Paige Woods is a financial advisor with Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation and eight years of prior experience at Carlson Capital Management, LLC, following five years at Deloitte Tax LLP. She also serves as Senior Director and Manager of Tax Services at Sequoia Tax Services, a subsidiary of her firm that provides tax analysis and advice. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan consulting to a diverse client base that includes individuals, family offices, corporations, charitable organizations, and trusts. The firm employs a combination of model and customized portfolio management strategies overseen by an Investment Policy Committee and incorporates a range of investment vehicles, underpinned by fundamental, technical, and cyclical analysis.

Courtney Dent is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and five years of industry experience. She has worked at Mariner since 2020 and has prior experience at firms including Boyum Barenscheer, LLP and AgCountry Farm Credit Services. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, alongside specialized tax and administrative financial services.

Ryan Shaw is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked in wealth management at US Bank NA for ten years. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research supports Wells Fargo Advisors and fiduciary divisions, offering model guidance without exercising investment discretion or holding custody of client assets.

Haley Hausman is a CFP® with 11 years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she works part-time selling tacos at the Minnesota State Fair through Taco King. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing a model-driven approach and third-party money managers for separately managed accounts.

Joshua Larson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, The Oak Ridge Financial Services Group, Inc., and U.S. Bancorp Investments, Inc. He is based in St. Paul, MN. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice and education programs. The firm’s investment approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Donald Bellefy is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Global Atlantic Financial Company and Sammons Financial Network. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Samuel Andrews is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at BerganKDV Wealth Management, Secured Retirement Advisors, and Transamerica Investors Securities Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

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.

Adam Hartung is a CFP® with 26 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he is president of Midwest Money Management and serves on the board of the Brian D. Hartung Foundation, a charitable organization. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 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, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.

Scott Rohne is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he is a managing member and co-owner of Rohne Farms, LLC, where he is involved in the management and operation of a family farm. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

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 CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., Fidelity Investments, TD Ameritrade, Edward Jones, The Mather Group, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored, at-least-annual reviews without exercising discretionary trading authority.

Justin Mishacoff is a financial advisor at &Partners with 27 years of industry experience. His career includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. He is a co-owner of Lumitas Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. &Partners serves a broad client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Mark Englund is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. from 2011 to 2019. Englund is also an officer and director of Parakaleo, Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both firm- and third-party models to develop client strategies, combining passive and active investment exposures across various risk profiles.

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.