Kyle Luebeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Mutual of Omaha and Mutual of Omaha Investor Services. He is also a panelist for Roi/Emporium/Business Insider, providing insights on software and best practices. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Nathan Gaherty is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes extensive tenure at Charles Schwab & Co., Inc., as well as roles at Fidelity Investments, TD Ameritrade, Edward Jones, and The Mather Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, serving clients through annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority itself and operates under a cost-and-expense plus arrangement rather than billing clients directly.

Benjamin Osborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its affiliated entities since 2015 and previously was associated with LPL Financial. Osborn also provides administrative services to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management solutions.

Chad Lindell is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial. Lindell is also involved with Landmark Advisors as an investment-related business activity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Shawn Leigh Lemp is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently affiliated with Park Avenue Securities. In addition to his advisory work, he is contracted to sell insurance policies through an insurance services arrangement. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Whitley Mott is a financial advisor at Equity Services, Inc. with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates a pension administration business providing services to employers. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with shorter-term options.

Daniel Geisler is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Geisler is also the founder and owner of Luebeck Geisler Hamm Wealth Management, Inc., focusing on financial planning, investments, and insurance. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and utilizes digital advice providers and multiple custodial platforms.

Steven Blandino is a CFP® professional affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been a partner at The Rein Group, LLC, an entity focused on securities and insurance business, since 2006. Additionally, he is involved with EducateU LLC, which provides investment-related services, and offers Medicare and health insurance classes and consultations through Beyond Medicare. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios.

Susan Gloe is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in non-securities insurance products. 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-developed UMA models for portfolio construction.

Brian Williamson is a financial advisor based in Plymouth, MN, affiliated with Wealth Enhancement Advisory Services, LLC. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at LPL Financial, LLC and University of St Thomas. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large network of advisors and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Shady Mansour is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and US Bank, as well as running Honest Brokerage and Book Keeping for ten years. Mansour is based in Minneapolis, MN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews, retirement planning discussions, and investment recommendations, with final trading decisions made by clients.

Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

Benjamin Goshgarian is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at WCC and RCC. Additionally, he works as an independent insurance agent specializing in fixed insurance and life insurance sales. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily delivering non-discretionary recommendations and operating as both an SEC-registered investment adviser and a broker-dealer.

Benjamin Schaefer is a CFP® with 29 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Advisory Services since 2001 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Schaefer is also licensed as an insurance agent, selling traditional insurance products and fixed annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Hannah Tesch is a CFP® with six years of industry experience, currently working at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab Bank SSB, Charles Schwab, Farmers Financial Solutions, Farmers Insurance, and Ameriprise Financial. Her career includes a variety of financial services positions in the Minneapolis area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual investors through a consultative process that includes annual financial reviews and investment recommendations, without exercising discretionary trading authority.

Jonathan Henderson is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, J.P. Morgan Securities, and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Brian Hanson is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TLG Advisors since 2012. Outside of advisory services, he is involved in mortgage lending, including reverse mortgages, and sells life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory along with a direct-to-consumer program called Starlight Portfolios.

Camille Vukodinovich is a CFP® professional with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2022 and previously held roles at Meristem Family Wealth LLC, CliftonLarsonAllen Wealth Advisors, LLC, Wipfli Financial Advisors, LLC, Hewins Financial Advisors, LLC, and the University of Wisconsin-Madison. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, while using tools such as artificial intelligence and machine learning for research and analysis.