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.

Bo Strecker is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Northwestern Mutual for one year. Outside of his advisory roles, he has been involved with USA Hockey and the City of Inver Grove. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and retirement advisory services through both affiliated and unaffiliated products, using a mix of in-house and external strategies with a focus on client-approved, non-discretionary management.

Shawn Leigh Lemp is a financial advisor with Guardian Life and holds a Series 63 designation. He has 31 years of industry experience, including 18 years at Guardian Life and currently works with Park Avenue Securities, a Guardian Life subsidiary. He also has a side business selling insurance policies. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm offers a mix of advisor-led management and model-based strategies, along with access to proprietary programs, third-party solutions, and insurance products through its connection to Guardian Life.

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® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network since 2018. She has held roles at Integrated Equity Management, Inc., Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Goshert 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 supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody/clearing services, providing both discretionary and nondiscretionary investment solutions.

Steven Blandino is a CFP® professional affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been a partner at The Rein Group, LLC, an entity focused on securities and insurance business, since 2006. Additionally, he is involved with EducateU LLC, which provides investment-related services, and offers Medicare and health insurance classes and consultations through Beyond Medicare. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios.

Sarah Guibert is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Group, LPL Financial, SCF Securities, Kestra Financial, and Charles Schwab. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

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.

Shady Mansour is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and US Bank. Mansour is based in Edina, MN. 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 includes asset allocation guidance and investment selection based on internal research and standard models, with trades executed only upon client authorization.

Michael Roedl is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, with 10 years of industry experience. He holds the Series 65 and Series 63 licenses. His prior roles include positions at RBC Capital Markets, LLC and Piper Jaffray & Co. Wells Fargo Investment Institute is an SEC-registered advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its team-based approach delivers model portfolios and strategies that affiliates implement at their discretion.

Sarah Leitzke is a CFP® professional with five years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Story Capital and M&E Catalyst Group. Outside of finance, she has experience at Rogers School of Music and was involved with Jacob's Well Church for several years. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Steven Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2004. Outside of his advisory role, he operates Hegarty Consulting Group LLC, which provides employee benefits services to small businesses, and offers identity theft and prepaid legal services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions including access to insurance products and alternative investments.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

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 with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Voya, he worked at WCC and RCC, and spent twelve years affiliated with the University of Minnesota. He also holds a position as an independent insurance agent, selling fixed and life insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Hannah Tesch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab and Ameriprise Financial, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm emphasizes at-least-annual reviews and tailored recommendations, while trades are executed only with client authorization.