Luke Murray is a CFP® professional with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent four years at Prairieview Partners and 21 years at Fiduciary Counselling Inc. He is based in St Paul, MN. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated entities offering accounting, legal, and trust services.

Matthew Masyga is a CFP® with five years of industry experience, currently affiliated with AE Wealth Management, LLC. His previous roles include positions at Lundervold Financial, Advisornet Wealth Management, SBI Wealth Management, Merchant's Bank, and the University of St. Thomas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.

Jeffrey Doom is a CFP® professional with 26 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Investors Financial Group, and Merrill. Outside of his advisory work, he is involved in managing a family partnership that owns farmland in Minnesota. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes various investment strategies, and offers proprietary and third-party managed account solutions.

Bryan Bohlman is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services focused on asset allocation, contribution guidance, and retirement planning. The firm’s advice utilizes Morningstar Investment Management’s portfolio models and serves a large client base primarily through non-discretionary asset management.

Paul Bromelkamp is a CFP® professional with five years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. and has previously worked at Fidelity Investments and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering guidance on a range of investment options with client authorization required for trades.

David Koller is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2001 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Additionally, he serves on the board of directors for a newly formed condominium association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Jon Crow is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Cresset and its related entities since 2019, including serving as president of Cresset Trust Company. Prior to that, he spent 17 years at Meristem Family Wealth LLC. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations, offering portfolio management, wealth planning, and private fund advisory with a focus on diversified, asset-allocation-driven strategies.

Daniel Lanasa is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Ameriprise Financial Services and CRI Securities. Lanasa is also involved in fixed insurance sales, dedicating part of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice.

Alexander Simpson is a financial advisor at Goldman Sachs Wealth Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm tailors strategies using proprietary models and integrates capabilities across the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Samir Bushra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked with several firms, including Wells Fargo and Felton & Peel Wealth Management. 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’s approach relies on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jon Marker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Guardian Life since 2014 and is a board member of the Braemar Golf Association and Minneapolis Jewish Cemetery. Park Avenue Wealth Management, a 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 advisor-led discretionary and model-based management through proprietary and third-party platforms, along with financial planning, consulting, and access to insurance and alternative investment products.

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Guardian Life in various capacities since 2007 and currently operates Hegarty Consulting Group, LLC, which focuses on employee benefits and individual insurance products. Additionally, he offers identity theft and prepaid legal services through Pre-Paid Legal Services, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary and third-party platforms to serve a diverse client base.

Adam Rogalla is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2013 and with Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations through programs such as Managed Advice and Advisor Managed Advice. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement planning guidance for a large client base.

Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Shea Murphy is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sofia Weaver is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she worked at Charles Schwab and has various experience including roles at the University of Wisconsin-Madison and Wild Tomato. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Steffy Kaiser is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Janney in 2024. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Ryan Siewert is a CFP® with 10 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at Meristem Family Wealth LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing portfolio monitoring.