Adam Hendrickson is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standardized asset allocation models and Schwab research tools.

Patricia Barrett is a financial advisor at &Partners with 35 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining &Partners in 2024, she worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies through discretionary and non-discretionary accounts.

Benjamin Macgowan is a CFP® professional with four years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Piprude Financial and various entities within Principal, as well as a background in full-time education and interior design. Macgowan holds a Series 66 license and is based in Minnetonka, MN. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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

Timothy Boys is a financial advisor with Principal Financial Services in Eden Prairie, MN, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., which provides group life, dental, disability, and retirement insurance solutions. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

David Gottesman is a financial advisor with Commonwealth Financial Network in Excelsior, MN, holding Series 66 and Series 63 licenses and with 20 years of industry experience. His prior roles include positions at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Nicholas Roth is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2020 and previously worked at LPL Financial and Secured Retirement Financial. Roth also has experience in academia, having been affiliated with the University of St. Thomas and Creighton University. 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’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Aaron Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Commonwealth Financial Network and The Rein Group, as well as earlier positions at Blue Ops and the University of St. Thomas. 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 around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Landin Peterson is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has been with Voya Financial Advisors since 2026. Prior to his advisory role, Landin’s background includes experience at Voya Financial and AMC Theatres, alongside periods of full-time education. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based relationships.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses, bringing 31 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been affiliated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management since 2010. Outside of his advisory roles, he is involved in fixed insurance sales and owns businesses that provide financial consulting and non-investment services to pre-retirees and retirees. 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 a range of investment management and financial planning services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Heather Bantle is a financial advisor with Primerica Advisors based in Minneapolis, MN, holding a Series 63 designation and 15 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she holds an agent appointment with an insurance company. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

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.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Level Four Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures combining in-house and third-party strategies.

David Mchenry is a financial advisor at &PARTNERS with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. There are no other notable outside activities reported. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with advisory and brokerage services provided through a dual registration as a registered investment adviser and broker-dealer.

Paige Woods is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has worked at Carlson Capital Management, LLC since 2017 and previously at Deloitte Tax LLP from 2012 to 2017. She also serves as Senior Director and Manager of Tax Services at Sequoia Tax Services, a wholly owned subsidiary of Sequoia Financial Group that provides tax analysis and advice. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Mack Farley is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Kestra Advisory since 2018, following prior roles at Ameriprise Financial Advisors and Northwestern Mutual. He is involved in financial planning, client reviews, and due diligence through his position as a Registered Field Assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

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.

Gregory Haywood is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years at CETERA Advisor Networks LLC and two years at LPL Financial. He is based in Plymouth, MN. 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 a range of financial planning, asset management, and retirement consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Haley Hausman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has previously worked at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she has worked part-time selling tacos at the Minnesota State Fair through the Taco King food booth. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.