Brian Jakubiak is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with VOYA since 2014 and concurrently serves in the Minnesota National Guard since 1990. Outside of his advisory role, he is a co-owner of a financial services firm and an independent agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm offering a range of financial planning and portfolio management services to individuals, institutional clients, and retirement plans. The firm integrates in-house and third-party strategies with technology tools to support both discretionary and non-discretionary account management.

Benjamin Lane is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 65 designation and seven years of industry experience. He previously worked at Carlson Capital Management, LLC for six years and attended St. Olaf College. Lane has been with Sequoia Financial Group since 2025. 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 uses a combination of model and custom portfolio management, employing a range of investment vehicles and drawing on fundamental, technical, and cyclical analysis supplemented by third-party research.

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 with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Mass Mutual Investors Services. He also served on the Pilgrim Lutheran Church Finance Committee from 2015 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice, investment education, and personalized portfolio guidance through proprietary software and third-party model asset allocations.

Mark Lindstrom is a CFP® professional with 12 years of industry experience, currently with Cetera Planning Partners. He also owns and operates Mark T. Lindstrom CPA LLC, providing tax and financial planning and compliance services. Lindstrom has prior experience at Honkamp Krueger Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and retirement advice, alongside ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Derik Mansfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc., Farmers New World Life as an independent contractor, and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to deliver both managed and non-discretionary advice at scale.

Eric Hemingway is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and 27 years of industry experience. He has been with United Planners since 2015 and is also president of Chiswick Lane, Inc., where he provides consulting services. Hemingway serves as a volunteer board member for a community organization in Plymouth, MN. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily through independent Investment Adviser Representatives.

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.

Jack Fay is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including RBC Capital Markets and Ehlers Investment Partners. Fay also serves as trustee for the Virginia M Barber Trust, a personal investment trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary account management.

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 at &PARTNERS with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Lee Kitzenberg is a financial advisor with Eagle Strategies (NY Life) in Edina, MN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life and its affiliated entities since 2003. Outside of his advisory work, Kitzenberg volunteers annually for the Minnesota Medical Foundation winefest event. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, including fee-based hourly advice and retirement plan consulting, with a primary focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

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.

Mitchell Fiereck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Minneapolis, MN. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner of an investment real estate business, FIERECK PROPERTY GROUP LLC. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

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.

Adam Thielen is a financial advisor at Cetera Planning Partners with a Series 65 designation and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years and leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has been involved in tax compliance and financial advisory services since 2012. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates diversified allocations with a formal planning process and provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

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 eight years of industry experience. He holds a Series 65 designation and previously worked at Nuveen, Winslow Capital, and WHV Investments, Inc. He has been with Mariner since 2025. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by both in-house research and third-party managers.