advisory and planning services to individual and institutional clients with an emphasis on manager selection and multi-manager solutions. The firm utilizes a broad range of investment vehicles and proprietary research to support portfolio construction and provides services including discretionary portfolio management, financial planning, and retirement consulting.

Colin Farley is a financial advisor with Empower Advisory Group in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior positions include roles at Ameriprise Financial Services, Fidelity Investments, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s administrative platforms.

David Ehrenkrook is a CFP® with 18 years of industry experience, currently serving at Independent Financial Group, LLC since 2013. He also has a long tenure with Heritage Financial Group Inc dating back to 2005. Outside of his advisory roles, he is a freelance drummer and organizes a monthly business networking event called Hops and Handshakes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios delivered through discretionary and non-discretionary strategies tailored to clients’ risk profiles.

Jack Fay is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at RBC Capital Markets and Ehlers Investment Partners. He also serves as a trustee for a personal trust. 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 services. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Brad Sharp is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, FBL Financial Group, and U.S. Bancorp Investments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized and scalable retirement advice.

Kristine Kircher is a financial advisor with &PARTNERS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she spent a combined 15 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of fundamental, technical, and quantitative investment strategies through proprietary models and third-party managers.

Lee Kitzenberg is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. He has been with New York Life Insurance Company and NYLIFE Securities LLC since 2003 and operates under the Promus Financial Group name for brokering insurance products. Outside of his advisory role, Kitzenberg volunteers annually at a Minnesota Medical Foundation winefest. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with diverse client types including defined contribution plans and charitable organizations.