Matthew Koelsch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Kowalski Financial, Inc. and Ameriprise Financial Services, Inc. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and a suite of retirement plan services.

Roger Grumdahl is a financial advisor with Eagle Strategies (NY Life) in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2015. Outside of his advisory role, he serves as a Lutheran minister, occasionally performing wedding, funeral, or church services without compensation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives while managing a significant portion of assets on a non-discretionary basis.

Orobosa Ero is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Transamerica, Ero worked at Bank of America, Merrill, and Wells Fargo in various roles. Outside of finance, Ero is co-owner of Green Hills Transportation LLC, a family-run freight and medical transportation business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party investment models, with assets under management of approximately $2.1 billion as of late 2025.

Justin Kuitu is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 25 years of industry experience. His prior work includes positions at Cannaday Wealth Management, CETERA Advisor Networks LLC, and his own firms, Justin Kuitu Financial Services and Kuitu Financial Services, Inc. Outside of his advisory work, he serves as a sponsorship coordinator for the Westonka Youth Baseball Association. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christopher Rouse is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services and The KNW Group since 2006. Outside of his advisory role, he serves as CEO of Rouse Executive Solutions and president of Rouse & Company, entities focused on consulting, insurance, and executive benefits planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, serving large institutional investors and maintaining approximately $79.8 billion in assets under management.

David Wymer is a financial advisor with Valic Financial Advisors in Edina, MN, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors serves 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 with various overlay options.

Megan Kiel is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, third-party asset manager access, and custody services.

Alexander Hachiya is a financial advisor with Kestra Advisory, holding a Series 66 designation and 11 years of industry experience. He has been with Kestra Investment Services, Kestra Advisory, and The KNW Group since 2016. In addition to his advisory role, he serves as a Wealth Transfer Associate reviewing life insurance policies and as a Senior Analyst in Advanced Sales designing life insurance options. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and has expertise with pooled employer plan arrangements and various management platforms.

Alexander Wallerich is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Kestra in 2017, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2017. Outside of his advisory work, he has been involved with The Railhouse Grill since 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Timothy Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Investors Financial Group, LLC and LPL Financial, LLC in addition to his current role. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Benjamin Keziah is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience, previously working at Morgan Stanley. Outside of finance, he has experience in the restaurant industry with KAKU Sushi & Poke. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services using strategic allocation models and a variety of fee and account structures, complemented by access to the broader Goldman Sachs ecosystem.

Brent Meyer is a CFP® professional at Cresset Asset Management, LLC with eight years of industry experience. He previously worked at Meristem Family Wealth LLC from 2013 to 2022 before joining Cresset. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2016. Bevanda is also a notary public for the state of Minnesota. Wealth Enhancement Advisory Services provides 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 and employs a diversified, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.

Jason Priebe is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and operates several related businesses, including Magnetic North Tax & Accounting, which provides tax and accounting services. Prior to joining Kestra, he was associated with LPL Financial and managed his own advisory and wealth management firms. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting complex investment solutions within a supervisory framework.

Alexander Krueger is a Series 65 licensed financial advisor with Mariner, where he has worked since 2025. He has four years of industry experience, including seven years at C. C. Dunnavan & Co., Inc. Outside of his financial career, Krueger serves as an assistant coach for the Armstrong Cooper Youth Hockey Association, working with middle school players. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal research, and it integrates in-house tax and accounting services along with specialized family office and employer financial wellness solutions.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. 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, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets Corporation and Lockton Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.