Anissa Lindahl is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. The Huntington Investment Company serves individual clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

Zachery Moore is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and experience across several roles including positions at Carlson Capital Management and CTB Financial Services. He has also served in the Minnesota Air National Guard. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Chad Broberg is a CFP® and ChFC® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, where he also works as an insurance agent. His prior experience includes roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial and its affiliated entities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles as an operating general partner.

Jeffrey Kase is a financial advisor at Transamerica Retirement Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model asset allocations from Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Thomas Gillen is a CFP® professional currently with Beacon Pointe Advisors, LLC. He has been in the financial industry since 2023, with prior experience at Landmark Wealth Management Group and a background at Menards, Inc. outside of finance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a broad client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

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.

Jaret Hartley is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with one year of industry experience. His work history includes roles at Prairieview Partners, LLC and Boulay, as well as multiple engagements at the University of Wisconsin–Madison. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

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.

Justin Mishacoff is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo. He is a co-owner of Lumitas Wealth Strategies, a private entity facilitating securities, advisory, and insurance business. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis with oversight of third-party managers.

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.

Bo Strecker is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Voya, he worked at Northwestern Mutual for one year. Outside of financial services, he has been involved with USA Hockey and the City of Inver Grove. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm primarily operates through non-discretionary advisory relationships and provides multiple program structures including wrap programs and third-party money manager access.

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.

Danica Goshert is a CFP® with 23 years of industry experience, currently affiliated with Commonwealth Financial Network since 2018. Her prior roles include positions at Minnesota Life Insurance Co., CRI Securities, and Securian Financial Services. She is a co-owner of Integrated Equity Management, Inc. and serves as a board member for the Minnesota Secure Choice Retirement Program. 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 over $210 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Sarah Guibert is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Group, LPL Financial, LLC, SCF Securities, Inc., and Kestra Financial, Inc. She is based in Minneapolis, MN. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment advisor, offering a range of investment programs with discretionary and non-discretionary options.

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.

Kyle Perisic is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Voya, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. His background also includes positions outside the financial industry, such as work with Amazon and the United States Postal Service. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside other managed account offerings.

Michael Roedl is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and Piper Jaffray & Co. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, delivering impersonal, model-based investment advice integrated with banking fiduciary and trust services.

Brent Cook is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Ameriprise Financial. Outside of his advisory role, Cook has served as an election judge in his local precinct. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates within an integrated platform tied to its recordkeeping and administrative services.

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.

Matthew Morrison is a CFP® with one year of industry experience, currently affiliated with Commonwealth Financial Network in Bloomington, MN. His prior experience includes five years at Mindful Asset Planning and roles at Integrated Equity Management, Cambridge Investment Research, Walser Automotive Group, RE/MAX Results, and REVL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $200 billion in client assets and offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.