Derrick Bordeleau is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and GWFS Equities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. 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 and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Cailin Johnson is a CFP® professional with one year of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, she worked at Waypoint Capital Advisors and Great Waters Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies, complemented by a range of specialized services and client education initiatives.

Tyler Huntley is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience working at multiple firms, including Park Avenue Securities and Foster Klima & Co. Prior to his advisory roles, he held various positions in retail and service industries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Troy Gourde is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 15 years of industry experience. He previously worked at Investors Financial Group, LLC and has been associated with LPL Financial for over a decade. In addition to his advisory work, he has served as a seminar instructor at Normandale Community College and Hennepin Technical College. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model leveraging technology platforms and offers access to proprietary and third-party managed account solutions.

Mary Grindland is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations with four years of industry experience. She has worked at Wells Fargo Investment Institute since 2021 and previously spent nine years at Wells Fargo Wealth Management. 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 organizes its work across specialized divisions and offers largely impersonal research and model guidance rather than direct investment management.

Michael Stein is a financial advisor with VOYA Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and third-party strategies with technology-enabled tools to implement investment recommendations, operating primarily through non-discretionary client relationships alongside certain discretionary programs.

Preston Koenig is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has been with the Wealth Enhancement group since 2012 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Samantha Walker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Nfp and Kestra Investment Services LLC, as well as positions outside finance such as at Medina Golf & Country Club and the University of Minnesota - Carlson School of Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, vendor searches, and employee education. The firm manages approximately $79.8 billion in assets and serves a client base that includes large institutional investors such as sovereign wealth funds.

Cody Polzin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and State Farm, along with six years of service in the Armed Forces. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a largely non-discretionary investment approach.

Shane Wolden is a CFP® with seven years of industry experience, currently with Guardian Life. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant junior varsity hockey coach for Osseo Area Schools. He is affiliated with Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jennifer Boeckmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, SilverOak Wealth Management, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Rebecca Joseph is a financial advisor at United Planners' Financial Services of America with one year of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining United Planners in 2025, she was Director of Finance at Hemingway Wealth Management for ten years. Outside of advisory work, she has been an ACT/SAT/PSAT tutor since 2008. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers both advisory and brokerage services through multiple custodians and third-party managers.

Joseph Carwardine is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he is involved in business operations through a co-ownership in Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel internationally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Kenneth Zarske is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. His prior roles include positions at BerganKDV, Ltd, Mercer, and Pavillion Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Helen Johnson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her career includes roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, Wealth Enhancement Group, LPL Financial, LLC, and Ameriprise Financial Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Ann Senne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Ameriprise and RBC Capital Markets. She serves on the board of a nonprofit organization, providing advice to its leadership. Wealth Enhancement Advisory Services offers comprehensive 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 using a risk-class based investment process that blends passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.

Mark Sanda is a CFP® with 22 years of industry experience, currently affiliated with Principal Financial Services. His work history includes roles at Piprude Financial, Roy Jenks and Associates, and Principal Life Insurance Company. He is a partner in Power Corner LLC, an entity formed to provide operational support and business partnering among Principal advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Bradley Frane is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas and its affiliated entities since 2021 and was previously associated with Oneamerica Securities and Midwest Secure Retirement. Frane is also president of Midwest Secure Retirement, where he oversees, recruits, and trains a team of financial advisors. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing both firm-developed and third-party model portfolios, mutual funds, ETFs, interval funds, and individual securities.