Ted Vickerman is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he owns and operates a seasonal holiday light installation business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a range of advisory services including model portfolio management and customized portfolio options under a fiduciary standard.

Jacqueline Boldt is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN, holding Series 63 and Series 66 licenses and having one year of industry experience. She has held roles at several affiliated firms including NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, she has been involved with Live and Love Studios, LLC since 2007. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers financial planning, investment management, and retirement-plan advisory services primarily through a network of affiliated representatives, emphasizing tailored recommendations and managing most assets on a non-discretionary basis.

Cullen Buck is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. Prior to joining Lincoln Investment, he worked at Eagle Valley Financial Services and has a varied background including roles outside finance such as at FedEx Freight and in automotive detailing. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed strategies.

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.

Peter Ludwig is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at United Planners Financial Services of America. His prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and Sunset Financial Services, Inc. He has maintained involvement with Ludwig Financial Group and Kansas City Life since 1964. United Planners Financial Services is a national wealth-management enterprise serving a broad client base with advisory and brokerage services. The firm manages approximately $12.77 billion in assets and supports its independent advisors with a variety of custodial and platform solutions.

David Seidelmann is a CFP® with 21 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has a longstanding career at Park Avenue Securities, dating back to 2005, and is involved in raising awareness about federal student loan forgiveness programs. Park Avenue Securities LLC, a fully 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 combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

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 in St. Paul, MN, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at PrairieView Partners, LLC, U.S. Bank, Wells Fargo, and Green Street. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and corporations, providing comprehensive wealth management, financial planning, and related services. The firm employs a blended investment approach that combines evidence-based asset allocation with actively managed strategies overseen by an investment committee.

Adam Hendrickson is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Patricia Barrett is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing a range of analytical methods and ongoing account reviews.

Benjamin Macgowan is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Principal Financial Services in Minnetonka, MN. His work history includes roles at Piprude Financial and several Principal subsidiaries since 2021. Outside of advisory functions, he is involved in offering fixed insurance products, including life, disability, 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’s advisory programs emphasize financial planning, retirement consulting, and access to third-party money manager solutions through various advisor and promoter arrangements.

Nathan Moen is a CFP® professional with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Alerus, Moen Insurance Group, The Oak Ridge Financial Services Group, and Ameriprise Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

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, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as Union Financial. Outside of finance, he created a proprietary dice and card game called "You Or I," designed for social play with family and friends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Isenberg is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he has served as a primary election judge. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, plans, and organizations. The firm employs a range of investment strategies and technology-enabled tools, offering both non-discretionary and discretionary management through a large network of investment adviser representatives.

Landin Peterson is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc., based in Bloomington, MN. He joined Voya Financial Advisors in 2026 and has prior experience at AMC Theatres and in full-time education. VOYA Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and advisory services. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client-focused investment strategies, often operating on a non-discretionary basis but also offering limited discretionary management options.

Heather Bantle is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 63 designation and has worked primarily at Park Avenue Securities and Guardian Life since 2010. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, including advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Landon Lantz is a CFP® professional affiliated with Sequoia Financial Group, L.L.C. He has one year of industry experience and previously worked at Carlson Capital Management and Edward Jones. Outside of financial advising, he was involved with Lantz Enterprises for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.