Donald Wilson is a financial advisor with United Planners Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior experience includes ten years at Focus Financial and Royal Alliance and Associates. Outside of advising, he serves as president of Don Wilson Inc., a separate business entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through roughly 359 advisors. The firm offers a combination of advisory and brokerage services, primarily managing assets on a non-discretionary basis.

Samuel Ternes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been working with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple advice programs, providing asset allocation guidance and managed portfolio options that rely on proprietary tools and model oversight from Morningstar Investment Management. The firm operates at scale with a large client base and primarily focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning services.

Abena Isijola is a Series 66-licensed financial advisor with five years of industry experience, currently associated with Primerica Advisors in Mounds View, MN. She has prior experience at Ameriprise Financial Services Inc and has held roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a diverse 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, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Corrie Haux is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Haux has been with Eagle Strategies since 2019 and has concurrent roles within New York Life entities dating back to 2000. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within a structure integrated with New York Life affiliates.

Crystal Kelly is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Transamerica entities since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their approach incorporates portfolio construction and oversight powered by Morningstar Investment Management, providing both discretionary and non-discretionary advice to a broad client base.

Beverly Brumbaugh Jr. is a CFP® professional with 39 years of industry experience, currently serving at Oppenheimer since 2009. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies, supporting both discretionary and non-discretionary accounts.

Sabrina Karns is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. Her work history includes roles at Integrated Equity Management and The Advocate Group, LLC. She is also licensed as an insurance agent and engages in the sale of insurance products as part of her practice. 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 over $212 billion in client assets. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.

Kendra Kotilinek is a financial advisor with Valic Financial Advisors holding a Series 66 designation and one year of industry experience. She has worked with Valic and AGIA since 2024 and has prior experience in education with several school districts. Outside of finance, she is involved with Up the Creek Bar & Grill. Valic Financial Advisors, Inc. serves primarily U.S. individuals including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes unified managed accounts with discretionary management and emphasizes technology and model solutions across its extensive client base.

Marissa Landin is a Series 66-licensed financial advisor with Kestra Advisory in Plymouth, MN. She has been with Kestra and its affiliates since 2025 and has prior experience including roles at Compass Capital Management and First Property Management. Outside of financial services, her background includes work in education and hospitality. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Logan Schwegler is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he held roles at Principal Securities, Principal Life Insurance Company, and several companies outside the financial services industry, including C.H. Robinson and Banner Engineering. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ross Miller is a financial advisor with TIAA-CREF in Bloomington, MN. He holds a Series 66 designation and has 14 years of industry experience, including over 11 years with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard within its vertically integrated advisory model.

Annette Van Horn is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gwfs Equities, Inc. Since 2017. Prior to her advisory career, she was involved with House of Q BBQ and Brew and attended Colorado State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services include point-in-time financial plans and optional managed account solutions delivered through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Mark Anderson is a CFP® professional with 15 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and maintains registrations including Series 63 and Series 65. His prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. Osaic Institutions, Inc. provides customized advisory services to individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts, offering access to alternative investments, lending solutions, and third-party asset manager referrals.

Emily Miller is a financial advisor at Voya Financial Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Voya Financial and has held various positions in retail and education sectors. Outside of financial advising, she is employed at Life Time, a health and wellness company. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advice through multiple program structures with a predominance of non-discretionary arrangements and operates as both an SEC-registered adviser and a broker-dealer.

Christopher Fernandez is a financial advisor with Principal Financial Services and holds a Series 63 designation. He has 21 years of industry experience, including 22 years with Principal Life Insurance and Principal Securities. Outside of finance, he is involved with Uptown Brewing Company, where he has participated since 2001. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Griffin is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently associated with Principal Financial Services and has previously worked with JJ Swanson Advisory Group and Principal Life Insurance Company. Outside of advisory roles, he supports administrative operations at JJ Swanson Advisory Group. Principal Securities, where Matthew works, offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs implemented mainly on a discretionary basis.

Brent Romenesko is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors. Prior to joining NewEdge Advisors, he worked at Tempo Investment Advisors, Inc. for 19 years and GWM Advisors LLC for 5 years. He also provides insurance solutions as part of client financial planning through a separate insurance sales business. NewEdge Advisors is an enterprise-scale registered investment advisor that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party managers, with an emphasis on centralized due diligence and the use of technology to support advisors and clients.

Michael Creazzo is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, having worked at several firms including Ameriprise, LPL Financial LLC, BMO Harris Bank, and Wells Fargo in various capacities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial services provided via National Financial Services.

James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight Portfolios.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.