Judson Beeskau is a CFP® with 18 years of industry experience, currently serving at Prime Capital Financial. He has held roles at Private Client Services and Cambridge Investment Research. Beeskau is president of Beeskau Financial Services and serves as vice president of finance on the board of the Twin Cities Society for Human Resource Management. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides asset management, financial planning, qualified retirement plan services, and family office offerings through a variety of discretionary and non-discretionary investment strategies.

Tonya Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2011. In addition to her advisory role, she is a commissioned notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by an internal Investment Committee and comprehensive research incorporating quantitative and fundamental analysis.

Tyler Jensch is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes 13 years at Thrivent Investment Management Inc. and one year at Raymond James & Associates, Inc. before joining his current firm. 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 using a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Isabella Swanson is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has previously worked at Carlson Capital Management, Creative Planning, LLC, The Walt Disney Company, and The Toro Company. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Thomas O Hara is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds a Series 66 designation and has prior experience at One River Asset Management, Ernst & Young, and PricewaterhouseCoopers. He is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Zachary Wahl is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2017 to 2022. Wahl also has experience in academia, having been with the University of Minnesota Duluth from 2013 to 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies that are monitored and rebalanced regularly.

William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Todd Hedtke is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining TLG Advisors, he worked with Simplicity Investments, Integroz US LLC, Winning Abillities, and Allianz, where he spent 23 years. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client accounts managed through sub‑advisors and program platforms.

Mark Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a variety of investment strategies tailored to client objectives.

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jane Hyland is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as secretary on the board of directors for the St. Albans Mill Condominium Association in Hopkins, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.

Matthew Salafia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Thrivent Financial and its affiliated entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Jacob Rahbain is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked at NorthRock Partners LLC, TD Ameritrade, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Patrick Regan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Cresset Asset Management, LLC, where he has worked since 2022. Prior to joining Cresset, he spent 16 years at Meristem Family Wealth LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, third-party manager allocations, and a structured due diligence process across multiple asset classes.

Connor Gaarder is a financial advisor with Private Advisor Group, LLC in Plymouth, MN, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also worked with Investors Financial Group, LLC. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Jeremy Green is a CFP® professional with 13 years of industry experience, currently serving at AE Wealth Management, LLC. His career includes roles at Madison Avenue Securities and Advisors Excel, among others. Outside of his advisory practice, he owns Wealth Strategist Designs, providing insurance and tax services as well as expert witness support. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs delivered through a high client-to-advisor ratio and a platform-focused approach.

Heather Pape is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 66 credential and has prior experience at LPL Financial LLC and Charles Schwab & Co., Inc. Outside of her advisory role, she is a notary. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standard Schwab asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management generally handled by affiliated or third-party money managers.