Kristine Kircher is a financial advisor at &Partners with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary platforms.

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.

Charles Stewart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has worked at Commonwealth since 2018 and concurrently at Integrated Equity Management, Inc. since 2015. Stewart has prior experience with Minnesota Life Insurance Company, CRI Securities, LLC, Securian Financial Services, Inc., and North Star Consultants, Inc. He is also involved in fixed insurance sales, dedicating part of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers discretionary model portfolios alongside customizable investment solutions.

Marcus Gardner is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Marcus has a background that includes roles in education and retail prior to his financial advisory career. Mariner serves a broad range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it maintains a notable integration of tax and accounting services alongside traditional portfolio management.

Staci Murphy is a financial advisor with Commonwealth Financial Network in New Brighton, MN. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior work includes roles at LPL Financial, Financial Dimensions Group, Inc., and Royal Alliance Associates, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Sara Sell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and SPS Commerce. Outside of her advisory role, she works as an independent contractor shopper for an online delivery service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process with a focus on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Jeffrey Riegle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Green Guardian Wealth Management, Principal Securities Inc, LPL Financial, and Waddell & Reed Inc. Outside of his advisory role, Riegle volunteers supporting the employer outreach program for the Guard and Reserve and serves on the marketing committee for The Foundation of St. Andrew’s. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Adam Kuhlmann is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at Nuveen and Winslow Capital. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative family office capabilities.

Ted Vickerman is a financial advisor at TIAA-CREF with 12 years of industry experience. He has held prior roles at Ameriprise and Thrivent Financial. Outside of his advisory work, he owns and operates a seasonal holiday light installation business, Ted's Christmas Lighting, LLC. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers a range of customized and model portfolio solutions within a fiduciary framework.

Jacqueline Boldt is a financial advisor with Eagle Strategies (NY Life) in Edina, Minnesota, holding Series 63 and Series 66 licenses with one year of industry experience. She has worked with Eagle Strategies since 2026 and maintains concurrent roles at North Range Financial LLC and NYLIFE Securities LLC. Outside of her advisory work, Boldt has been involved in entrepreneurial ventures including Live and Love Studios, LLC since 2007 and previously operated Hot Dish Advertising, LLC. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services linked to insurance and annuity products. The firm offers multiple program types and emphasizes tailored advice, with the majority of assets managed on a non-discretionary basis.

Jeremy Myrum is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group from 2011 to 2018. 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 client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Benjamin Mason is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Advanced Wealth Management Group, and Equitable Advisors. Mason is based in Golden Valley, MN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Peter Ludwig is a CFP® professional with 39 years of industry experience, currently affiliated with United Planners Financial Services of America. His career includes long-term roles at Sunset Financial Services and Securities America, among others. He has maintained an ongoing independent practice under the Ludwig Financial Group name since 1964. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based financial planning and investment services through a network of 477 independent advisors.

Amy Erkenbrack is a financial advisor with Sequoia Financial Group, L.L.C. in Minneapolis, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at THRIVENT Financial and Thrivent Investment Management Inc. for 11 years before joining her current firm. Outside of finance, she does voice-over work for commercials, ads, and e-learning projects. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles overseen by an Investment Policy Committee.

Dillon Essma is a financial advisor at Savant Wealth Management with five years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at PrairieView Partners, U.S. Bank, and Wells Fargo. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.

Adam Hendrickson is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standardized asset allocation models and Schwab research tools.

Patricia Barrett is a financial advisor at &Partners with 35 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining &Partners in 2024, she worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies through discretionary and non-discretionary accounts.

Robert Aylin III is a financial advisor at Savant Wealth Management in St. Paul, MN, with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Savant Wealth Management in 2025, he worked at Prairieview Partners LLC and Irwin Schaffer LLC for 17 years each. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related implementation services through affiliated accounting, legal, and trust entities.

Erik Olson is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2019. Prior to that, he was with Bane O'Leary LLC and Barber Financial Group. Olson also operates as an insurance agent on a part-time basis. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Michael Darrington is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior work includes roles at Union Financial and Thrivent Financial. Outside of his advisory work, he created "You Or I," a proprietary dice and card game designed for social play. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.