Mark Larsen is a financial advisor with Oppenheimer based in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and customized performance reporting.

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.

Ebenezer Mengistu is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Integrated Equity Management since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Randy Rheault is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 24 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2012 and owns CSP & Associates, which offers various insurance products including health, long-term care, disability, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing various advisory and promoter arrangements.

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.

Matthew Salafia is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with five years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He is based in Edina, MN. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-directed trades and tailored recommendations aligned with individual goals and risk tolerance.

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.

Steven Schoenberger is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Open Door Financial and Affiance Financial. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings, employing a Modern Portfolio Theory-based approach with algorithmic rebalancing and a range of investment vehicles.

Alex Adair is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018 and previously held a position at Sabic Polymershapes from 2014 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary portfolio models from Morningstar Investment Management tailored to client-specific retirement goals.

Connor Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. His prior firms include LPL Financial LLC, Investors Financial Group, LLC, and Ameriprise Financial Services, Inc. Before his financial services career, Gaarder worked in various roles including positions with professional hockey teams. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to proprietary and third-party managed account solutions and employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms.

James Audas is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services. His prior experience includes roles at Harbor Capital Advisors, Nuveen Asset Management, Macquarie Investment Management, Ivy Distributors, and Waddell & Reed. Outside of his advisory work, he is an owner of two self-serve car wash businesses, which are operated by his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Scott Wolf is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 37 years of industry experience and has been affiliated with both Guardian Life and Park Avenue Securities since 2013. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Jeremy Green is a CFP®-certified financial advisor with 13 years of industry experience, currently with AE Wealth Management, LLC. He has held roles at multiple firms including Madison Avenue Securities and Advisors Excel. Outside of his advisory work, he owns Wealth Strategist Designs, providing insurance and tax services and expert witness testimony. 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 discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing services.

Eric Kuitu is a CFP® professional with 30 years of industry experience, currently serving at Principal Financial Services. His prior work includes roles at Cannaday Wealth Management, CETERA Advisor Networks LLC, and Advisornet Wealth Management. He is also a board member of Custom One Charities, where he assists with marketing and networking for charitable events. 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 solutions under multiple advisory and promoter arrangements.

Jacob Kowalski is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at PNC Investments LLC and U.S. Bancorp Investments, Inc. Outside of his advisory work, Kowalski serves as a first responder for the City of North Saint Paul. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Heather Pape is a financial advisor at Schwab Wealth Advisory, Inc. with one year of industry experience and a Series 66 credential. She previously worked at LPL Financial LLC and Charles Schwab & Co., Inc., and has a background that includes roles in education and nonprofit organizations. Outside of her advisory role, she is a commissioned notary. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses model-driven asset allocation and research tools, offering tailored recommendations with at-least-annual reviews, while trades require client authorization.

Steven Lindell is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Landmark Advisors, where he is also involved in investor relations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account options.

Brent Reinsberg is a Series 65-licensed financial advisor with Cetera Planning Partners, bringing eight years of industry experience. Prior to joining Cetera in 2026, he worked for Avantax Planning Partners, Inc. for eight years. Outside of his advisory role, he is a partner and accountant at Mazanec, Bauer & Associates, a regional CPA firm, and serves as Treasurer for the Eagan Rotary Club. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services, employing a diversified investment approach aligned with clients’ objectives and risk tolerance.